Dealer Portal Training

Empowering your business

INCREASE sales with IOLO’s no credit check program

EASE of use with IOLO’s automated web application

ACCESS web based Dealer training and support Consumer application and approval Dealer reporting

CONVENIENT consumer options with two early buy out options

CUSTOMER SERVICE provided by IOLO once the customer is approved and has leased their device

Electronic Device Leasing – Make your Sale Consumers want the newest devices

IOLO provides a flexible lease payment program

Benefits of IOLO’s program

Convenient and affordable lease program with two early buyout options

1) 100 day buyout option

(pay within 100 days without penalty)

2) 65% buyout option

(post 100 days pay 65% of the remaining amount)

Pre-Qualify your Customer

Checking account that has been open and active the last six months

Checking account with no “Non-Sufficient Funds” (NSF’s) for the past 90 days

Currently employed with the same employer for the last six months

Earn at least $750 per month from your job

At least 21 years old

If the customer meets the pre-qualifications then you will assist them in completing the IOLO application so they we can determine the approval for the program.

It is important to emphasize the ease and convenient payment program the customer will have using the IOLO program to get the latest technology and the device they want.

Pre-Qualification Key Talking Points

Dealer Log In

Enter your assigned log in information

Enter the password for your store

(Please note, once training has been completed you will be emailed your login and a temporary password).

New Customer Application

Select ADD NEW CUSTOMER

Pre-Qualification

Answer each pre-qualification question to continue to the customer application.

Personal Information

Fill out all required information, once you have finished select Save & Continue

Personal Information (continued)

** If the customer has not been at their current address for more than 2 years the previous address will be used for verification. Please do not skip this section, your customer may not qualify if the previous address cannot be confirmed.

Once the previous address has been entered, select Save and Continue to move to the next screen

Employment Information

Employment will be verified as well as the Employer, it is important the customer enters the main number of their work location. If the main number is not entered and employment cannot be verified your customers’ application may not qualify.

Bank Information

Enter Bank Routing information, account number and phone number

Submitted Application

The portal will return you to the main screen. The application you just submitted will be listed in the portal as “Pending”. Please allow a few minutes for the system to refresh with the approval status.

Application Status - Approved

If your customer is approved, the approval amount will be listed in the status description.

Approved Customer

You will see an Approved response on the screen with their approval amount

The customer will also receive a confirmation email

Key Talking Points: Congratulate your customer and show them the devices they can

acquire with their approval amount. Remind them they can purchase any device within their approval

amount (including accessories for that device)

** Minimum lease amounts do apply **

Customer Contract

Once the customer has been approved and has chosen their device and any accessories, you will complete the contract and payment process

You will reference this many times during your selling process so please keep it accessible

Contract Process

To begin the contract process, enter the device information. The site will not allow you to continue if you have exceeded the approval amount. You can add all accessories as well by selecting Add Another Device.

Dealer Portal Continued…

Once the consumer has finished reading the contract they will be required to provide their electronic signature affirming their acceptance of the terms and conditions

Once the customers provides their electronic signature they have entered into a legally binding contract and are subject to the terms and conditions

Allow your customer the time they need to read and review the terms and conditions of their contract prior to having them provide their electronic signature

Accepting the contract

Customer must E-sign here to accept the contract.

Customer must also check the box here to accept that the device is in good, working order.

ACH Transaction Approval

Customer must also sign this form to approve the ACH transaction for their new device. The date will populate automatically on the day of the sale.

Application Status - Denied

The customer does not qualify for IOLO’s leasing program at this time.

We will be unable to share personal, and/or financial information with our Dealers regarding the customer account.

Denied Customer

If the customer has not been approved, you will see “Denied” on the Application Status tab

This customer did not qualify for IOLO’s leasing program at this time

The customer can contact us via email at customersupport@ioloit.com for any additional information

Key Talking Points: If the customer was denied because they did not meet all the

qualifications, remind them of the qualifications and that they can re-apply once they have met them

Dealer Reports

We understand the importance of you receiving the funding for your device as quickly as possible

Additionally we understand the importance of reviewing your customers that have taken advantage of the IOLO lease program

For your convenience you will be able to view the status of the payment and general customer information by selecting the “Sales Reports” tab

** Please remember to allow 48 hours for payment processing (not taking into consideration holidays and weekends). **

Dealer Reports (continued)

The Sales Reports tab will allow you to view which contracts have been “Funded” and which contracts are still “In Progress” as well as a history of IOLO customers for your location

Leasing Options made EZ

Thank you for choosing IOLO to increase your sales ability and provide valuable leasing options to your customers.

Now that your training is complete you can expect your Welcome Kit within the next 5 days, including

1 - 11” x 17” Poster for your store window 2 – 8 ½ ” x 11” Posters for your counter displays or other locations Stickers to place on the front door of your business Store Log in and password

Please display the material provided, you are also able to order additional material from the “How it Works”, or “Dealer Resources” section of our site.

Congratulations!

Congratulations on your successful completion of IOLO’s Dealer Portal Training

You are now one of many dealers that can offer the benefits of IOLO’s Lease to Own program to your customers, while increasing your revenue through added sales opportunities

IOLO’s Dealer Support Team will be in touch with you shortly to issue your Portal Username and Password.

Welcome Aboard…