Wisetack Integration
Connect Smarter Launch to Wisetack to offer your customers financing right inside your proposals — turning a big one-time price into affordable monthly payments. Your business is paid upfront through the Wisetack program, and you take on none of the lending risk or paperwork.
Wisetack
Consumer Financing
Wisetack is a financing technology platform for home and field service businesses. The Smarter Launch integration presents Wisetack's financing offer inside your proposals and connects your customer to the program — Smarter Launch is never the lender.
All loans are made by Wisetack's bank partner(s); Wisetack is a technology platform, not the lender. All financing is subject to credit approval. Not all applicants will qualify. Rates and terms vary.
Close the job. Skip the sticker shock.
The Wisetack integration puts an affordable monthly-payment option in front of your customers at the exact moment they’re deciding — without your business taking on any lending risk.
Win More — and Bigger — Jobs
When a proposal feels expensive, customers walk. Showing an “as low as $X/mo” option right on the proposal removes the sticker shock, so more proposals get accepted — and customers say yes to higher-value services when monthly payments feel manageable.
Get Paid in Full, Upfront
Your business is paid upfront through the Wisetack program while your customer repays the loan over time. You’re not waiting on installments, and you’re not the lender.
No Risk to Your Business
Wisetack and its bank partner handle the credit application, approval, loan origination, and servicing. Loans are made by the bank partner, not by your business.
Built Into the Proposal Flow
No separate portal and nothing extra for your team to do per proposal. Financing appears automatically on eligible proposals, right inside the workflow you already use.
From proposal to funded — fast.
See the financing offer
On an eligible proposal, your customer sees a financing banner with an estimated monthly payment — “as low as $X/mo.”
Prequalify in seconds
They check what they qualify for with a quick prequalification — a soft check that does not affect their credit score.
See real, personalized numbers
The monthly estimate is generated for the specific proposal amount through Wisetack’s program, so it reflects realistic terms — not a placeholder.
Apply when ready
When they decide to move forward, they complete a short application to take out a loan made by Wisetack’s bank partner.
You get funded
Your business is paid upfront, through the Wisetack program. Your customer repays the loan over time — you’re never the lender.
Simple for them. Hands-off for you.
What your customer sees
On the proposal
- Sees an “as low as $X/mo” banner on eligible proposals
- Prequalifies with a soft check — no impact to credit score
- Gets real, personalized monthly numbers for the proposal amount
- Applies through the Wisetack program only when ready to move forward
- Prequalification offers are time-limited, so terms stay current
What you handle
One-time setup
- Connect your Wisetack merchant account once in Integrations
- Financing applies within a configurable proposal amount range
- Choose which locations offer financing
- Offer and promotional messaging appear automatically on qualifying proposals
- Nothing extra to do per proposal — your team works as normal
More yeses. Bigger tickets. No risk.
Fewer Lost Deals
Fewer proposals lost to sticker shock — monthly payments make big jobs feel affordable
Higher Tickets
Higher average ticket — customers add services and upgrades when the payment feels manageable
Paid Upfront
Your business is paid through the Wisetack program while the customer repays the loan over time
No Lending Risk
Zero lending risk or paperwork — the application, approval, and servicing run through Wisetack’s program and its bank partner
Automatic Offers
Nothing extra for your team — the offer shows up automatically on qualifying proposals
Soft-Check Prequal
Customers can check options without impacting their credit score before applying
How It's Set Up
- Connect your Wisetack merchant account from the Integrations panel
- One-time setup with your Wisetack merchant ID and prequalification link
- Financing applies within a configurable proposal amount range
- Enable financing only at the locations where it makes sense
- The application, approval, and servicing run through Wisetack’s program and its bank partner
- Offers appear automatically on qualifying proposals after that
A few good-to-knows
- You’re never the lender. Wisetack is the financing technology provider and loans are made by its bank partner; Smarter Launch presents the offer and connects your customer to the program.
- All financing is subject to credit approval. Not all applicants will qualify. Rates and terms vary.
- Financing terms, rates, and eligibility are governed by Wisetack’s program and its bank partner — not by Smarter Launch.
- Prequalification offers are time-limited, so customers always see current, accurate terms.
- The financing prompt only appears on proposals within the eligible amount range, so customers aren’t shown financing for amounts that don’t qualify.
Want financing on your proposals?
See how Wisetack financing appears on a live proposal — we'll walk through setup and show you exactly what your customers experience.
Related Resources
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