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Getting Started
Frequently Asked Questions
First impression for the SimpleDirect App
Once you have successfully created an account and logged in to the SimpleDirect App, here's what you will see:
SimpleDirect Pro Dashboard
There are a lot of stuff there, but let's unpack it together.
New Application
This is when you want to help your clients start a new application to check their rates on SimpleDirect.
As you would see later, the "New Application" feature works when you are with the customer in-person, and also works when you are not with your customers.
Monthly Estimates
This is where you and the team can give customers their monthly payment quotes in additional to their project costs.
Customer Status
This is where you can keep track of all your applications in one place.
Now we've taken a look at the three quick-access app, let's take a look at what additional features you and the team can use in the SimpleDirect App.
Send Financing Page
Sometimes when you are not with the customers in-person and they wanted to check rates, they will have to go through your personalized financing website.This feature allows you to enter customer's email address and/or phone number and share the page to them instantly.
Invite Teammates
SimpleDirect App is meant for collaborations. We recommend having every sales rep equipped with the SimpleDirect App so they can give customer their monthly estimates and log new applications. You only need to include the teammate's name, email address and/or phone number, and we will send the invite to them instantly.
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Next, let's have a hypothetical customer you are visiting and walk through how you can use the SimpleDirect App to assist your sales process.
Getting Started - Previous
Register for the SimpleDirect App
Next - Getting Started
Case study: A hypothetical estimate
Last modified 5mo ago
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