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Prequal Flex Fundamentals

Ideas & Best Practices for Getting the Most Out of Flex

Updated over a year ago

Prequal Flex is a powerful tool because you can use it anywhere. Plus, there’s no setup – just copy the link and paste it wherever you’re currently talking to buyers.

But, let's get more specific. Here are a few actionable ways you could start using Flex today.

Buyers can prequalify from their phone with Prequal Flex – and 95% of text messages were read and responded to within three minutes. Here's some sample text you can use:

Let's see if you're prequalified. The link below takes you to our one page form. Filling it out won't hurt your credit and we'll get a decision instantly.

Since 70% of off-road buyers look at new model info on social media, you can use Flex to capture their information by posting your link with a piece of inventory.

In the copy, focus on Flex's soft pull technology to make buyers feel comfortable submitting the application. Say something like:

Ready to ride? Head over to our prequalification application to get started. You'll get an instant decision, and it's a soft pull, so it won't hurt your credit.

Flex increases your sales efficiency by:

  • Giving your sales team a tool to find the most qualified buyers on your lot

  • Letting the buyer fill out in their own info, instead of making your team do it

So your reps have Flex with them on the lot, make Prequal Flex enabled badge for your sales team. When a buyer wants to prequalify, the buyer can tap the badge and the application will open automatically. Here are step-by-step instructions to make these badges yourself.

Prequal Flex is a great way to streamline your sales process during busy, high-traffic events. It strikes that perfect balance between letting the buyers start the process themselves, while still keeping your team in control of the sale.

Think about adding a Flex-powered QR code to:

  • Your Finance Manager’s desk

  • On a flyer buyers can take with them

  • Any in-store POS locations

Buyers love to look at inventory – so give the people what they want.

Pick a piece of inventory to feature in an email. Keep it simple by using the images and description on your website as the content and linking to your Prequal Flex link to capture buyer information.

You can see an example here and download the same template here.

Prequal Flex can be used across your website – anywhere from your homepage to the finance page. It's a great way to capture buyers who are browsing your website and get them into your dealership.

If you want to prequalify buyers on your inventory page, ask about our Prequal widget. It automatically integrates with your inventory pages and is designed to work alongside Prequal Flex.

You can see more details on each of these options here.


Have questions about how to use Prequal Flex? Reach out.

prequal@octane.co | 619.753.4132

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