Capture links: one link per salesperson
Every rep has one link. Every client who opens it lands on your pipeline, with the rep's name on the lead and the finance already moving.
About 3 minutes · ArkFlow guides
The three things that matter
- 1
Copy the right link
Settings has three: capture (a lead), quick application (a finance application), prequal (a read on affordability). Each has a firm version and a personal version with your rep reference baked in.
- 2
Put it where clients already are
On the quote PDF, in your email signature, on your website footer (the "Get finance for this quote" badge does this in one paste), and as the reply you send on WhatsApp when someone asks about finance.
- 3
Watch the lead card fill
The client's upload, the prequal and their chosen structure appear on the lead card as they happen. You get an email the moment the lead lands. Call while it is warm.
The one mistake
Sending the firm link when you meant the personal one. Both work, but only the personal link tells you which rep generated the lead.
What happens next
The client gets a welcome with three doors. When they submit, you review the pack and send it to lenders in one click.