Now that you've signed up for MITS EasyPay, done your training, accessed your portal, received your marketing materials, and even built in a few word tracks to your sales presentation, it's time to get your customer approved for financing.
The next logical question becomes, "What do I do now?" Here is the process for getting your customer [pre] approved for financing through MITS EasyPay.
Different Paths to the Same Destination
With MITS EasyPay, there are three ways to get customers approved for financing.
- Online (includes pre-qualification)
- Mobile App (includes pre-qualification)
- Loan-by-Phone (full qualification only)
Regardless of the path that works best for your customer, you will always need to provide the following information to complete their application:
- Your Contractor ID
- Your Program Phone Number
- Loan Code (offered/selected by you and the customer)
- Project Description
- Total amount to be financed
You should never fill out a customer's application for them. Provide them direction to access their chosen path but allow them ample privacy to complete the application. If support is needed, reach out to Regions at 888-390-1220, option 2.
Use the following link to access step-by-step instructions the chosen path:
MITS EASYPAY APPLICATION PROCESS
TIPS from Josh: Presenting financing is not meant to insult the customer or insinuate they can't afford your proposal. Some of the wealthiest people in America finance or use other's money with little to zero interest. The use of financing should increase your average ticket, resulting in higher revenue and profitability. Don't be afraid to finance and fine-tune your presentation to offer it in a positive way.
Connect with the marketing team and we can add a financing page to your website that allows customers to pre-qualify: https://madeintheshadesa.com/financing/
Happy selling!
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