GETTING STARTED WITH WEBTOOLS Trigold August 2014
*These accreditations belong to IRESS FS Limited
© IRESS (UK) Limited
CONTENTS 1
Introduction .......................................................................................................................................... 3 1.1.
Your Site Sourcing ................................................................................................................................. 3
1.2.
Best Buy tables ...................................................................................................................................... 3
1.3.
Mortgage Calculators............................................................................................................................. 3
2. Accessing The Webtools Setup Site ................................................................................................. 3 2.1.
Logging into the Webtools configuration system (Momentum Client Management System) ................. 3
2.2.
Changing your password ....................................................................................................................... 4
2.3.
Accessing Webtools configuration area ................................................................................................. 4
3. Configuring your Webtools ................................................................................................................. 5 3.1.
General settings .................................................................................................................................... 5
3.1.1.
Panel selection.............................................................................................................................. 5
3.1.2.
Web Tools Settings ....................................................................................................................... 5
3.1.3.
Select a user to receive enquiries ................................................................................................. 6
3.2.
Styling .................................................................................................................................................... 6
3.3.
Message text ......................................................................................................................................... 7
3.3.1.
Initial Source ................................................................................................................................. 7
3.3.2.
If no products are returned ............................................................................................................ 7
3.3.3.
Enquiry Message .......................................................................................................................... 7
3.3.4.
Confirmation message .................................................................................................................. 7
3.3.5.
Enquiry Failure message .............................................................................................................. 7
3.4.
Your Site Sourcing ................................................................................................................................. 8
3.4.1.
Search Options ............................................................................................................................. 9
3.4.2.
Results Options........................................................................................................................... 10
3.5.
Best Buys ............................................................................................................................................ 12
3.5.1.
Buttons, Results and Settings ..................................................................................................... 12
3.5.2.
Adding Best Buys to your website............................................................................................... 13
3.6.
Enquiry Forms ..................................................................................................................................... 18
3.7.
Toolbox: Mortgage Calculators and Banner ........................................................................................ 18
3.7.1.
Calculators .................................................................................................................................. 18
3.7.2.
Banner ........................................................................................................................................ 21
4. General ................................................................................................................................................ 22 4.1.
Panel Management.............................................................................................................................. 22
5. Contact us ........................................................................................................................................... 23
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This guide has been put together to help you make the most of Webtools. It has been written for new users and introduces the process of configuring your Webtools and adding them to your website.
1 INTRODUCTION This service enables you to add Webtools plugins to your website. There are three Webtools plugins available; Your Site Sourcing, Best Buys and Mortgage Calculators.
1.1.
Your Site Sourcing
Your Site Sourcing enables customers to search on your website for the best mortgage deals based on their requirements. They can find out more details about mortgages of interest and request more information or advice from your company.
1.2.
Best Buy tables
Best Buy tables give visitors to your site an easily accessible high-level summary of various products available for common scenarios, e.g. First Time Buyer, Buy To Let, Purchase, Remortgage. Each Best Buy table displays the top 10 products sourced according to fixed pre-configured filter settings. The tables may not relate specifically to the user’s requirements, but they give a general idea of the best products available for the various scenarios.
1.3.
Mortgage Calculators
A selection of calculators to help visitors to your site work out what they can afford and understand the impact of changes in interest rates. Our toolbox includes repayment, rate change, overpayment, reduced term and Stamp duty calculators.
2. ACCESSING THE WEBTOOLS SETUP SITE 2.1.
Logging into the Webtools configuration system (Momentum Client Management System)
Webtools are set up using the Momentum Client Management System, http://crm.trigoldcrystal.co.uk. Please note that the Momentum Client Management System is only supported in Internet Explorer, however, once configured and set up on your website visitors to your site will be able to view the Webtools in all major browsers (IE, Firefox and Chrome). Login to your account using the details provided by the Registrations team. If you have lost your login details please contact us using the information at the end of the guide.
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2.2.
Changing your password
After you have logged in for the very first time, we strongly recommend that you change your password immediately. You can do this by selecting the SYSTEM option and then Change Password.
2.3.
