My Example CRM

On the right hand side, locate Financing Tool Kit

Below is a chart of the statuses and what they mean

1. Log in to your account
2. From the menu, choose Projects
3. Click on the Project you want to view 
4. On the right hand side, locate Financing Tool Kit
5. Below is a chart of the statuses and what they mean

Keep track of your customers financing progress

How to view & use the Financing Tool Kit

Find answers and get help from Intercom Support and Community Experts

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Tickets submitted through the messenger or by a support agent in your conversation will appear here.

Status	Definition	Action
Has not applied for financing yet	The customer has not gone through the pre-qualification process	Click the Send Invite button to initiate sending a financing invitation either via text or email to your customer
Was pre-qualified for Financing	The customer completed the pre-qualification process and was shown offers	Click View Offers to see what financing options the customer was shown Click Resend Offers to resend the link for the customer to view the offers
Was not pre-qualified for any offers	The customer completed the pre-qualification process and was NOT shown offers	Use alternative payment method Have customer review credit and pre-qualify again when score improves