How to customize the POS using CMS?
CMS can be time-consuming. While we provide the functionality, currently we do not take on the work of customizing this for each company. Please consult a CMS or HTML expert or contractor to provide this service. Please see the CMS module video at the bottom of this KB to get a detailed tutorial on how the CMS module works.
Currently ALL of these settings apply to the entire company. We hope to expand this to each Loan Officer in the future to provide even more customization.
System admins can navigate to Settings > POS > CMS and begin configuring.
MENU and PAGES:
Users may create custom pages to use within the menu section With the steps below.
CUSTOM PAGES:
See the below steps on how to customize the landing page.
Landing page:
Use the tutorial below on how to operate the CMS editor. Please consult a professional if you require vast customizations