Alarm.com Smart Home Pay Integration and Setup
Setup
Create Consumer Financing Program
View
- While logged into SecurityTrax, click on your Company Name or the Hamburger icon
in the upper-left header.
- Note: Once clicked, the hamburger will change to
.
- Note: Once clicked, the hamburger will change to
- Under Admin, click Company Settings.
- Click Consumer Financing Programs in the Integrations section.
Create
- Click on Add on the top right corner.
- Fill out the name field and select Smart Home Pay LOS in the drop-down.
- Click Save.
Obtain Signing Secret
-
Log into Smart Home Pay Portal:
- Navigate to the Smart Home Pay portal and log in with your credentials.
-
Access Webhook Settings:
- Go to the settings section.
- Click on the "Webhooks" option.
-
Enter URL:
- In the "Application Stage Updated" webhook option, enter the URL provided for the integration.
- Enter https://app.securitytrax.com/profile...y-los-callback but replace profile name with the one in your SecurityTrax site URL.
- Click the "Subscribe" button.
-
Copy Signing Secret:
- Scroll to the top of the page.
- Copy the "Signing Secret".
-
Enter Signing Secret in SecurityTrax:
- Log into SecurityTrax.
- Navigate to the Company Settings click Consumer Financing Programs.
- Open the Lender you created by clicking the name.
- Now click the Integrations tab.
- Paste the copied "Signing Secret" into the "Signing Secret" field.
- Add API token from Smart Home Pay representative.
- Select Production in the drop-down.
- Toggle the Enable slider.
- Click Save.
-
Test Connection:
- Once the credentials are entered in SecurityTrax, click the "Test Connection" button to verify the connection is authenticated.
NOTE: Make sure that the Person who is submitting the application, is set up in the Smart Home Pay as an authorized user and that the email address for their user account in SecurityTrax and their user account in the Smart Home Pay portal is the same. If you have not set up the person as a user in the Smart Home Pay portal, you will get an error and not be able to submit the application. Reach out to your Smart Home Pay representative for assistance if needed.
Usage
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Navigate to Customer's Accounting Page:
- Go to the accounting page of the customer for whom you want to set up financing.
-
Select Financing Option:
- Click on the "Financing option".
-
Choose Lender Account:
- If you have more than one lender account set up, select your preferred lender.
- This will redirect you to the application page.
-
Populate Application:
- Data already entered into SecurityTrax will automatically populate onto the application.
- Fill out any additional fields as necessary.
-
Submit Application:
- Ensure that the person submitting the application is set up in Smart Home Pay as an authorized user.
- Verify that the email address for their user account in SecurityTrax matches the email address in the Smart Home Pay portal.
- If there are discrepancies or if the person is not set up as a user in the Smart Home Pay portal, you will encounter an error and will not be able to submit the application.
- For assistance, reach out to your Smart Home Pay representative.
- Once ready, click the "Submit" button.
-
Customer Email:
- After submission, the customer will receive an email asking them to complete their portion of the application.
-
Monitor Application Status:
- Monitor the status of the application in SecurityTrax.
- Complete any additional tasks assigned or necessary.
- Track the status of the loan until final approval.
Application Status Sections
- Pending
- Underwriting
- Acceptance
- Finalization
- Pre-funding
- Funding
- Funded
For more guidance on the loan submission, underwriting process, or questions on how to complete tasks, please reach out to your Smart Home Pay representative.