Accessing Webtools configuration area
To configure your Webtools select the SYSTEM option and then Web Tools Configuration.
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3. CONFIGURING YOUR WEBTOOLS When you make any changes to your Webtools settings remember to click Save or Save and Close at the bottom right of the screen to ensure your changes are not lost.
3.1.
General settings
When you first enter the Webtools configuration area you will be taken to the General Settings tab. General Settings allows you to select which panel of lenders, which types of products show within your Webtools, and which user receives the email enquiries generated from your Webtools plugins.
3.1.1. Panel selection The panel selection drop down menu shows you which panels can be displayed on your Webtools. The panels shown here are dependent on which network/mortgage club you are a part of. You can see more details about your available panels in the Panel Management area see 4.1 Panel Management.
3.1.2. Web Tools Settings In the Web Tools Settings section, there are six checkboxes enabling you to control how and what information is displayed on your website. You can choose to show or hide:
Exclusive Products
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Direct Products
Stepped Products
Lender Details
Total to Pay
3.1.3. Select a user to receive enquiries In the Select a user to receive enquiries section you can change the user who receives the email enquiries generated from your Webtools plugins. Please note only one user can be selected at a time and the emails will go to their registered email address. If you would like additional users added to your account, please contact the registrations team.
3.2.
Styling
There are several different options for styling your Webtools. In the Styling tab you can make changes to the:
Colour
Font Type
Font Size
Font Weight
Font Colour
Background Colour
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You can change the way your Webtools look by simply changing the styling settings and clicking Save or Save and Close. There’s no need to re-paste the code into your website when you change the styling.
3.3.
Message text
You can customise all of the messages Webtools displays, both on your website and via the email notifications to your clients or website users. The messages you can customise are:-
3.3.1. Initial Source If sourcing is not carried out automatically a message will be displayed in the empty results grid advising the user to enter their search criteria and click on the Search Now button.
3.3.2. If no products are returned A message is displayed in the results table on your website when no products can be matched to meet your client’s requirements.
3.3.3. Enquiry Message When your clients select a product or a number of products that they are interested in, once they click the ‘Enquire’ button a message will appear asking them to complete their contact details.
3.3.4. Confirmation message When your clients send an enquiry to you, they will get a message to let them know you have received it.
3.3.5. Enquiry Failure message When your clients send an enquiry to you which does not get through to Momentum Client Management System they will get a message asking them to retry.
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Once you’ve made any changes to your Webtools messages click Save or Save and Close to save them.
3.4.
Your Site Sourcing
If you subscribe to the Your Site Sourcing Webtool you can configure it using the Your Site Sourcing tab. If you do not currently subscribe to Your Site Sourcing but would like to, please contact the Registrations team. In this section you can configure the search options and the default values that are used, change how the results are displayed, and find the code to add the plugin to your website. When configured your Your Site Sourcing plugin will look similar to the image below, subject to your particular styling and configuration settings.
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3.4.1. Search Options In the Search options you can configure which search options are available and what default values are used. The main search options are in the Requirements tab, and the Property & Income and Refine tabs are optional and provide additional search options.
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Where there are two checkboxes next to an option in the Tab 3 – Refine section the first checkbox relates to whether the field is displayed on the tab and the second relates to the default value, either checked or unchecked. You can preview how Your Site Sourcing will look with your options using the Preview button. When you are happy with how your plugin looks use the Save button to save your settings. To add Your Site Sourcing to your website you need to add the HTML code generated for you to your website. You can copy the code using the Copy button and add it directly to your website. If you have a developer managing your website this is what they will need to add Your Site Sourcing to your website for you. The code in the Your Website Code section is all you need for all of the search options and the results for Your Site Sourcing so you only need to copy it into your website once.
3.4.2. Results Options In the Results Options you can rename the Search Now and Enquire buttons.
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In the Results section you can choose to hide a column by unchecking the tick box above. You can also rename the column headers by clicking the title beneath each checkbox and entering your own text. Please Note: You can choose whether the Lender column is displayed within the General Settings tab by checking or unchecking the box labelled Show Lender Details see 3.1 General settings. You can set the default sorting order by selecting one of the radio buttons.
