Step 1: Confirm Customer Interest
Verify that the customer has expressed interest in financing before proceeding.
Step 2: Mark Financing Discussed
Within your CRM, check the box titled "Discussed Financing" to update the customer's profile.
Step 3: Share Acorn Information
Download and provide the customer with the Acorn Information PDF.
Link to the PDF is Below
This document explains financing options and answers common customer questions.
Step 4: Access the Acorn Portal
Login to the Acorn Portal using your designated credentials.
Step 5: Send Invitation
Navigate to the Send Invitation section in Acorn Portal.
Complete the input form by including the following details:
Customer First and Last Name
Customer Email Address
Customer Phone Number
Required Estimate/Quote ID (from your system)
Required Customer ID (NetSuite Customer ID)
Order ID (optional)
Project amount
Move Date
Tip: Ensure all information is accurate to minimize delays in processing the loan application.
Click Send Invitation to generate the email invitation and application link to the customer.
Step 6: Confirm Invite Received
Verify that the customer received the invitation and encourage them to follow the link to complete the application. (If they didn't receive it, have them check their spam folder as well)
Step 7: If You Receive Notification that the Customer is Funded
Update the Customer's Payment Type in NetSuite with the Payment Dropdown
Notes
Remember to check the Lead ID and Customer ID in your CRM (e.g., as displayed in the red boxes in your interface).
This step-by-step guide ensures a hassle-free process for inviting customers to financing.