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Getting started with Chimney Home
Getting started with Chimney Home

This guide outlines the onboarding process, resources, and ongoing support for launching Chimney Home in your digital banking platform.

Updated this week

Key Features & Platforms

Chimney Home comes equipped with powerful features, data, and automation to enhance your digital banking experience. Here's an overview of what you'll access:

My Home Tracker (Digital Banking Feature)

Homeowners can track their home value, available equity, and get personalized product offers directly in your digital banking app.

πŸ”— Learn more about My Home Tracker and the features you'll be able to launch in digital banking here.

Admin Platform

Your backend dashboard for customizing My Home Tracker, managing offers, and tracking performance.

πŸ”— Learn more about setting up your Admin Platform here.

Property Data

Access over 500 data points on every homeowner that enrolls, including home values (AVM), equity, mortgage details, and property attributes.

πŸ”— Explore the full list of data points you'll be able to access here.


Common Questions

How long does it typically take to go live?

The typical onboarding timeline is 60 to 90 days, but with proactive coordination, it can be expedited to 30 days.


What support is available during onboarding?

Dedicated Onboarding Strategist

Your team will be assigned a Client Success Lead for the first 90 days post-kickoff, ensuring a smooth setup, proper guidance, and a successful launch.

Technical Support

If you encounter a technical issue, please contact [email protected] to open a support ticket.


Who on my team should be involved?

While there is not a big time commitment required to go live, we do generally see the need for a cross-functional team to be involved across digital, marketing and lending.

Here are the roles and responsibilities we recommended allocating to the project:

Role

Typical Profile

Description

Est. Time

Project Lead

Project Manager / Digital Lead

Manages coordination, approvals, and communication

3-5 hrs/week

Admin Settings

Project Manager / Digital Lead

Set up branding, emails in admin

3-5 hours total

Offers & Campaign Set Up

Marketing & Lending

Set up offers, home equity and emails.

3-5 hours total

User Acceptance Testing

Full Team

Usability testing and QA

1 hr/week

Launch Promotion

Marketing

Develops launch plan and executes marketing strategy

10 hours


Do I need technical or engineering resources?

Generally, you will not need any technical resources to go live with Chimney Home. Chimney will coordinate with your digital banking partner to turn the feature on in Digital Banking.

That said, you may need a technical resource to verify your email domain to enable automated campaigns.

πŸ”— Learn more about configuring your Automated Emails here.


How should I promote this feature users?

Promoting My Home Tracker in digital banking is critical step to driving adoption and seeing results. We recommend two key approaches:

1. Launch promotion

  • Announce My Home Tracker via email, push notifications, and in-app messaging.

  • Highlight the key benefits: home value tracking, equity insights, and loan offers.

2. Evergreen promotion

  • Ensure new account holders automatically learn about My Home Tracker through onboarding emails and app notifications.

  • Keep promotion ongoing to maximize long-term adoption and engagement.

πŸ”— Read our marketing & promotion guide which highlights our recommended tactics as well as marketing examples.

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