Create a business profile and select which financial services to re-shop (can select multiple at a time).
For each service selected, upload documentation to verify the rates and terms of your current service provider then submit.
We take it from here and extract the key data points needed for Providers to create your custom new offer.
We send the request to our diverse network of A+ rated providers. If they can beat the current rate while maintaining identical or better terms, they can submit a custom offer.
After we've collect all offers, we present you with the best offer found in network- savings can be as high as 85% per service.
We send your request to our diverse network of Providers. If they can beat your current rate while maintaining equal or better terms/service, they can submit a counter offer. After we've collected all offers, we sort them by savings (high to low) and share with you the top offers found.
This is necessary to validate the current service terms and rates of your current provider and eliminate the application process. Spendly experts extract key data points from these documents to give our providers the data points needed to determine if they can offer a better deal at a lower rate.
These data points differ by financial service but never contain any personal or business identifying information.
Have you ever filled out an online request to then get bombarded with phone calls and emails?
So have we and that's why we built Spendly differently. With Spendly, you will never get unsolicited calls and can choose when to release your contact information after the initial first place offer. You control who gets to contact you and when by requesting a callback time.
All Spendly Providers go through a rigorous interview process and business bureau review to ensure they provide the highest level of customer services, service quality and ethics. Our mission is to have you upgrade your financial service experience to a Spendly Provider and never sacrifice quality for cost savings.
Our providers have different specialties and target demographics allowing you to get the best offer based on your business industry, needs and activity