Set Up An Application Form on Your Website

You can embed a link on your website to allow customers to get pre-approved for a loan before they even step foot in your store for a big-ticket purchase.

By offering an online loan application that you can embed or email directly to your customers, they are able to submit the application at their own convenience. It’s a fast and simple approach to financing, and offers your customers privacy with their financial information.

To embed the application link on your website, complete the following steps:

  1. In the dashboard, click Create Application > Email Approval Application.
  2. If this is your first time using Financeit Approvals, you will be prompted to update your partner details, such as your hours of operation, or any promotional programs that you want to offer.
  3. Click Copy to Clipboard in the Link to Your Retail Form section. You can embed this link on your website, letting customers easily access the application form. 

Note: If you use Financeit for more than one type of product or service (for example, Health, Retail, or Vehicle), you will get a unique link for each product or service type.

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