Line 5
How to use Line 5 in a deal
Hannah Van Goor
Last Update 4 years ago
Using Line 5 inside your deal
To use Line 5 financing, you will need to have a valid email address, home address, and birthdate entered in the Sale Information Page for your customer. Make sure the Business Manager is set to a mapped Line 5 user on the Sale Information Page.
Inside the Layout Page, select the Line 5 template, and rate your products like normal. You could also use the blue Settings button, and select Line 5 as the Menu Option. When the Line 5 Menu Style is selected, you will see the Line 5 logo in the blue bar at the top of the page, and a LIne5 Information section below your columns. Click the blue Quote All Columns button to receive payment options from Line 5 for each package.
On your customized menu, you will now see Line 5 payment options for each package.
On the Forms (Contracting) Page, you will see a lender drop-down field next to each product. Select Line 5 for the products that you would like to contract through Line 5 financing. Mark your products as sold, and generate your product contracts as you normally would.
The next step is to generate Line 5 contracts for the products you are selling through Line 5. Click next to Step 4 Product Lender Contracting to open up this section. Clicking the blue Contract button will open up a Line 5 section on the right-hand side of your screen. Click the blue Continue to Line 5 button to go to the Line 5 portal.
Inside the Line 5 portal, you will need to log in using the credentials given to you by Line 5. Continue through the contracting process as you normally would.
