In an FAQ titled How to Update the ‘Every Page’ Compliance Footer and Disclaimer we described how to add or alter the General Disclaimer at the bottom of every page. This area includes your general disclaimer, Licencing details, ACL or Credit Rep attributes, or anything else your parent ACL holder deems necessary. That same article showed how to include an always up-to-date, fully trackable, and trigger-ready Credit Guide link as part of that footer. In this article we'll look at how to render the same Credit Guide link anywhere.
The Credit Guide is referenced in a number of places for a number of reasons, and the number of your competitors that have an out-of-date or broken link to their guide is rather alarming. Your Credit Guide was uploaded to the standard File Manager and the specific document was defined when you sent your General Disclaimer to your website. The actions just described are required before you may render a Credit Guide link.
Pictured: A panel in the Compliance module allows you to define your Credit Guide so it may be attached to your every-page general disclaimer in the footer. This action is required before the Credit Guide link may be used. Once sent, however, it is always up-to-date.
The link formatting itself is simple: [bm_credit_guide]Download Credit Guide[/bm_credit_guide]. The 'Download Credit Guide' is obviously replaced with anything you like. The result: Download Credit Guide. Note that when you mouse over the Guide the returned tooltip shows the last update time.
When a user downloads the guide it is fully tracked to the user level, and detailed statistics are maintained. If we don't identify the user until 'later', their past interactions are associated with their identify. Various Download Triggers may now be optionally applied as if it were any other document served to your website.
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Related Linking FAQs
Related Linking FAQs. Includes 'Series' blocks.
A short or truncated URL is rooted in olden day Usenet and bulleting board services. A user would often post a link to a discussion, and that link would line wrap or become difficult to use. The solution was to take a short URL that would link to the longer URL. One of the first… [ Learn More ]
An inline frame (iframe) is a HTML element that loads another HTML page within the document. It essentially puts another webpage within the parent page. The modal link we're about to describe loads a very simple modal and then loads the content of another page within that iframe. Because it's a feature that's rarely used,… [ Learn More ]
Conditional Content is content that is delivered to a user based on resolved borrowing objective, occupation, campaign links, or interest. In the property field the Interest might be a particular type of property or a category of buyer. Supported by BeNet, the use of Conditional Content must be considered an advanced feature, although those… [ Learn More ]
In this FAQ we'll provide the basic shortcode necessary to return a video modal to your page. There are two methods for returning a video modal: a Yabber modal, and a full screen modal, with the former preferred because it is fully tracked and integrated with the Conditional Framework.
Modal Module Overview:
Your website… [ Learn More ]In an FAQ titled How to Define and Send Lender-Specific Videos for the Lenders Archive and Product Pages we looked at how to assign videos to the Lender Product Archive and Pages on your website. Familiarity with the former module is required, as this FAQ will simply show you how to link directly… [ Learn More ]
Your website modal module is the most sophisticated in the industry, and one of the most powerful systems created for any industry. A large number of FAQs reference how the modal system functions, with most of the functionality focused on entry and exit modals, with the modal resolved by your preference, interest or resolved borrowing… [ Learn More ]
Every link on your website must be tracked - it's a marketing imperative, and one of the defining features of a funnel... and this obviously includes download links. This FAQ will show you how to create a basic Download Link with the universal link shortcode.
Creating a Download Link
There are a few ways of… [ Learn More ]Linking from one page to another is a bread and butter website feature, but the standard method of linking is static and prone to failure, so we've introduced our own 'dynamic' method of internal and external linking that mitigates the weakness in links that are created in the standard WordPress editor. Our method is optional… [ Learn More ]
In an FAQ titled How to Update the ‘Every Page’ Compliance Footer and Disclaimer we described how to add or alter the General Disclaimer at the bottom of every page. This area includes your general disclaimer, Licencing details, ACL or Credit Rep attributes, or anything else your parent ACL holder deems necessary. That same… [ Learn More ]
Quite frankly, the Lender Archive Page link shortcode is rather pointless because the standard link shortcode is arguably more effective. The reason it exists is because we have other plans for how the shortcode is to be used. So, if you're linking to a specific lender archive, such as that for the Commonwealth Bank 
,… [ Learn More ]
A tooltip is simply a simple bubble that appears above text when a user hovers over a particular term or string of text, such as this link. To render the last example, we've used the [tooltip] shortcode, but we discourage its use - in fact, the shortcode itself and available attributes… [ Learn More ]
In a previous FAQ we introduced how to render an image to your website with optional shortcode. The shortcode is optional but highly recommended because of the freedom and global flexibility that the shortcode provides. There are occasions where you simply want to link to an image rather than render it to a page,… [ Learn More ]
Straight up - this is going to get weird. You're probably familiar with the standard way in which to add images to your website. You select the 'Add Media' button in your post editor, upload an image, and a bunch of HTML is returned to your page. That's arguably the easiest way of including an… [ Learn More ]
Website Post Glossary Tooltip Terms are those terms in your glossary that, when used on your website in articles, will automatically carry a tooltip term sourced from your glossary. The text evaluated for automated tooltip terms are selectively sourced from your Glossary. This FAQ will show you how to use the module. You should first… [ Learn More ]
When you have your website delivered, it will include a 'Finance and Property Glossary' at yourDomain/resources/mortgage-glossary, and it will be accessible via the 'Resources' menu and various other locations. Depending on whether we set the website up for you, or you chose to set it up yourself, the glossary may or may not exist on… [ Learn More ]
The Page Titles module creates and manages titles on around 35 internal (secondary) pages. The title block consists of a title with link, secondary link block, and optional block of text. All title inclusions are optional. An update will shortly take effect that permits the inclusion of a third link of text in the standard… [ Learn More ]
A Link Block is a group of links that may be presented in various ways, such as in accordion panels, a list, or in titles. A number of other modules may reference Link Blocks to ensure that the content returned to your website is dynamic and easily managed. You will find the Link Block options… [ Learn More ]
Related Compliance FAQs
Related FAQs and features relating to mortgage broker compliance. Compliance is a broad topic that tends to touch most modules, so only primary compliance modules are shown.
In an FAQ titled How to Update the ‘Every Page’ Compliance Footer and Disclaimer we described how to add or alter the General Disclaimer at the bottom of every page. This area includes your general disclaimer, Licencing details, ACL or Credit Rep attributes, or anything else your parent ACL holder deems necessary. That same… [ Learn More ]
Your website includes three primary pages to satisfy the Australian Privacy Principles (APP). The APPs are the cornerstone of the privacy protection framework in the Privacy Act 1988 and form part of your broader digital compliance architecture. The three pages are shown in your website footer. You may access the compliance module by selecting the… [ Learn More ]
The footer disclaimer is shown in the footer of your website on every page. It is not to be confused with the required privacy, terms, and disclaimer standalone pages. A default footer disclaimer will apply if a personal disclaimer is not sent.
The Result
The result of the default footer disclaimer is shown below.… [ Learn More ]Website footer logos comprise of two blocks: industry logos, and social links. Social icons may be rendered in any number of ways but it's expected that they'll be in the footer as there is where website visitors go looking for them. You may update logo and social links at any time.
