Wisetack Referral Program 2024
Frequently Asked Questions
How do I refer a business to use Wisetack?
To refer a business to use Wisetack, please fill out the form on https://learn.wisetack.com/referrals
What information about my referral do I need to know before referring them to use Wisetack?
To refer a business to Wisetack, we just need their contact details including first name, last name, business name, business email address, and business phone.
What happens after I submit the form with my referral’s information?
We’ll take it from there. We’ll send them an email letting them know they’ve been referred by you. We’ll ask them for a few more details about their business, like which software tools they use, so that we can point them in the right direction. Then we will give them details on how to apply.
When do I get $125 for my referral?
Both you and your referral will receive $125 if the business you referred completes a financing transaction through Wisetack in their first 90 days after onboarding. We will send the gift cards using an online gift card vendor called Tremendous.
How does my referral complete a financing transaction through Wisetack?
First, they need to apply to Wisetack and be approved. Next, they should offer financing to their customers. When a customer is ready to check out their options, they’ll send an application link. If the customer pays for their services with financing through Wisetack, you both get the bonus. (And don’t worry – we’ll walk your friend through all the details once they sign up.)
How long does my referral have to complete the transaction?
Your referral has 90 days from the day their application has been approved to complete their first financing transaction in order to be eligible for the referral rewards.
How will I know when my referral completes their first financing transaction through Wisetack?
Once your referral completes their first financing transaction through Wisetack, we’ll send your $125 reward to the email you gave us when you made the referral. You can email promos@wisetack.com at any time to request the status of your referral.
How many referrals can I submit?
The maximum Qualified Referrals earned per calendar year may be no more than 25 Qualified Referrals.
What if I submit a referral and they don’t get approved to offer Wisetack financing?
Unfortunately, referral rewards are only valid if the referred business both gets approved to offer financing through Wisetack and completes a financing transaction through Wisetack within the first 90 days of opening their account.
Terms and conditions
By submitting a referral, you (the “Referrer”) consent to Wisetack's Terms and Privacy Policy, as well as the following additional Terms & Conditions for Wisetack's Referral Program:
Qualified Referral: A Qualified Referral is defined as a business that signs up to offer Wisetack and whose contact information is shared by the Referrer on the form at www.learn.wisetack.com/referrals. The Qualified Referral and the Referrer cannot be the same person or represent the same entity (for example, by using a different email address).
Referral Rewards: For you to earn referral rewards as a Referrer, the Qualified Referral must be approved to offer Wisetack financing and complete at least one financing transaction through Wisetack. Rewards are issued via Tremendous, an online gifting platform. Both the referee and the referrer will receive $125 once the business that was referred completes a financing transaction through Wisetack in their first 90 days after onboarding. The maximum Qualified Referrals earned per calendar year may be no more than 25 Qualified Referrals. As a Referrer, you are responsible for any and all tax liability resulting from rewards.
Eligibility: Eligibility is limited to merchants approved to offer Wisetack financing in the home services or home improvement industry only. Referrals made on or before Jan 1, 2024 are not eligible for this program. This current promotion will end on June 30, 2024.
This offer cannot be redeemed for cash, nor is it valid toward previous transactions. Wisetack reserves the right to cancel the Referral Program or to change these Terms & Conditions at any time in its sole discretion. Any unclaimed referral rewards will be forfeited at that time. Other restrictions may apply.