Dealer Portal Training. Empowering your business. INCREASE sales with IOLO’s no credit check program EASE of use with IOLO’s automated web application ACCESS web based Dealer training and support Consumer application and approval Dealer reporting
1) 100 day buyout option
(pay within 100 days without penalty)
2) 65% buyout option
(post 100 days pay 65% of the remaining amount)
Key Talking Points
Enter your assigned log in information
Enter the password for your store
(Please note, once training has been completed you
will be emailed your login and a temporary password).
ADD NEW CUSTOMER
pre-qualification question to continue to the customer application.
Fill out all required information, once you have finished select Save & Continue
** If the customer has not been at their current address for more than 2 years the previous address will be used for verification. Please do not skip this section, your customer may not qualify if the previous address cannot be confirmed.
Once the previous address has been entered, select Save and Continue to move to the next screen
Employment will be verified as well as the Employer, it is important the customer enters the main number of their work location. If the main number is not entered and employment cannot be verified your customers’ application may not qualify.
Routing information, account number and phone number
The portal will return you to the main screen. The application you just submitted will be listed in the portal as “Pending”. Please allow a few minutes for the system to refresh with the approval status.
If your customer is approved, the approval amount will be listed in the status description.
You will see an Approved response on the screen with their approval amount
The customer will also receive a confirmation email
Key Talking Points:
** Minimum lease amounts do apply **
Once the customer has been approved and has chosen their device and any accessories, you will complete the contract and payment process
You will reference this many times during your selling process so please keep it accessible
To begin the contract process, enter the device information. The site will not allow you to continue if you have exceeded the approval amount. You can add all accessories as well by selecting Add Another Device.
Customer must E-sign here to accept the contract.
Customer must also check the box here to accept that the device is in good, working order.
Customer must also sign this form to approve the ACH transaction for their new device. The date will populate automatically on the day of the sale.
The customer does not qualify for IOLO’s leasing program at this time.
We will be unable to share personal, and/or financial information with our Dealers regarding the customer account.
If the customer has not been approved, you will see “Denied” on the Application Status tab
This customer did not qualify for IOLO’s leasing program at this time
The customer can contact us via email at firstname.lastname@example.org for any additional information
Key Talking Points:
We understand the importance of you receiving the funding for your device as quickly as possible
Additionally we understand the importance of reviewing your customers that have taken advantage of the IOLO lease program
For your convenience you will be able to view the status of the payment and general customer information by selecting the “Sales Reports” tab
** Please remember to allow 48 hours for payment processing (not taking into consideration holidays and weekends). **
The Sales Reports tab will allow you to view which contracts have been “Funded” and which contracts are still “In Progress” as well as a history of IOLO customers for your location
Thank you for choosing IOLO to increase your sales ability and provide valuable leasing options to your customers.
Now that your training is complete you can expect your Welcome Kit within the next 5 days, including
Please display the material provided, you are also able to order additional material from the “How it Works”, or “Dealer Resources” section of our site.
Congratulations on your successful completion of IOLO’s Dealer Portal Training
You are now one of many dealers that can offer the benefits of IOLO’s Lease to Own program to your customers, while increasing your revenue through added sales opportunities
IOLO’s Dealer Support Team will be in touch with you shortly to issue your Portal Username and Password.