Providing detailed information about your organisation and loan products helps build trust with potential borrowers and can significantly improve your conversion rates. When applicants understand who you are and what makes your products unique, they're more likely to choose your offerings over competitors.
This guide will show you how to add compelling information that appears throughout the borrower journey on both the Broker Platform and Loan Matching.
About Your Organisation
You can showcase your organisation's story and values to help applicants understand why they should choose to borrow from you.
Where to add it: Navigate to Settings > Account > Organisation page. Scroll to the bottom to find the multiline text box for organization information.
What to include: Share who you are, your values, experience in the market, and what sets you apart from other lenders. Focus on what matters most to borrowers - such as your commitment to customer service, years of experience, or community focus.
Formatting: The usual text formatting options are available to you, including bold, italics, underline, bullet points, hyperlinks, colour controls etc. We recommend keeping text plain in colour and using bold or underline sparingly.
Recommended length: There isn't a character limit but you should strive to keep the content concise.
Example of effective content: "With over 25 years of experience helping [common bond] lending needs, we pride ourselves on our community focused service and expertise. Our dedicated team works directly with you throughout the entire loan process, ensuring clear communication and fast decisions."
This information appears to potential applicants on both the Broker Platform and in Loan Matching, giving you a great opportunity to make a strong first impression.
About this Product
Give applicants detailed information about specific loan products to help them understand if it's the right fit for their needs.
Where to add it: In the 'Product details' tab of your product settings, you'll find the "About this product" free text box.
What works well:
Key benefits and unique features
Specific eligibility requirements or ideal borrower profile
Special conditions or flexible terms
Why this product stands out from similar offerings
Processing timeframes or service commitments
Formatting: The usual text formatting options are available to you, including bold, italics, underline, bullet points, hyperlinks, colour controls etc. We recommend keeping text plain and using bold or underline sparingly.
Recommended length: Keep descriptions concise but informative - aim for 2-3 short paragraphs or equivalent bullet points.
This information appears alongside your product details in both the Broker platform and Loan Match, helping borrowers make informed decisions before starting their application.
The Borrower Experience
All of this information comes together seamlessly in the product card, shown in both the Broker platform and Loan Match, allowing applicants to review everything in context before proceeding with their application.
When a potential borrower views your loan product, they'll see:
Your organization's story and credentials
Specific product details and benefits
Clear next steps for applying
This comprehensive view helps build confidence and trust, leading to higher quality applications from borrowers who understand what you offer.
The information displays clearly on both desktop and mobile devices, ensuring a consistent experience across all platforms.
Best Practices
Do:
Keep information current and accurate
Focus on borrower benefits rather than internal processes
Use clear, jargon-free language
Highlight what makes you unique
Update product descriptions when terms change
Don't:
Include overly technical details that might confuse applicants
Make claims you can't support
Duplicate information that already appears elsewhere
Forget to proofread for spelling and grammar
Ready to Get Started?
Enhance your listings today by updating your organization profile and product descriptions. Start with your organization information in Settings > Account > Organisation, then review each of your loan products to ensure they tell a compelling story.
Well-crafted descriptions not only inform potential borrowers but also demonstrate your professionalism and attention to detail - key factors in building trust with new members.