ProLevelUp Link
Send a link. Close the job.
Send a secure financing link by text or email with your estimate. Your customer applies on their phone and sees every option, cheapest first.
Sample screen for illustration only. Actual offers, terms and costs are set by each provider and depend on your application.
Key features
Everything you need to close from a distance
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Send by text or email
Send from the dashboard, from the tablet app at your counter, or from your own software.
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Your estimate travels with it
The link carries the amount and job reference, so the customer only enters their own details.
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A one-time code on their phone
A mobile-first application that asks for a one-time code sent to the customer's phone.
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Live status
See sent, opened, started, approved, accepted and funded, without seeing credit details.
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Links expire, offers can wait
Links expire after [LINK_EXPIRY_DAYS] days. Offers can be saved and accepted later without reapplying.
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Consent rules built in
Messages follow our SMS terms and consent rules.
In the field
Sent from where you are
Send the link from the dashboard, from the tablet app at your counter, or from your own software. It carries the amount and the job reference with it, so your customer only enters their own details.
You then watch it move: sent, opened, started, approved, accepted, funded.
- Send by text or email
- Your estimate travels with the link
- A one-time code sent to the customer's phone
- Offers can be saved and accepted later without reapplying
How it works
From estimate to funded
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Send the link with your estimate
Send it by text or email from the dashboard, the tablet app or your software. The amount and job reference go with it.
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Your customer opens it on their phone
Each link is unique and asks for a one-time code sent to their phone before anything else.
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They apply once and compare
They enter their own details one time and see every option, sorted by total cost, cheapest first.
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You follow the status
Sent, opened, started, approved, accepted, funded. The provider funds you directly.
Who it's for
Contractors in the home, auto shops calling customers about repairs, clinics sending treatment plans, and call centres.
Anywhere the quote is written up away from a counter, or the person paying is not the person standing in front of you.
Questions
Questions merchants ask
Is the link secure?
Yes. Each link is unique, expires, and asks for a one-time code sent to the customer's phone.
Can my agent take details over the phone?
No. For the customer's protection, they always enter their own details through the link.
How long does my customer have to decide?
Links expire after [LINK_EXPIRY_DAYS] days. If they have already applied, offers can be saved and accepted later without reapplying.
The flow
From the link to the status list
Three screens cover a link sent, opened and followed.
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Image to comeThe dashboard composing an apply link for a clearly fictional sample customer, with a sample estimate amount and job reference attached to the message
The link composed from the dashboard, with your estimate attached. -
Image to comeA customer's phone showing the one-time code screen of the application, with a clearly fictional sample code field and the estimate amount above it
The customer's phone on the one-time code screen. -
Image to comeThe live status list for a clearly fictional sample business, rows reading sent, opened, started and approved, with no credit details on screen
The live status list, reading sent, opened, started and approved.
Sample screen for illustration only. Actual offers, terms and costs are set by each provider and depend on your application.
Try it with one of your own estimates
Book a walkthrough and we will send a link the way your team would send it.