The best option is to contact your website designer or manager to create a landing page and add WebloanQ iframe code to it.
On our test WordPress site, it looks like this:
We recommend the following further CSS changes to these lending pages (on most WordPress sites, go to Appearance >> Customize >> Additional CSS)
On mobile devices, hide the website header. This will present WebloanQ as it is designed.
Set out margins and padding on these pages to best suit your website.
Example of some CSS modification (note that page ID is specific for your own landing page:
@media (max-width: 550px) {.page-id-55280 .navbar{display:none;}}
@media (max-width: 550px) {.page-id-55280 .site-footer{display:none;}}
@media (max-width: 550px) {.post-body .post-content .row.limit-width.row-parent {
padding: 0;
}}
.post-body .post-content .row.limit-width.row-parent {
padding-top: 0;
}
Note: You need to find your own lending page unique page id. Right-click on the page in the browser and select 'Inspect'. Then search for the word 'page' until you find the ID:
What saves in the CRM?
All client entered data
Product client selected
Documents client uploaded
Open banking summary PDF
Any system notes or comments the client left in the portal
Using automation and workflow settings
To further enhance customer experience, we recommend you set up a dedicated workflow stage for WebloanQ deals. Things you can do here:
Set up workflow automation to send clients a Credit Guide/Privacy Disclosure document;
Set up workflow automation to send an SMS acknowledging the receipt of new client enquiry via WebloanQ
Set the workflow stage as 'non-editable' to ensure Client Portal doesn't display 'Edit Profile' section.