Explore Financing
Financing MarketPlace
- ✓Seamlessly provides applicants multiple loan options from 3rd party lenders using one simple and quick application.
- ✓A soft credit check is required to present loan options.
- ✓Soft credit checks do not impact an applicant's credit score.
- ✓Depending on the loan option selected by the applicant, a hard credit check may be required to complete the loan transaction.
Payment Arrangement
- ✓Easily set up a payment plan between applicant and provider, where the provider is the financier.
- ✓No credit check is required, but a soft credit check is encouraged to better provide applicants with lending options.
- ✓A hard credit check is not performed on Payment Arrangement applicants.
Application Status
| Stage ↓ | Applicant Name ↓ | Date of Birth ↓ | Amount ↓ | Status ↓ | Started ↑ |
|---|---|---|---|---|---|
| Started | Jordan Ellis | **/**/1985 | $2,500.00 | In Review | 08/20/2026 |
| Loan | Casey Nguyen | **/**/1990 | $4,100.00 | Approved | 08/19/2026 |
| Payment Arrangement | Morgan Blake | **/**/1978 | $1,250.00 | Pending | 08/19/2026 |
| Loan | Taylor Reyes | **/**/1995 | $3,750.00 | Declined | 08/18/2026 |
| Started | Riley Chen | **/**/1988 | $980.00 | In Review | 08/18/2026 |
| Loan | Sam Whitfield | **/**/1972 | $6,200.00 | Approved | 08/17/2026 |
| Payment Arrangement | Avery Patel | **/**/1983 | $1,800.00 | Approved | 08/16/2026 |
| Started | Drew Sanchez | **/**/1992 | $2,975.00 | Pending | 08/15/2026 |
| Loan | Jamie Okafor | **/**/1980 | $5,400.00 | Approved | 08/14/2026 |
| Payment Arrangement | Casey Nguyen | **/**/1990 | $860.00 | Declined | 08/13/2026 |
History
History
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Section
Coming soon
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Payments Dashboard
Arrangement Dashboard
Lending Dashboard
Plans Dashboard
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Financing MarketPlace
Welcome! I'm Olly.
I'll be asking you a few questions in order to provide you with personalized payment options, presented to you by your provider.
Financing MarketPlace
This is a loan solicitation only. Wellfit is the software platform provider and is not the lender. Information received will be shared with one or more third parties in connection with your loan inquiry. The lender may not be subject to all Vermont lending laws. The lender may be subject to Federal lending laws.
You also agree to the Bread Financial® Privacy Policy and Bread Financial® Terms of Use (incl. E-Sign Consent and Arbitration) and authorize Comenity Capital Bank to obtain your personal credit information solely to conduct prequalification for credit offers.
Please read the information above carefully before checking off the "I Agree" box at the bottom. Your provider is available to answer any questions regarding this process.
Use arrows to view all available options. ⓘ
Applicant Information
Euless TX 76039
Additional Information
Next step in the lender application
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Scan QR Code
QR code hand-off screen
This is where a scannable QR code would display so the patient can complete the application on their own device. Send a screenshot and it'll be rebuilt to match.
Send Application Link
Send application link flow
This is where a rep would text or email the application link to the patient. Send a screenshot and it'll be rebuilt to match.
Payment Arrangement Setup
Payment Arrangement setup flow
This is where the practice would configure a payment plan directly with the patient. Send a screenshot and it'll be rebuilt to match.
Take a Payment
Patient Details
Payment Summary
Payment Confirmation
Payment confirmation flow
This is where the receipt / confirmation screen would appear after a payment is processed. Send a screenshot and it'll be rebuilt to match.
Chargebacks
| Case ID | Respond by | Office Name | PMS Patient ID | Transaction Date | Transaction ID | CB Amount | Description | Status ↓ |
|---|---|---|---|---|---|---|---|---|
| 1111111111111 | Sunrise Family Dental | 08/04/2026 | 83996359778430233 | -$111.11 | We did not receive your response to our inquiry within the specified timeframe | In Progress | ||
| 2222222222222 | 08/20/2026 | Sunrise Family Dental | 08/04/2026 | 83996359778430233 | $111.11 | Collaboration Flow - Processing Error - Incorrect Amount | In Progress | |
| 4444444444444 | Sunrise Family Dental | 08/04/2026 | 83996359778430233 | -$222.22 | Duplicate Processing | New | ||
| 3333333333333 | Sunrise Family Dental | 08/04/2026 | 83996359778430233 | -$222.22 | Duplicate Processing | Accepted |
History
| Transaction Date ↓ | Patient ID ↓ | Patient Name ↓ | DOB ↓ | Payment Method ↓ | Last 4 of Card/Account ↓ | Account Type ↓ | Transaction ID ↓ | Transaction Amount ↓ | Refundable Amount |
|---|---|---|---|---|---|---|---|---|---|
| 08/17/2026 | 12 | Jordan Ellis | **/**/1985 | Card | **** 1111 | 84087979918683199 | $121.00 | $121.00 | |
| 08/05/2026 | Card | **** 0009 | 83999941042502900 | $98.50 | $49.25 | ||||
| 08/05/2026 | Card | **** 0247 | 84087900866765416 | $51.25 | $51.25 | ||||
| 08/05/2026 | Card | **** 0004 | 84087900866765036 | $16.00 | $16.00 | ||||
| 08/05/2026 | Card | **** 0004 | 83999941042497069 | $82.75 | $82.75 | ||||
| 08/05/2026 | Card | **** 0009 | 84087900866763932 | $93.75 | $93.75 | ||||
| 08/05/2026 | Card | **** 0001 | 84087900866763288 | $88.00 | $88.00 |
Explore Plans
Purchase Plan
This feature enables users to directly select a plan from the list of available options.
Explore Savings
This feature enables users to select treatments for their patients and compare plan savings seamlessly before making a purchase decision
Explore Savings
Search Patient
Plan Details
| Plan Name | Last Modified | Support | Actions |
|---|---|---|---|
| PP Sunrise Plan | 08/12/2026 | (555) 018-2348 |
Payment Activity
Payment Activity
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Payment Settlement
Payment Settlement
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Payment Declines
Payment Declines
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Arrangement Activity
Arrangement Activity
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Payment Pending CBs
Payment Pending CBs
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Past Due Arrangements
Past Due Arrangements
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Loan Activity
Loan Activity
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Application Activity
Application Activity
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Plans Sales
Plans Sales
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Plans Members
Plans Members
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Plans Renewals
Plans Renewals
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Users
Users
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Roles & Permissions
Roles & Permissions
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Override Pin Codes
Override Pin Codes
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Plans Office Payments
Plans Office Payments
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Plans UCR/Codes
Plans UCR/Codes
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Plans Goal Settings
Plans Goal Settings
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Plans Fee Pricing
Plans Fee Pricing
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Settings
Settings
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