My Example CRM

Different lenders offer different financing/loan options

Types of Lending Options

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.

The lenders and the offers YOU want to offer!

What is the Lender Marketplace?

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

Pending Status on Your Added Lenders?

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, but I  don't have the application URL

Connect a lender from the Lender Marketplace using the application URL

What is a homeowner application URL?

Connect or disconnect offers/lenders on my Financing page

Does my customer have to use HomeLynx?

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

Does offering Financing cost me $?

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.?

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

View the offer wall from the customers POV

Preview your offer wall settings via Customer Preview

Offer financing options in less than 2 minutes!

Set up your financing options!

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

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

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

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

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

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

I have a question about my US Bank/Avvance offer

What does it mean if my customer was partially approved?

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

Jana

Sofia Calicchio

Prequalify customers for financing quickly

Financing

Find answers and get help from Intercom Support and Community Experts

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