The Offers feature in Property Intelligence lets you create personalized product promotions that appear directly in your users’ dashboards.

From your Admin Dashboard, navigate to the Offers tab and click + New Offer .

This will open the offer builder, which includes two sections:

Select the relevant product type from the dropdown list (e.g., HELOC, Home Equity Loan, Mortgage Refinance, Credit Card, Personal Loan, etc.).

This helps categorize the offer to display it correctly in the user dashboard.

Enter a short, engaging title for your offer.

Example: “Unlock Your Home’s Equity with a HELOC”

Add a brief description explaining the product and its benefits.

Example: “A HELOC lets you borrow against your home’s equity as needed - like a credit card, but with lower rates.”

Customize the button text (e.g., Apply Now, Talk to a Loan Expert) and paste the link to your online application or landing page.

Add any legal or disclosure text that should appear under the offer.

You can format this section with bold text, links, or bullet points as needed.

Use this area to call out key details such as rates, terms, or loan amounts.

Each highlight has:

As you build, you’ll see a live preview of the offer on the right side of the screen.

Click on the Audience tab to control who will see this offer.

Enable this to display the offer to every user in your Property Intelligence experience.

Turn this on if the offer should only show to users who have a calculated borrowing power.

You can define more specific targeting rules:

For each rule, select whether the condition is or is not true, then add the matching criteria.

When you’ve finished configuring your offer:

Once live, your offer will appear under the Offers section in users’ dashboards, ready for engagement.