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Exclusive Theming Configuration Documentation ​

The Exclusive Theming feature allows subscribing banks to customize the customer journey on their loan origination platform before login. This customization provides banks with a unique experience by tailoring branding, pages, and content to their specific needs, ensuring that the journey aligns with their identity and goals. Below is a detailed explanation of the features visible in the configuration interface, as represented in the screenshot.

Exclusive

Key Features: ​

1. Custom Subdomain ​

  • Definition: Banks subscribing to the exclusive theme can pin the customer journey to a custom subdomain.
  • Location in Screenshot: The input field under the label “KTL preview” contains a value ktlbank.banclo.com, which demonstrates the subdomain configuration.
  • Purpose: This feature allows banks to use their own branded subdomain, enhancing the personalized experience and reinforcing brand identity.
  • Definition: Banks can upload their own logo for use in the exclusive theme.
  • Location in Screenshot: The logo preview is visible on the left side below the "KTL preview" label, showing a placeholder of the bank’s logo.
  • Purpose: Custom logos strengthen brand recognition and provide consistency with the bank’s overall branding.

3. Pages Configuration ​

  • Definition: The Pages section allows banks to configure the structure and content of multiple pages in the customer journey. Each page can be customized with titles, subtitles, blurbs, images, and tasks.
  • Location in Screenshot: A list of pages is displayed on the left-hand side under the “Pages” header.
  • Actions:
    • Add Page: The "Add Page" button allows administrators to introduce additional pages.
    • Edit Page: Each existing page has an "edit" icon next to it for modifying its content.
    • Delete Page: The "Delete Page" button allows removal of a selected page.

4. Page Content Editing ​

Each page can be individually customized with the following elements:

a) Title ​

  • Definition: The main heading displayed on each page.
  • Location in Screenshot: In the middle panel, under each page's section, the title is displayed at the top.
  • Purpose: The title provides a clear indication of the page's purpose or step in the journey.

b) Subtitle ​

  • Definition: A secondary heading providing further context or instructions to the user.
  • Purpose: Helps clarify the action or purpose of the page, offering more detailed guidance than the title.

c) Blurb ​

  • Definition: A brief description or additional information for the user.
  • Location in Screenshot: On the middle panel, the blurb is displayed as text underneath the subtitle. In this case, the blurb includes points such as "Submit the necessary details," "The bank will create an offer tailored for you," and so on.
  • Purpose: The blurb provides actionable insights or instructions to guide the user through the journey.

d) Image ​

  • Definition: Placeholder for adding a visual element to the page.
  • Location in Screenshot: A gray box labeled "image placeholder" is shown in the right-side preview panel.
  • Purpose: Allows banks to include branded images or visuals to enrich the user experience and maintain engagement.

e) Task Selection ​

  • Definition: A dropdown that allows banks to assign a task to each page.
  • Location in Screenshot: The "Select a task" dropdown is visible under the page content editor.
  • Purpose: Enables banks to assign specific functions or actions associated with the content of each page. For example, tasks might involve document submission, information validation, or offering acceptance.

5. Right-Side Preview Panel ​

  • Definition: The preview panel offers a real-time visual representation of how the customized page will look to users during their journey.
  • Location in Screenshot: The entire right-hand side of the screen shows the preview, with placeholder text and image content.
  • Purpose: This panel provides a way for administrators to instantly see the impact of changes, ensuring content and design choices align with the brand's expectations before publishing.

Conclusion ​

The Exclusive Theming feature offers subscribing banks significant control over the pre-login user journey on the loan origination platform. Through customization options like subdomain, logo, pages, and content (titles, subtitles, blurbs, images, and tasks), banks can tailor the customer experience to their unique brand identity and user needs. The live preview panel enhances the process by giving immediate feedback on how the changes will appear in production.