My Example CRM

How do I add the U.S. Bank Avvance offer to my offer wall?

How can I see the status of my U.S. Bank application?

How will I receive my funding from U.S. Bank Avvance?

How long does it take to get my funding from U.S. Bank?

What does it mean if my customer was partially approved?

Why would I refund any amount of my U.S. Bank Avvance?

How long does it take me to get approved with U.S. Bank/Avvance?

What is the process for my customer when they use my U.S Bank/Avvance offer?

I have a question about my US Bank/Avvance offer

Some offers require you to be a dealer in the banks network or you may need to just find the public link!

I want to add an offer from the Lender Marketplace, but I  don't have the application URL

If your lender or offer is not listed in the marketplace you can submit a request to have it added

Request missing lender/offer on B.Y.O.L.

Different lenders offer different financing/loan options

Types of Lending Options

What is shared with my customer on HomeLynx?

My customer does not have an email address, can they use HomeLynx?

The lenders and the offers YOU want to offer!

What is the Lender Marketplace?

View the offer wall from the customers POV

Preview your offer wall settings via Customer Preview

Connect or disconnect offers/lenders on my Financing page

Use only the lender or offers you want to offer!

Do I have to use the Recommended Lenders/offers?

Add the lender and offer you want to give your customers the financing options they need

How do I add my lender via B.Y.O.L.?

Offer financing for customers to finance their project with no fees!

Does offering Financing cost me $?

What is B.Y.O.L. (Bring Your Own Lender)?

Are you the bank?

Offer financing options in less than 2 minutes!

Set up your financing options!

Invite a customer to pre-qualify for financing anytime throughout the process

Invite a customer to pre-qualify for financing after a Project is created

Open communication with your customer or lender is the best way to get status updates!

How do I know if my customer is approved for financing?

Customers can easily start the financing process if you send them a unique URL or invite them from the CRM system.

Invite a customer to finance their project

After you submit a lender via BYOL, the status will show pending until approved in the system

Pending Status on Your Added Lenders?

Connect a lender from the Lender Marketplace using the application URL

What is a homeowner application URL?

Does the US Bank/Avvance application require a personal credit check, or is it based on business financials only?

Jana

Sofia Calicchio

Financing

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{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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