HomeVest is an external finance tool easily accessible within One Click Contractor.
HomeVest can be found within the Estimate tab. There is a button on the top righthand side that says: Finance Options
After clicking the Finance Options button, a pop up window with additional information will appear within your One Click screen. Click the button that says Fill Information to begin the finance options process.
The next window will allow the customer to enter their information and apply for financing. Once all required information is completed, click the green Continue button.
Some additional personal information will be requested next. Once completed, again click the green Continue button.
The next screen will state if the customer is prequalified or not. If so, click the green button that says View Offers.
After clicking View Offers, the customer will see a list of finance options to choose from. Select the pencil icon below Discount to enter discount if applicable.
Once discount is entered, the Finance Project Amount will change and your customer will be able to click the blue button labeled Save and Recalculate.
Once clicked a green bar will come across the top of screen letting you know it Saved Estimate Successfully.
Depending on the discount applied, more or less finance options will show. Make sure the duration is set to All in order to ensure all possible finance options are displayed.
Click the link below to continue to Part 2 of this series.
https://help.oneclickcontractor.com/knowledge/one-click-contractor-and-homevest-financing-part2