The policies and procedures below provide sales teams with some clear guidelines to follow when working with customers while offering Affirm.
✅ Set the expectation that Affirm will notify the customer whether he/she will be approved or declined.
✅ Offer professional condolences if they do not get approved by Affirm (offer alternative form of payment).
✅ Recommend Affirm AutoPay during application process.
✅ Have customers contact Affirm customer support (email@example.com) for any account questions.
⛔ Do not set the expectation that your customer will be unconditionally approved.
⛔ Do not send an application to yourself or complete the Affirm application on behalf of the customer.
⛔ Do not discriminate when offering Affirm as a payment option. Offer Affirm as a payment option to consumers in a consistent manner.
⛔ Do not attempt to prequalify applicants by asking questions about their personal credit or banking history before the application process.