Please note the Wisetack Integration is only available to companies located in the United States.
With PaintScout's Finance Reports feature, you can easily view and analyze your customer's financing applications and prequalifications. In this guide, we'll explain how to use the Finance Reports feature and answer some common questions about it.
What are Finance Reports?
The Financing Reports feature is an essential tool for businesses that offer financing through Wisetack. This feature provides you with a comprehensive overview of your client's prequalifications and financing application statuses.
How to access Finance Reports
Log in to your PaintScout account and go to the Reports tab.
Under the Payments section select Financing Applications.
What information is included in the Reports?
Financing Reports are designed to be easy to understand, providing a clear and concise summary of the client's application status.
The report will include the application date, contact name, application status, application link, amount requested and approved amount.
Benefits of using Finance Reports
Financing Reports are a valuable tool for businesses that offer financing to their customers. Not only can you quickly access your current finance applications but by reviewing the reports regularly, you can gain insights into your financing activities and make informed decisions.
Advanced Reporting
Create more detailed reporting by setting your parameters in the Filters section to the right.
Export your report by selecting the Export button in the Summary header. This will initiate a download of a .CSV file to your device.
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