How to Set Up

The New Flat Rate and OPTIMUS Financing Integration

 

Review a step-by-step guide on how to set up The New Flat Rate and OPTIMUS Financing integration to enhance customer experiences in the service industry.

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TNFR + OPTIMUS

 

You know that rush of excitement when everything clicks into place? Like catching a series of green lights in a row or finding the perfect parking spot just as you pull up? It’s that smooth, effortless feeling we all love.

Imagine offering that same seamless experience to your customers with financing options that align perfectly with their needs. In this guide, you’ll learn how to set up The New Flat Rate and OPTIMUS Financing integration and connect the dots between your customers’ needs and what you can provide at the right time.

If you still need to sign up with OPTIMUS, please CLICK HERE. It’s free to sign up.

 

What Is OPTIMUS Financing, and Why Does It Matter?

 

OPTIMUS offers multiple financing programs to get your customers the best rate possible, even if they have challenged credit. It helps you get your customers pre-qualified for a flexible payment plan in less than two minutes without impacting their credit score.

 

Close more sales

  • Financing for all credit scores
  • Homeownership not required
  • One online paperless application

 

Grow your business

  • OPTIMUS Provides credit decisions in seconds
  • Quick funding upon authorization

 

Delight your customers

  • Soft credit pull doesn’t impact their credit score
  • Affordable monthly payments
  • No pre-payment penalties

 

Why Does It Matter for Tnfr Members?

 

Great news for all TNFR members! We’ve worked behind the scenes with OPTIMUS, so you can now offer automatic financing options from your TNFR menu! 

TNFR Menu

How Does the TNFR Mobile App Work With Optimus?

 

The New Flat Rate works with OPTIMUS by making it easier for your technicians to offer and manage financing options for your customers on the go. In a world of instant gratification, it’s a game changer when you can instantaneously provide the fix that helps your customer get their home fixed.

 

Here’s how it works:

 

 

  • Techs presenting options: After the integration, your technicians can show customers a menu with financing options and monthly payments directly on the TNFR mobile app.

 

  • Customer applications: Customers can apply for financing right from the app.

 

  • Approval status: Your technicians can see whether the customer’s loan application was approved or denied in the TNFR invoice.

 

  • Additional financing opportunities: If a customer is approved for more money than the cost of the service, your technicians can discuss with them about addressing other issues or upgrading their service choice. 

 

How to Set up the New Flat Rate and Optimus Integration

 

Connect Optimus in your TNFR dashboard

 

Start by logging into your dashboard at TNFRApp.com and navigate to “Integrations” on your left:

 

  • Integrations: This is where you will find “OPTIMUS”. Click the “learn more” button under it.

 

  • Manage tab: Go to the Manage tab when ready and enable the integration. From there, provide your OPTIMUS link, which you can find in your OPTIMUS dashboard.

 

  • Financing terms: Use longer terms for your top three options and shorter terms for the bottom two.

 

  • The New Flat Rate app: Make sure your techs go into their TNFR mobile app and tap the refresh icon so they can start offering financing options to your customers!

 

Using Optimus Financing for Your Next Service Call

 

Now that you’ve set up your new financing software in The New Flat Rate app, it’s time for you to go on your next service call with this new tool that gets the job done efficiently. Here’s a quick guide to get you rolling. 

If you have any questions, please give us a call at 706.259.8892 or email us at support@thenewflatrate.com