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FinMatch finance option in Easy PV

Setting up with FinMatch in Easy PV

Step 1. Sign up for FinMatch here

Step 2. Approval from FinMatch

Once approved we will link your FinMatch API key with your Easy PV account how do we know which account to link it to? the form? 

Step 3. Configure in Easy PV

In your user or pro account financial settings you can further configure your FinMatch settings:

  • Standard users: My account > Preferences > Financial. Scroll down to Providers. 
  • Pro users: Pro Account Settings > Financial. Scroll down to Providers. 
Deposit percentage

Enter the percentage of the total system cost that the customer must pay as a deposit, which will not be included in the financed amount. 

This amount can be edited on a per project basis. 

Custom finance URL

Enter the full URL of the finance page on your website (for example: https://www.yoursite.co.uk/finance). This link will be shared with FinMatch.

A custom link the FinMatch Finance Assistant will then be generated for each FinMatch finance option that's shared in a customer proposal. Read more about this below. 

FCA disclosure

Enter the customised text of your required FCA Disclosure which will be displayed on each Payment Option generated through FinMatch that is included in the customer proposal.

Example disclosure text

[Your Company Name] is a credit broker, not a lender. We are authorised and regulated by the Financial Conduct Authority (firm reference number: XXXXXX).  We do not provide financial advice but offer credit products from a carefully selected panel of lenders, all of whom are authorised and regulated by the Financial Conduct Authority.  We do not charge customers a fee or earn a commission for our credit broking services. Credit is subject to age, status and affordability.  Borrowing more than you can afford or paying late may affect your financial status and ability to obtain credit.  You are not obliged to use the lender we suggest.  You are free at any time to explore and secure financing independently, and it is possible that you may find a better offer elsewhere. 

Note: there is an 800 character limit on this disclosure text. 

Using FinMatch finance options in a project 

Navigate to Financial task > Financial inputs > Payment options.  You will then see FinMatch as a finance option.

Tick  

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In the customer proposal, the Payment Options pages that detail finance options generated through FinMatch will include a “Learn More” link. When clicked, this link will direct the customer to a finance details page on your website.

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