Online Loan Application.
Go to your Dashboard and choose the Bot you want to configure and press the 'Settings' icon.
You will be forwarded to the Configurations Menu. Here you need to press 'Sections' Icon. It opens a Drop down menu where you can configure your Bot. Click 'Online Loan Application'
A link to the application will provide a smooth transition from looking to booking.
Using the link to your loan application, your Bot will guide prospects into your online lending or account opening process where they can submit an application.
Pro Tip: If you want to configure your bots to track prospects as they go through your existing loan application, contact Shastic and we can provide you with instructions and assist you with implementation through your existing loan application provider.
You can do this yourself by following this Guide for LoanLiner and this Guide for MeridianLink.
Next step. Configure your Bot:
To see the Implementation Guide from Start to Finish go here