You can preview how Your Site Sourcing will look with your options using the Preview button. When you are happy with how your plugin looks use the Save or Save and Close button to save your settings. To add Your Site Sourcing to your website you need to add the HTML code generated for you to your website. You can copy the code using the Copy button and add it directly to your website. If you have
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a developer managing your website this is what they will need to add Your Site Sourcing to your website for you. The code in the Your Website Code section is all you need for all of the search options and the results for Your Site Sourcing so you only need to copy it into your website once.
3.5.
Best Buys
If you subscribe to the Best Buys Webtool you can configure it using the Best Buys tab. If you do not currently subscribe to Best Buys but would like to, please contact the Registrations team. In this section you can configure the buttons on your plugin, how the results are displayed, and find the code to add the Best Buys plugin to your website.
3.5.1. Buttons, Results and Settings In the Buttons section you can seamlessly link to your Your Site Sourcing plugin using the Search Now button; please enter the web address where the Your Site Sourcing plugin appears to link the two plugins. If you have not subscribed to Your Site Sourcing we recommend you uncheck the Display? checkbox. You can also rename the Search Now and Enquire buttons.
In the Results section you can choose to hide a column by unchecking the tick box above. You can also rename the column headers by clicking the title beneath each checkbox and entering your own text.
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Please Note: You can choose whether the Lender column is displayed within the General Settings tab by checking or unchecking the box labelled Show Lender Details see 3.1 General settings. In the Settings section you can choose whether to include All Fees such as any upfront fees and fees to be paid on completion to give a fuller picture of set up costs or only Arrangement and Booking Fees will be displayed in the ‘Fees’ column in the results grid.
3.5.2. Adding Best Buys to your website There are three options for how you add the Best Buys tables to your website:
All Tables
Tab Configuration
Individual Tables
Additionally you can use our Best Buy Widgets to display the headline rates for up to four of your Best Buy tables. For each of the options you can preview how Best Buys will look with your options using the Preview button. When you are happy with how your plugin looks use the Save button to save your settings. ‘All Tables’ Configuration This allows you to add the Best Buys tables to your site with a tab for each of the mortgage types: Purchase, Remortgage, First Time Buyer, Buy To Let, Offset, Fixed, Tracker, Up to 75% LTV, Up to 90% LTV. When configured your Best Buys plugin will look similar to the image below, subject to your particular styling and configuration settings.
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To add the Best Buys tables to your site with a tab for each of the mortgage types you need to add the HTML code generated for you on the ‘All Tables’ Configuration tab to your website. You can copy the code using the Copy button and add it directly to your website. If you have a developer managing your website this is what they will need to add all the Best Buys tables to your website for you in one go. Tab configuration This allows you to select which mortgage types will appear as tabs on your Best Buys tables. When configured your Best Buys plugin will look similar to the image below, subject to your particular styling and configuration settings.
If you only want a selection of the Best Buy table tabs on your website you can use the Tab Configuration tab to select the mortgage products you want to display using the checkboxes.
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To add only selected mortgage products add the HTML code generated for you on the Tab Configuration tab to your website. You can copy the code using the Copy button and add it directly to your website. If you have a developer managing your website this is what they will need to add a set selection Best Buys tables to your website for you in one go. Individual Table Configuration This allows you to put individual Best Buy tables on your website. When configured your Best Buys plugin will look similar to the image below, subject to your particular styling and configuration settings.
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If you want to display a single Best Buy table you can do so using the Individual Table Configuration tab. Select the mortgage product of interest using the Best Buy Tab drop down menu and select a filter option if required from the Best Buy Table drop down menu.
To add your selected Best Buy table to your website add the HTML code generated for you on the Tab Configuration tab to your website. You can copy the code using the Copy button and add it directly to your website. If you have a developer managing your website this is what they will need to add this particular Best Buy table to your website. To add additional individual tables repeat the process with the new selection and copy the updated code.
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Best Buy Widget Configuration You can also display headlines rates for up to four Best Buys using the Best Buys widgets.
