How do I set up an offer code?

Just a quick note — only Admins can set up new offer codes in the portal. If that’s you, here’s how to do it:

1. Head over to the Rate Sheet tab.
2. Scroll down to the Offer Codes section and click to expand it.
3. Click Create New Offer Code.
4. Give your offer code a name — this is for internal use only, so your customers won’t see it.
5. Choose at least two loan products to include, then hit Save and Close.
   
   

That’s it! 🎉 Your new offer code will show up in the Offer Codes section, where you can rename it, disable it, or update the products anytime. You can now send the offer code with any loan invitation.

Need help along the way? I’m here for you! 🙌