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 Financing section, you can then choose to view the prequalification or financing application status.
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 prequalifications and financing application status.
The prequalification report displays the following information:
Customer Name
Prequalified Amount ($)
Prequalified Link
Status
Application Start Date
Date of Last Update
The financing application report displays the following information:
Customer Name
Prequalified Amount ($)
Requested Financing Amount ($)
Approved Financing Amount ($)
Application Link
Application Status
Application Start Date
Date of Last Update
Invoice Number
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 and prequalification applications but by reviewing the reports regularly, you can gain insights into your financing activities and make informed decisions.
Advanced Reporting
Filtering
Select the Filters button
Filter your results by setting the last updated date range in the from and to boxes.
In the Status section, you may select multiple statuses' in the drop-down provided.
Export and Downloading
Click the drop-down beside the Filters button
Select Download to download your results in PDF format
Select Export to download your results in .CSV format
If you have any questions about Financing Reporting