Customer website settings

This is where you can add your logo and links to some of your social media pages.

To upload a company logo, either drag and drop the file over the existing image, or click the image to browse for the file. You also have the option to have your company name (as entered in your company info) appear next to the logo. Use the checkbox labeled ‘Display company next to logo’ to make this selection. Your choice will be saved automatically.

The links section on the right lets you add links to your social media pages. To update links, click on them or click on ‘Empty’. Enter the links to your pages in the fields provided. Choose whether a particular link should be enabled using the toggle switches. Click the check-mark to save your changes. 

The home page section lets you create the content you'd like to be visible on your website's home page. 

There are three things you can change about the home page.  

1. You can add a company title/slogan in the title/slogan field.  
2. You can add text content for the home page in the content field.  You can format this content using the formatting options.
3. You can add images and captions for those images to the home page. To do so, click the ‘Images’ tab.
   1. To add a new image click ‘Add’. 
   2. To upload an image, either click the drop zone to browse for the file, or drag and drop the file on the drop zone.  
   3. Enter a caption into the caption field and a sub-caption into the sub-caption field. You can decide whether you'd like for the captions to display on the website. Once you're satisfied with your settings, click ‘Save’.

The company page is intended as a place for your customers to learn about your company. To enable this page, click ‘Edit’, and switch the enabled setting to ‘Yes’. If the page is enabled, you'll see a ‘Company’ tab for it appear on your website. 

To add or edit text content, use the formatting options in the text field. When you're ready, click 'Save'.

The privacy page of the customer portal is a place where you can publish your company’s privacy policy for your customers. To enable this page, click ‘Edit’, and switch the enabled setting to ‘Yes’. When enabled, the privacy page link is located in the bottom right corner of the customer portal.

You can add or edit text with the word processor, or you can use HTML to further customize the content. Once you have the page content entered and formatted the way you want, click ‘Save’ to save your changes.

The legal page of the customer website lets you publish any legal information, disclaimers, etc. that you want or need to, depending on the requirements of your state. To enable the Legal page, click ‘Edit’, and switch the Enabled setting to Yes. When enabled,  you'll see a ‘Legal’ tab for it appear on your portal.

To add or edit text content, use the formatting options in the text field. Once you have the page content entered and formatted the way you want, click  ‘Save’ to save your changes.

Use the FAQs page on your portal to show questions that you are often asked by customers and the answers to those questions. To enable the FAQs page, click ‘Edit’, and switch the enabled setting to ‘Yes’. When enabled, you’ll see an ‘FAQs’ tab for it appear on your portal. 

To add a question select ‘Add Question’. Enter the question in the question field and the answer in the answer field, then click ‘Save’. From there, you can click the pencil icon to edit any questions and the trash icon to delete them.

The testimonials page of the customer portal is a place where you can publish testimonials about your company's products and services. To enable the testimonials page, click ‘Edit’, and switch the enabled setting to ‘Yes’. When it is enabled, you will see a ‘Testimonials’ tab appear on your portal. 

Click the grey pencil icon to edit an existing testimonial or click the gray trash can icon to delete it. To add a new testimonial, click the blue ‘Add Testimonial’ button. Enter the name of the person giving the testimonial in the from field. Enter the person’s location into the location field. Enter the text of the testimonial itself into the testimonial field. Click the blue “Save” button to save the testimonial.

The contact us page lets borrowers send messages to you. To enable the contact us page, click ‘Edit’, and switch the enabled setting to ‘Yes’. When it is enabled, you will see a ‘Contact Us’ tab appear on your portal. You can also enable or disable the contact form on this page.  The contact form gives your customers a simple way to email you a message directly from the customer website.  

Enter the email address where the contact form messages will be sent into the contact email field.  You can add or edit text content by using the formatting options provided within the text box. Once you have the page content entered and formatted the way you want, click the ‘Save’ button to make those changes on the live website.

LoanPro offers a customizable application as a way to create new loans in the system. To enable the application on the customer portal, click ‘Edit’, and switch the enabled setting to ‘Yes’. If you choose to enable the application on the customer-facing website, an ‘Application’ tab will be shown on the website. Active applications will be displayed for the customer to access. 

You can change the display order of the application by clicking the arrows to the right of each application. Click ‘Save’. The magnifying glass icon lets you preview the application form.