The Offers Tab in the Chimney Home Admin Platform is the central hub for managing product offers available to account holders.
This tool allows financial institutions to prioritize, customize, and target offers based on user eligibility and financial profile. With real-time controls, institutions can edit, enable, disable, and prioritize offers to optimize engagement and conversion rates.
Offer Management
The Offers Tab provides financial institutions with full control over loan and financial product offers displayed to users.
Key Features
Feature | Description |
View all active offers | Displays a list of all current offers, including product details. |
Set offer priority | Determines which offers appear first based on importance. |
Define targeting criteria | Customize offers based on home equity availability, borrowing status, and user eligibility. |
Manage product types | Assign offers to specific loan or financial product categories. |
Enable or disable offers instantly | Activate or pause offers in real time. |
Edit or remove offers | Modify or delete offers directly from the Admin Platform. |
These features ensure that institutions can strategically position offers to drive higher adoption and conversion rates.
Prioritizing Offers
Why Offer Priority Matters
By setting offer priority, institutions can control which financial products users see first.
Use Cases for Offer Priority
Use Case | Description |
Promote seasonal campaigns | Highlight time-sensitive loan offers (e.g., a HELOC special rate promotion). |
Feature high-value products | Prioritize HELOCs, home equity loans, or mortgage refinancing for targeted users. |
Optimize engagement | Ensure that the most relevant offers are always displayed prominently |
How to Adjust Offer Priority
Drag and drop offers in the Admin Platform to reorder them.
The highest-priority offer appears first for eligible users.
Adjustments can be made instantly without disrupting the user experience.
This flexibility allows you to react quickly to business needs, ensuring high-priority offers receive maximum visibility.
Targeting Offers to Specific Users
Why Targeting is Important
Not all offers are relevant to every account holder. By selecting offer targeting criteria, financial institutions can ensure that only eligible users see specific offers, improving conversion rates and engagement.
Targeting Options
Targeting Option | Description |
Show to all users | Display the offer to all account holders, regardless of home equity status. |
Only homeowners with tappable equity | Target users with available home equity, encouraging them to access financing options. |
Current borrowers with loans from your institution | Promote refinancing or additional borrowing opportunities to existing customers. |
By applying customized targeting rules, institutions can ensure that users receive the most relevant financial offers, driving stronger adoption and engagement.