How To Customize Your Digital Business Card

Personalizing your card can make it a powerful marketing tool for engaging both borrowers and referral partners. Here's how you can add your own touch to the card:

1. Access the Customization Options:

  • Start by logging into your LenderLogix account. On the left-hand side menu, scroll down until you find the "Customize Business Card" option.

2. Update Contact Information and Picture:

  • On this page, you'll see a preview of your card. Click the pencil icon to update your picture, contact information, phone number, street address, and other relevant details.

3. Add New Links:

  • Now we'll go over adding new links to your card. While standard buttons like "Add To Contacts" and "Payment Calculator" are included, you can enhance your card by adding custom links. To do this, scroll down and select the "+ ADD LINK" button:

4. Adding a Custom Link:

  • First, choose an icon that aligns with your new link:
  • Type a description for the new link:
  • Paste the corresponding link URL in the field below:
    • Click the "SAVE" button to save your changes.
  • To preview your card, navigate to the top of the page and select the "View Business Card" button:

5. Adjust Button Order:

  • You have the flexibility to rearrange the order of the buttons. Stack them according to your preference:

    • Click and drag the buttons to rearrange their order:

By following these steps, you can effortlessly customize your digital business card, making it a more engaging and informative tool for your clients. Feel free to reach out for support if you have any questions on the customization process!