Financeable Lead Capture Widget

The Financeable Lead Capture Widget allows brokers to capture leads on their websites or landing pages and automatically create them in Effi.

How It Works

1. A broker creates and configures a widget form.
2. The widget is embedded on a website or landing page.
3. A prospect completes the form and submits their details.
4. The prospect verifies their identity using OTP (One-Time Password), if enabled.
5. Additional questions may be displayed to collect more information.
6. Once submitted, a lead is automatically created in Effi.

Configuring the Widget

Brokers can customise the widget by:

• Adding or removing fields
• Setting required fields and validation rules
• Configuring consent text and branding
• Mapping form fields to Effi lead fields

Note: Ensure all form fields are mapped correctly to preserve data accuracy.

Lead Routing and Notifications

After submission, Effi can automatically:

• Create a lead record
• Assign the lead to a broker or team
• Apply tags and lead statuses
• Trigger notifications and automations

Testing Before Going Live

Before publishing the widget, we recommend:

• Submitting a test lead
• Confirming field mappings are correct
• Verifying lead assignment and notifications
• Checking any automations triggered after lead creation

Troubleshooting

A lead was not created in Effi

• Verify the widget is published and active.
• Confirm required fields have been completed.
• Check lead routing and assignment rules.

Field values are missing or incorrect

• Review field mappings between the widget and Effi.
• Ensure picklist values match accepted Effi values.

The widget is not displaying correctly

• Verify the widget has been embedded correctly.
• Check for browser or website restrictions that may block the widget.

Best Practices

• Keep the initial form short to improve conversion.
• Use clear labels and helper text.
• Test the full lead journey before going live.
• Regularly review lead quality and submission metrics.