There is an Enquire link on each of the widget panes, which takes the user to the contact page you set up in the Contact Page URL field. A link is also displayed centrally beneath the widget panes on your website, labelled See More Best Buys…. This links to the page you display your Best Buy tables on which you need to enter in the field labelled Best Buy Page URL. Once you have selected the widgets you require and added your URL links you can preview how the Best Buy widgets will look with your options using the Preview button. When you are happy with how your plugin looks use the Save button to save your settings.
To add Best Buy widgets to your website you need to add the HTML code generated for you on the Best Buy Widget Configuration tab to your website. You can copy the code using the Copy button and add it directly to your website. If you have a developer managing your website this is what they will need to add Best Buy widgets to your website for you.
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3.6.
Enquiry Forms
The Enquiry Forms tab enables you to set up the template used for your enquiry forms. Once you have selected your chosen template you can preview your selection using the Preview button.
To add the Enquiry Form to your website you need to add the HTML code generated for you to your website. You can copy the code using the Copy button and add it directly to your website. If you have a developer managing your website this is what they will need to add the Enquiry Form to your website for you. When you are happy with how your plugin looks use the Save or Save and Close button to save your settings.
3.7.
Toolbox: Mortgage Calculators and Banner
If you subscribe to the Mortgage Calculators Webtool you can configure it using the Toolbox tab. If you do not currently subscribe to Mortgage Calculators but would like to, please contact the Registrations team. In this section you can configure which calculators you include on your website, set up a banner of lender images, and find the code to add the plugin to your website.
3.7.1. Calculators There are five calculators available through this Webtool: Repayment, Rate Change, Overpayment, Reduced Term, and Stamp Duty. When configured your Mortgage Calculator plugin will look similar to the image below, subject to your particular configuration settings.
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You can either display all (or your selection) of calculators in different tabs or select individual calculators to add to your website. Multiple tabbed calculators To display multiple tabbed calculators select Multiple Calculators in the drop down list and choose which calculators to include.
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You can preview how your Mortgage Calculators will look with your options using the Preview button. When you are happy with how your plugin looks use the Save button to save your settings. To add Mortgage Calculators to your website you need to add the HTML code generated for you to your website. You can copy the code using the Copy button and add it directly to your website. If you have a developer managing your website this is what they will need to add Mortgage Calculators to your website for you. Individual calculators To add individual calculators separately to your website select the required calculator from the drop down list to generate the required code. You can preview how your Mortgage Calculators will look with your options using the Preview button.
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To add the Mortgage Calculator to your website you need to add the HTML code generated for you to your website. You can copy the code using the Copy button and add it directly to your website. If you have a developer managing your website this is what they will need to add the Mortgage Calculator to your website for you. Repeat as necessary for the other Mortgage Calculator options.
3.7.2. Banner The Toolbox Banner tab is used to configure a scrolling banner to use in your website, displaying all of the lender images for your chosen panel. Your chosen panel is the one set in the General Settings tab see 3.1 General settings.
You can set the size of the images, the speed the banner scrolls and the orientation of the banner.
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You can preview how your Banner will look with your options using the Preview button. When you are happy with how your plugin looks use the Save button to save your settings. To add the Banner to your website you need to add the HTML code generated for you to your website. You can copy the code using the Copy button and add it directly to your website. If you have a developer managing your website this is what they will need to add the Banner to your website for you.
4. GENERAL 4.1.
Panel Management
Alongside your standard Whole of Market Panel or custom panels from your Network / Mortgage Club you can also configure personal bespoke panels.
To configure a Panel of Lenders click the SYSTEM option and then Personal Details. From here click on the Panel Management tab to access the panel management area.
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To create a new panel click the Add button, enter the Panel name e.g. ‘High Street Lenders’, select the lenders to be included then click the Save button. You may create as many Lender panels as you wish but only one can be selected for use on your Webtools plugins.
5. CONTACT US Please give our support team a call on 0845 068 3000 (option 3) or e-mail us at
[email protected] for assistance. To subscribe to additional Webtools please contact our Registrations team at
[email protected]. There will be additional charges for taking out further Webtools subscriptions.
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