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Managing loan site FAQs

The FAQ section on your loan site answers common questions while borrowers apply for a loan. You can edit the default FAQs, add your own, or delete ones you no longer need.

Default FAQs

Autobooks provides a default set of FAQs, and your financial institution approves them before go live. The defaults are set up during implementation and are the same for business and consumer loan sites.

To add an FAQ

  1. Go to Settings > FAQ Management.
  2. Make sure the correct loan site is selected.
  3. Click the + button on the left, near the list of questions.
  4. Enter the question and the answer.
  5. To show the FAQ on the landing page, turn on the Starred toggle. The landing page shows a maximum of three starred FAQs.
  6. Click Save Changes.

The new FAQ will show in the FAQ section of your loan site.

To edit an FAQ

  1. Go to Settings > FAQ Management and click the FAQ you want to change.
  2. Update the question or answer.
  3. Click Save Changes.

To delete an FAQ

  1. Go to Settings > FAQ Management.
  2. Make sure the correct site is selected.
  3. Select the question you want to delete.
  4. Click the red Delete button.
  5. In the confirmation that appears, click Delete.