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How does my customer access HomeLynx?

Written by Jana

customers are invited to manage their projects in HomeLynx when

  • You invite the customer to pre-qualify for financing, via Invite Customer on the Customers tab

  • You create a Project and click yes when asked "Would you like to invite this user to pre-qualify for financing?"

  • You invite them to finance their project through the Financing Tool Kit

  • You send an estimate for signature

  • You send an Invoice

  • The customer fills out an embeddable form

Once they create their account they can login anytime by going to https://homelynx.com/

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