Managing offers in the Chimney Home Admin Platform

The Chimney Home Admin Platform provides a robust system for managing and customizing product offers for homeowners, making it easy to tailor offers based on user profiles and account holder preferences. Below is a structured guide on how offers are set up, managed, and displayed to users.

Understanding the user experience

Where do offers appear for account holders?

Offers are displayed to users in multiple areas within their banking app:

• Home banking tile: Recommended offers are prominently displayed in this tile.
• Equity tab: Offers that are tailored based on available home equity appear here.
• Offers tab: Users can browse all available offers, which are filtered based on their goals and financial profiles.

What do offers look like in My Home Tracker?

Each offer includes important details to help users make informed decisions:

• Product labels: Indicates the type of offer (e.g., Home Equity Line of Credit) and whether it’s recommended.
• Offer details: Includes a headline, description, key product values (e.g., APR, loan amounts, interest details), and disclaimers.
• Call-to-action links (CTA): Offers can link directly to a point of sale (POS) system, an application flow, a contact form, or any relevant webpage. These CTAs can be configured based on your desired user journey.
• Pin to dashboard: Users can save offers for future reference, pinning them to their dashboard for easy access.

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