Stage 1- Customer Invitation & Pre-Marketplace
CommBank invites customers via digital marketing, emails or the banking app. Interested customers enter the Pre-Marketplace, where they provide basic details about their property and the products they’re interested in. They'll be recommended a system size tailored to their needs.
Stage 2- CommBank Marketplace
Next, customers enter the Marketplace, where they see a curated list of vendors based on their preferences. They can then request referrals from those available in their area.
Stage 3- Lead Generation & Customer Contact
When a customer selects an installer, a new lead will appear in the Brighte Vendor Portal, including:
- Customer Name
- Customer Contact Number
- Customer Address
- Requested Appliances
At this stage, you can contact the customer to discuss product options, installation timelines, and property details. Once aligned, submit a referral through the Brighte portal. You may also provide a preliminary quote for clarity.
Duplicate leads? The system separates leads by appliances, so you may see multiple leads for the same customer. Once you submit a referral, it will apply to all selected appliances.
Stage 4-Referral Selection & Finance Application
If the customer accepts your referral, they are redirected to CommBank’s website to apply for finance. You will not be notified of their application progress until their application is approved. Only after receiving approval confirmation from Brighte should you proceed with installation.
Stage 5- Installation & Payment
Once approved, you can coordinate the installation. After completing the job, submit a full invoice through the Brighte Payment Portal, including the VCF fee, to request payment.
See what you should include in your invoice.
FAQs
How do I reach out to customers when a lead is received?
Make an SMS introduction:
When a lead is received, we recommend you send the customer an SMS to introduce yourself. This text is a good opportunity to offer customers the opportunity to request the best time to call them.
Arrange a call at a time that suits the customer:
Call the customer at the agreed time if specified. If the customer does not answer, we reccomend two further calls.
Request a call back:
If unsuccessful, leave the customer an SMS requesting them to call you back if they wish to proceed.
Am I able to complete site inspections?
Yes, once you receive the lead through your Brighte Marketplace portal, we encourage you to schedule a site inspection. This can help boost conversion rates by allowing you to build rapport with the customer. You should handle CommBank leads as they would any other- the only difference is customers must always be directed back to CommBank for financing queries.