Your toolkit
Portal Access
You'll receive access to your own dedicated retailer portal, giving you everything you need in one place. From your bespoke finance calculator and live customer applications to securely uploading important documents, managing finance has never been easier.
Your Bespoke Calculator
Every retailer receives a bespoke finance calculator, fully customised to match your company's branding and colours. You can access it directly through your retailer portal, or we can provide an embed code so it integrates seamlessly into your website.
Customers can enter the value of their purchase and instantly view indicative monthly repayments across a range of repayment terms, helping them find an option that suits their budget.
When they're ready to move forward, they can continue straight from the calculator to a built-in finance application, allowing them to complete their application without leaving your website. It's a simple, seamless journey from quote to application, helping you convert more enquiries into sales.
Customer Applications
Manage all your customer finance applications from one central location. Your FinanceWorks retailer portal gives you complete visibility of every application, allowing you to track progress in real time from submission through to completion.
Instantly see the status of each application, including stages such as Approved, Declined, Pending, Signing Contracts, and more, so you're always up to date without needing to chase for updates.
You'll also be able to see whether your customer has completed and returned their Satisfaction Note (where applicable) and whether payment has been requested from the lender, giving you complete oversight of every stage of the finance journey.
BOOSTING YOUR SALES
Finance Banners & Ads
Promoting finance is a great way to show customers they can spread the cost of their purchase with affordable monthly payments. By making finance visible throughout your customer journey, you can increase enquiries, improve conversions, and turn more browsers into buyers.
To help you get started, we'll provide a range of professionally designed finance banners and promotional assets that you can use across your website, social media, and other marketing channels.
To ensure compliance with Financial Conduct Authority (FCA) regulations, all marketing materials that reference finance must be approved by FinanceWorks before they are published. We'll guide you through this process, making it quick and straightforward to stay compliant.
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