Financeit loan financing is available for all job types with Canadian addresses. Sales reps can choose this financing option, add a quote, complete the qualification process in the lender portal, and sync the quote back into the proposal to view the latest status. This helps create a more seamless and connected path from quoting to approval.
Follow the steps below to integrate Financeit.
Step 1: Click “Integrations” under “Manage Integrations”.
Step 2: Click “Financing Partners” from the main menu and find Financeit. Click “Connect”.
Step 3: Type the login name and password and click “Log in”.
Step 4: Click “Return to Application”.
Step 5: Now the finance partner is integrated. You can also Disable or Reconnect it using the respective buttons.