Use Financing in Raysly

Financing is the Cash / Finance comparison on your offers, with loan products for your region. It comes with Raysly and is on by default, so there is nothing to connect. This guide shows how to switch it off or on, choose the products your customers see, and add your own.

This guide does not list any rates or terms. Each product shows the lender's own details and a link to the lender page.

Before you start

• You need a Raysly account. If you do not have one yet, create a Raysly account first.
• Sign in to Raysly as the account owner or an admin. Only owners and admins can connect or disconnect an integration.
• To add or tailor a product, have the lender's page address and the date you checked it ready. Every product shown to a customer must cite the lender's source page and a verification date.

Set up

1. Find Financing. In Raysly open Settings → Integrations. Under the Built in filter, click Configure on the Financing tile. The details panel shows an on/off switch and a Configure link.
2. Switch it on or off. The switch shows or hides the Cash / Finance comparison on your offers right away. It is on by default. Turn it off if you do not want to show financing at all.
3. Choose the platform products. Click Configure to open Financing on your storefront. Under Platform products you see the loan products Raysly keeps up to date for your region, each with a link to the lender page. Untick Show to hide a product, then click Save show/hide.
4. Tailor or add your own product. Click Edit on a platform product to save a copy you own; it replaces the original on your offers. Or click Add product under Your products. Fill in the lender, the product and its terms, then complete Source & verification: the Source URL (lender page) and the Verification date. Click Save product.
5. Check your products. Your products appear under Your products, next to the platform list on your offers. Click Edit to change one, or Delete and confirm to remove it. A deleted product disappears from your offers and cannot be restored.

Keep your sources honest

Rates and terms shown to customers must come from a real, current lender source. Only enter what the lender publishes, link the lender page, and update the verification date when you re-check it. If you cannot confirm a detail, leave the product out.