How to pre-qualify your customer after a visit

Forgot to mention Hearth to a customer during the on-site visit? Did your customer want to request financing on their own? There are tons of reasons why you may want to send the financing link after the visit, and we’ve got you covered.

Hearth has tools to help you pre-qualify your customer for payment options AFTER your visit.

Here’s how it works:

  1. Open your Hearth mobile app and click on “Offer financing”

  2. Find “send the loan form” and click “Enter client contact info.”

  3. Enter in the contact information, choose how you want to sends the message, and send!

Customers can pre-qualify for options without any affect on their credit score. If pre-qualified, your customer will view competitive payment options immediately and can apply for a loan directly through one of our lending partners. If they want to continue the application later, we’ll send them an email with options that they can view at any time.

Many of our most successful contractors choose to pre-qualify customers after the visit because the process is simple and straightforward. Hearth’s real-time notifications keep you up to date on your customers status — you’ll know when they pre-qualify for payment options, apply with a lending partner, and get funded. This approach allows you to focus your visit on the project, and address financing later on.

Have questions about the best way for your company to use Hearth? Give us a call at 512-686-4141 and we’ll walk through our strategies together.

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