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- Apr 21
- 3 mins read
Netsuite Bank Integration: Automatic Loan Approval Inside of NetSuite
It is often said that we live in an on-demand world where instant gratification is becoming the norm. How did things become this way? Of course, people have been short of patience since the word was invented, but why does it now seem like demanding exactly what you want, when you want it and actually getting it, has become normal? We think it’s because technology has removed a lot of the excuses that used to get in the way of customer’s having their cake and eating it too! And in honor of this crazy new tradition of using technology to cater to your customers exact needs, we have developed a NetSuite bank integration application that allows you to approve your customers for financing and process the payment from the bank without ever leaving NetSuite!
Imagine empowering your sales staff to take your customers completely through the sales cycle, using just an Ipad and NetSuite! The Emprove Finance application allows you to remove the financial excuses that get in the way of your customer’s demands; empowering you to close deals at higher rates, simplify the buying process for your customers, and increase your back-end efficiency at the same time!
To start, it’s as simple as filling out the customer’s info and clicking a button to ask for the banks to pre-qualify a potential customer!
The approval happens in seconds!
Once the bank approves the customer, the sales staff has the option to set up a sales order for the customer to make a particular purchase. The sales staff will fill out the sales order as they normally do but then send the order to the bank, where it will the process the loan for approval, again within seconds.
If the loan is approved, you can now create an invoice that will be sent directly to the bank as confirmation of the loan transaction and is available for your customer’s records. Once, the invoice is sent, the payment response is automatically created and deposited almost immediately.
That is all it takes! You receive your payment, and your customer has their purchase, the tradition of on-demand gratification continues! To learn more about eMprove Financial, the NetSuite bank integration bundle, please fill out the form to learn more and how you can receive your free bundle!
Jeremy McCourt is an content producer in the enterprise software industry that focuses on NetSuite and related cloud-based software solutions.
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