Introducing the New Check Rates Experience: Making Financing Simple for Your Customers
Today, we're launching SimpleDirect Offer Experience 2.0.
By George Pu, CEO & Co-Founder, SimpleDirect
Today, I'm excited to share a major product update that addresses one of the most consistent pieces of feedback we've received from our merchant partners: helping customers better understand their financing options.
The Problem We're Solving
For too long, contractors have been caught in an impossible position. Your expertise lies in HVAC installation, roofing repairs, or home renovations—not in explaining the nuances between personal loans, pre-qualified offers, 0% APR promotions, and credit card options.
We've heard from countless partners that while they want to offer financing to close more sales, they often struggle to guide customers through the decision-making process. This creates friction at the most critical moment: when a customer is ready to move forward but unsure about their payment options.
That's exactly why SimpleDirect exists—to handle the complexity so you can focus on what you do best.
Introducing SimpleDirect Offer Experience 2.0
Today, we're launching a comprehensive suite of improvements designed to dramatically enhance how your customers discover and select their ideal financing options, ultimately boosting your conversion rates.
🤖 Smart Personalized Recommendations
Gone are the days of overwhelming customers with every available option. Our new AI-powered recommendation engine asks just three simple questions and automatically suggests the financing products most likely to fit each customer's unique situation and creditworthiness.
📊 Crystal-Clear Progress Tracking
We know that checking rates is just the beginning of the financing journey. Our new progress bar clearly shows customers exactly where they are in the process and what to expect next, eliminating uncertainty and reducing drop-offs.
🧭 Streamlined Navigation
We've completely redesigned the user flow to be more intuitive. Customers can now easily find and compare their options without endless scrolling or confusion about next steps.
💬 24/7 Intelligent Support
Our new AI chatbot, trained on thousands of real customer conversations, is available around the clock to instantly answer financing questions and surface relevant help articles, without your team lifting a finger.
What This Means for Your Business
These improvements aren't just about better user experience—they're about driving real business results:
- Higher conversion rates from inquiries to funded loans
- Reduced support burden on your sales team
- Faster deal closures with less back-and-forth
- Improved customer satisfaction throughout the financing process
What's Next
This update will be rolling out to all SimpleDirect merchants over the coming days. No action is required on your part—the improvements will automatically appear in your customer-facing financing flows.
And we're just getting started. In the pipeline, we have even more exciting features coming:
- Advanced financing status tracking for better visibility into your deals
- Enhanced mobile experience for on-the-go customers
- Additional customization options to match your brand
Our Commitment
At SimpleDirect, we believe that offering financing shouldn't require you to become a lending expert. Our job is to make the complex simple, so you can focus on growing your business and serving your customers.
This update represents our continued commitment to that mission. We're here to help you succeed, one streamlined financing experience at a time.
Questions about the new features? Reach out to our team at support@getsimpledirect.com or through your merchant dashboard.