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Adding a financing option for consumers through your contact center through a matter of copying some of our code. Change out a few parameters specific to your business and you will quickly be able to provide financing options for your consumers.

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Contact Center Receives An Inbound Call:

  1. Your contact center receives an inbound call from a consumer.
  2. Your agent copies down the consumer’s name, email, and phone.
  3. Your CRM takes note of this information and then assigns the consumer a unique ID.

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Consumer Interested In Financing:

  1. The consumer tells your agent that they are interested in financing, and your agent informs the consumer of the easy online financing application offered.
  2. Your agent asks if they would prefer it sent them via email or text.
  3. Once the consumer states their preferred method of delivery your CRM makes another note of their preferred delivery method under their unique ID.

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UAS Receives Consumers Unique ID:

  1. You will then take the consumers unique ID that includes their information and send it to us, UAS, using an API.
  2. Once we receive this unique ID, an API is used to send the consumer the application link via their preferred delivery method.
  3. Once the link is sent to the consumer you will be notified and make note of the consumer’s unique UAS account number.
The consumer clicks the link and proceeds to fill out the financing application. No work needed on your end, an API would respond with “Go to apply.uportal360.com and type an email to manually retrieve credit application,” and it would include directions to help retrieve the credit application manually. The consumer decides that they want to switch from receiving emails to receiving texts or vice versa. You will need one of your agents has to do is send a request to change the delivery method. If the API itself knows that the link was undeliverable to the consumers. The API would notify one of your agents so that they can update the consumer’s CRM to show that the email address or phone number used wasn’t unique to the consumer. Once the CRM is updated your agent would resend the link but because the original link sent was undeliverable it wouldn’t show the link being sent twice. If your consumer doesn’t receive the link all your agent needs to do is send a request to “resend” the email or text with the application link.

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Video Demo

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Starting Code

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Modify Code

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FAQs