EasyLink allows you to send a link to your customers by email or text message, so they can fill out their application remotely on their personal device. This enables you to offer financing remotely, while also maintaining the security of your customer’s personal information.
How to Use It:
In Estimate and Apply choose your lender and plan if necessary.
Scroll down and click Send Easy Link
You are then prompted to enter either your customer’s email or phone number.
Hit Send and your customer should receive their application shortly
Tracking Your Easy Link
Once you’ve sent your Easy Link, you’ll want to keep track of your customer’s application status. Please keep in mind that Easy Links expire after a 24 hour period if not opened by the recipient.
There are two ways to keep up with your customer’s status:
Set Up Notifications:
Find the Menu Icon at the top right of any screen in Credit For Comfort.
Clicking it will bring out a side panel where you’ll find Notifications.
In the Account Notification Settings menu, input your email address and the email address of anyone else in your company that you would like to be notified.
Make sure the Notify Sender switch is set to the right and colored blue.
Hit Save and you will be notified by email whenever a customer has submitted an application.
2. Check Leads and History:
On the Home Screen go to Leads and History.
In Application History, you will land on the Leads Tab
Here you can monitor all of the applications you’ve sent through EasyLink.
Note: Notifications work with all of our lenders EXCEPT Marlin, since their applications are completed on Marlin’s Portal and not on Credit For Comfort at this moment.