The Chimney Home Admin Platform serves as the central control hub for managing your integration, settings, and branding. It allows financial institutions to customize their users' experience, monitor performance, and manage product offers in real-time. Below is a structured overview of the platform's key features:

Key Features of the Admin Platform

1. Staging and Production Instances

The platform includes both staging and production environments to ensure an easy transition from testing to going live.

• Staging: For testing and configuring new features during the testing stage.
• Production: This should be your primary platform to prepare for launch and after launch.

2. Manage your Offers

The Offers Page is your main workspace for managing the product offers that are presented to homeowners. Key functionalities include:

• Create New or Edit Existing: Add new products such as HELOC, mortgage refinance, and more.
• Set Offer Priority: To prioritize your offers, simply drag the offer from the left column up or down
• Offer Details and Targeting: View and modify the offer name, product type, and targeting rules.
• Publishing Status: Publish or disable offers instantly based on current promotions or strategies.

3. Account Settings

The Settings Page includes all customization and team management options:

• Company Profile: Manage your organization’s details, including contact info.
• Team Management: Add or remove team members and adjust permissions.
• Email Settings: Configure email domains and templates for customer communication.
• Home Equity Configuration: Define the settings for displaying Home Borrowing Power based on loan team configurations. For more details on setting up Home Borrowing Power read our full article.

4. Performance Analytics

The Performance Tab offers insights into how the platform and offers are performing:

• Enrolled Homeowners: Track how many homeowners have enrolled all time an in a given time period.
• User Engagement:  and how frequently they interact with the platform.‍
• Offer Clicks: Monitor the performance of product offers based on the number of clicks.

5. Technical Support

• You are able to contact support or open a support ticket via chat in your admin account. You can also reach out to support directly at home.support@chimney.io.