EZ Check Enablement

What EZ Check is

The lead engine. EZ Check is the soft-pull tool the merchant runs to find financeable customers. Every application downstream starts as an EZ Check lead, so getting this live and flowing is the highest-leverage thing in week one.

• A soft-pull lead tool. It checks a customer's options without affecting their credit score, so the merchant can see who is financeable.
• The 300-a-month engine. The month-one floor of 300 leads runs entirely through EZ Check, roughly 10 to 12 a day.
• Connected to their funnel. Their lead source feeds EZ Check, and the data flows back so each lead makes the next one easier to find.
• The input to everything. Leads become applications become funded deals. If EZ Check is not flowing, nothing downstream is either.

The deploy SOP

Internal, for the installer. Run this from the SOP, never from memory. The client is only told EZ Check is live after the test lead passes.

1. Book the deploy in-window8 to 5 PST onlyThe self-serve booking link offers only in-window slots. Aim for inside the first hour of the welcome where possible. [Confirm the booking link.]
2. Install EZ Check for the merchantFrom the deploy SOPSet up the merchant's EZ Check account and dashboard. [Confirm the exact install steps and where the account is created.]
3. Connect the API keyThe integrationConnect the API key so EZ Check is wired behind the merchant's funnel. [Confirm where the key lives and how it is connected.]
4. Run a test leadVerify, do not assumeRun one test lead and confirm it returns the expected results before doing anything else. [Confirm the exact fields a test lead returns, the four numbers.]
5. Connect data and the Meta PixelSee section 03Wire the merchant's lead data and Pixel so conversions flow back, this is what makes leads compound.
6. Only now, tell the merchant it is liveAfter the test passesConfirm the test lead returned and data is flowing, then walk the merchant through the portal (section 04) and hand them this guide.

Connecting data & the Pixel

The single highest-leverage part of the deploy. When lead and conversion data flows back, every lead sharpens the next. Do this on the deploy call, with the merchant, not later by message.

1. Confirm the funnel feeds EZ CheckTheir lead sourceCheck where the merchant's leads come from (their lead source) and confirm that source is wired into EZ Check so leads actually arrive.
2. If they run Meta, connect the PixelConversions flow backConnect the merchant's Meta Pixel so conversion events flow back to their ad system. This lowers their cost per lead over time. [Confirm the exact Pixel connection steps.]
3. Confirm data is flowing both waysIn, and backVerify leads are arriving and conversion data is posting back. The merchant's health board should show data connected.

Reading the portal

For the merchant. Once you are live, here is how to read your EZ Check dashboard, so you always know where your leads are and what to do next.

• Your leads. Every lead you run appears here, with their status. [Confirm where the leads list sits in the portal.]
• Lead status. Each lead shows where it is in the process, so you can see who is ready to move forward. [Confirm the statuses.]
• Your numbers. Your running lead count and activity, so you can see your pace toward the 300 a month. [Confirm the dashboard view.]
• Where to act. The leads worth following up are the ones that prequalify, work those first. [Confirm how a prequalified lead is shown.]

Running a lead

For the merchant. The core action, the one you will do many times a day. We will run your first one together on the deploy call, then it takes seconds.

1. Start a new leadFrom your dashboardOpen a new lead in EZ Check. [Confirm the exact button and screen.]
2. Enter the customer's basic detailsA short formEnter the customer's information. Keep it quick, fewer fields means more completed leads. [Confirm the required fields.]
3. Run the soft checkNo impact to their scoreThe soft pull checks their options without affecting their credit score. [Confirm the submit step.]
4. Read the resultWho prequalifiesSee whether the customer prequalifies and for what. Work the ones who prequalify first. [Confirm how the result displays.]
5. Move a good lead forwardInto an applicationFor a prequalified customer, move them into a finance application. Your point of contact will help you with the first few.

Hitting 300 leads

For the merchant. 300 leads in your first month sounds like a lot until you break it down. It is a simple daily rhythm, and we help you build it.

• Make it a daily habit. 10 to 12 leads a day, run as you go, gets you to 300 without a scramble.
• Point your funnel at it. Every enquiry you already get can become an EZ Check lead, so you are not starting from zero.
• Use the list-upload play. If you have an existing contact list, we can run it through in one go to get you moving fast.
• Watch your board. Your health board shows your pace, so you always know where you stand.

Scenarios

What comes up with EZ Check, and what to do.

Definition of done & SLA

EZ Check enablement is done when all of this is true.

• EZ Check live with the API key connected.
• Test lead returned the expected result before go-live.
• Data and Pixel connected, flowing both ways.
• Merchant can run a lead and read the portal, confirmed on the call.
• Daily rhythm set, the merchant knows their 10-to-12-a-day target.

Who to contact

Owners for EZ Check.