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Service Finance

SERVICE FINANCE: 5 EASY STEPS

1

PICK A PLAN

Use the calculator to compare payment options and choose the best plan.

2

SEND APPLICATION LINK

Choose the correct company and send the application link to the customer.

3

CUSTOMER SIGNS LOAN DOCUMENTS

Once approved, the customer reviews and e-signs their loan documents.

4

COMPLETE CERTIFICATE

Fill out the Consumer Certificate of Completion with the customer.

5

CUSTOMER CALLS TO CONFIRM

Customer calls Service Finance to confirm completion. Funds are released to the dealer.

Service Finance: 866-254-0497

We’re here to help!

Original image (reference)
1

Pick a Service Finance plan in the calculator

Open the calculator and choose the SFC plan that fits the customer's project. The calculator will show the monthly payment and dealer fee.

2

Apply online — choose the company you represent

Open the application portal under the dealer entity that matches the project.

Company 1 of 4

Regency

Ernest Ybarra dba Regency Construction & Remodeling

Welcome Dealer815127059
3

Already approved? Send the customer to e-sign

Once SFC approves the application, send the customer here to electronically sign their loan documents.

4

Fill out the Consumer Certificate of Completion

Once the project is finished, fill out the SFC completion form together with the customer. The annotated example shows where each field goes.

Download blank form (PDF)
5

Send the signed form to Lital, then have the customer call Service Finance

After Lital has the signed form, the customer needs to call SFC directly to confirm the project is complete — that releases the funds to the dealer.