These actions can only be performed by your organisation's admins. A brief video explanation of this process can be viewed here.
Firstly, activate WebloanQ in billing. This action requires a credit card for a monthly subscription payment and ongoing usage of open banking services. Pricing for these services will be displayed in the billing section.
Under Access referrals page, go to 'Add new' and click on 'Inbound-WebloanQ' option:
In the dialogue, as a minimum, add the name of the WebloanQ flow, select which workflow and stage it needs to save and who will be the default deal owner. Also select type of plug-in drop downs (Comparison or Calculator and Asset Finance/Personal Loan/Home Loan)
NOTE:
Ensure the deal owner is a 'broker' user with accreditations. Also, ensure
Home Loan comparisons are linked to a 'Home Loan' workflow, and
Asset Finance and Personal Loan comparisons are linked to an 'Asset Finance' workflow.
Once the form is completed, click on 'Copy to clipboard' to close the dialogue and save the iframe code. The code will look something like this:
<div><iframe src="https://public.loanq.com.au/#/?logoUrl=https://public-salestrekker-dev.s3-eu-central-1.amazonaws.com/logos/dd5752f9-97d3-4bc8-89de-134fb750f8f6.png&p=https://drive.google.com/file/d/1Kha02Hbgikpmu4D-SHTqB6yRqS2bs0pi/view?usp=sharing&n=New%20Loanq&o=#%20Enterprise&e=maya+teammember@salestrekker.com&t=undefined&type=af&simple=true&u=https://dev.salestrekker.com/api/v1/access/referral/loanq/&k=856cb7a4-8147-4a6f-bea8-36e8d2af83f0" style="border:0;height:650px;width:100%;"></iframe></div>
The form has the following customisation options from Salestrekker:
Lender names and logos can be hidden (e.g. to prevent consumers to go directly to the lender)
A single deal label and a referral partner can be assigned to each form (note that each deal generated via WebloanQ will have a WebloanQ label automatically assigned)
Button, background and text colours can be modified from the default
The following customisation options can be edited in the iframe code:
Users can add their own welcome screen images by adding a URL link to the generated iframe code (use "&backgroundImageUrl=" and add the image URL)
Users can remove the main image and use their own web page wallpaper on the welcome screen (see below video)
Users can customise welcome screen header text to suit their specific needs (use "&welcomeHeaderText=" and add desired header text).
Here is an example of where to insert these components to customise the iframe code (see bold text):
<div><iframe src="https://public.loanq.com.au/#/?logoUrl=https://public-salestrekker-dev.s3-eu-central-1.amazonaws.com/logos/dd5752f9-97d3-4bc8-89de-134fb750f8f6.png&p=https://drive.google.com/file/d/1Kha02Hbgikpmu4D-SHTqB6yRqS2bs0pi/view?usp=sharing&n=New%20Loanq&o=#%20Enterprise&e=maya+teammember@salestrekker.com&t=undefined&type=af&simple=true&u=https://dev.salestrekker.com/api/v1/access/referral/loanq/&k=856cb7a4-8147-4a6f-bea8-36e8d2af83f0" style=&backgroundImageUrl=www.yourimageURL.png&welcomeHeaderText=write your message here!!"border:0;height:650px;width:100%;"></iframe></div>
Customisation walkthrough video and examples
