Chimney's Offers allow you to surface relevant lending products (HELOCs, mortgages, credit cards, insurance etc.) directly to homeowners inside your digital banking experience.
They connect each user’s home data and borrowing power to the right product offers from your institution, turning everyday engagement into lending opportunities.
What are Offers?
Offers are product cards that display personalized lending options to your users.
They can include details like:
Product name and description
Loan type (HELOC, Home Equity Loan, Mortgage, etc.)
Key rates, terms, and loan amounts
Calls to action (e.g., Apply Now, Talk to a Loan Expert)
Each offer can be customized with targeting, content and calls-to-action to match your campaigns and goals.
How Offers Help
Drive Engagement: Surface lending opportunities based on a member’s home value, equity, and borrowing power.
Promote Relevant Products: Automatically recommend the right products to the right users.
Measure Results: Track clicks and conversions to understand which offers perform best.
When members view their property dashboard, they’ll see personalized offers that align with their financial profile and home data.
Accessing Offers
To view or manage your offers:
Log into your Chimney Home Admin Dashboard.
Navigate to the Offers tab.
You’ll see a list of your existing offers, including their status (Draft or Live), targeting, and product type.
Use the edit icon to make changes or the toggle to activate or pause an offer.
What Users See
Once live, your users will see these offers inside their Property Intelligence experience under the Offers section of their home dashboard.
Offers display key details like:
The type of loan (e.g., HELOC or Mortgage)
APR, loan amounts, and payment terms
A clear call to action such as Apply Now
This helps users discover the right offers at the right time, turning interest into action. They can favorite offers they’re interested in or use the CTA buttons to move forward.
✅ Tip: Keep your offers up to date with seasonal campaigns or timely promotions to maintain engagement.
