As we approach the launch of our new Solution Center coming soon, we want to ensure you’re fully prepared to take advantage of its powerful new features. To assist you in this process, we’ve created a detailed checklist. Following these steps will help you set up and configure your Solution Center effectively, ensuring you make the most of its customization options and improved visibility. As a friendly reminder, the new Solution Center will replace your existing Company Information you are using today. For more information and a preview, click HERE.

 

 

1) Verify Contact Information

  • Review all contact details displayed in the Solution Center for prospective customers.
  • Ensure phone numbers, email addresses, and other contact information are accurate and up to date


2) Review and Update Your Logo

  • Check your current logo to ensure it looks its best with our improved layout.
  • Upload the updated logo if necessary.
  • Check out your new preview on the right!

 

3) Upload Marketing Content

  • Prepare images or marketing content that highlights your products and services.
  • Note, that you can now showcase two images for improved visibility!

 

4) Add your company social media URLs

  • Gather URLs for all relevant social media accounts (e.g., Facebook, Twitter, LinkedIn, Instagram).
  • Add these URLs to the designated field in the Solution Center to enhance your social reach.

 

5) Update “About Us”

  • Craft or revise a compelling narrative about your company.
  • Ensure that the information presented is clear, engaging, and informative for prospective clients.

 

6) Select Loan Programs

  • Select the loan programs you offer, ensuring they are relevant and correctly categorized.