Configuring Your Digital Loan Application: Recommended Offers

Overview

This guide explains how to manage the Recommended Offers section, which allows you to present cross-sell opportunities to applicants.

1. Landing Page: Section Settings

The main landing page serves as your control center for how offers are grouped and prioritized.

• Section Name: Customize the heading your borrowers see (e.g., "Recommended Offers").

• Visibility Logic: Use the dropdown to choose how offers are prioritized:

  • Display Pre-Qualified Offers First: Prioritizes credit-based matches.

  • Hide Recommended Offers Section: Removes the section entirely from the UI.

  • Set Order Manually: Allows you to define a specific sequence for the offers.

• Offers List: View and manage existing products like Overdraft Line of Credit, Personal Loan, and Credit Card.

  

2. Adding a New Offer

When you click the +Add Offer button, a configuration panel appears with the following steps:

Step A: Select Offer Type

Choose the fundamental nature of the offer:

• Pre-qualification: Used for offers based on credit criteria or pre-approval data.

• Static offer: Used for general marketing offers shown to all applicants who meet basic eligibility.

Step B: Loan Mapping

Connect the offer to your product suite:

• Loan Type: Select the specific loan product from your internal dropdown menu.

• External Links: Toggle Use External Application Link if you want to direct the applicant to a third-party site or a different internal portal rather than the standard Glide flow.

Step C: Visibility & Age Requirements

Define the demographic guardrails for the offer:

• Minimum Age: Set the youngest age eligible to see the offer (e.g., 21).

• Maximum Age: Set the age ceiling for the offer (e.g., 65).

Step D: Add

To add the offer click add at the bottom of the screen under adding a new offer

Saving and Publishing

• Save: Click the Save button at the top right to store your configuration changes.