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Generating and Customizing Client Links

This section lets you create individual marketing links for specific traffic channels or partners and flexibly configure the embedded partner margin.

To open the tool, select Create links in the left menu. A summary dashboard for all links is available at the top of the screen.

Name​

Fill in the Link name field for internal analytics.

Client Margin​

Set the Client margin, %. The client will see the final fixed annual rate for this link.

Review and Generate​

In the Client rates block, check the final fixed Escrow rate shown to the user. Click Create link.

Performance Tracking​

All generated links are shown in the lower table. You can copy the URL and track conversion across the funnel: visits, registrations, applications, active loans, and partner earnings.