Good morning
Equity Bank · ClearPath Dashboard
Sessions today
0
Customer profiles started
Conversions today
0
Product applications initiated
Check-ins due
3
Customers to follow up with
My branch
—
Assign in My Attribution
Recent conversion events
| Time | Customer | Goal | Product | Banker | Branch | Status |
|---|---|---|---|---|---|---|
| No conversions yet — start a customer session to begin tracking | ||||||
Conversion log
All product applications initiated through your ClearPath sessions
All conversions
| Session ref | Date/time | Customer | Goal | Product initiated | Banker | Branch | Status |
|---|---|---|---|---|---|---|---|
| No conversions yet. Start a customer session → | |||||||
Tip: Conversion events are stored in this browser session. For persistent storage across sessions and bankers, connect Airtable using the integration guide in "How to use".
Check-ins due
Customers who need a follow-up based on their roadmap timeline
90-day review
Due today
Sarah M. — Home purchase goal
Phase gate
Due in 3 days
James K. — Debt payoff goal
Life event
Due this week
Maria L. — Investment goal
Annual re-profile
Due in 7 days
Robert D. — Retirement goal
These are demo entries. Connect your CRM or Airtable to populate this list automatically from real customer data.
My attribution setup
Set your banker ID and branch so every conversion credits you correctly
Your session attribution
Your attributed ClearPath link
Branch directory
| Branch name | Code | City | State | Phone |
|---|
How to use ClearPath
Step-by-step guides for getting the most from the tool
1
Start a customer session
Set your banker ID and branch in "My attribution", then click "New customer session" to open the tool for a walk-in or remote customer.
Open the tool →2
Share your attributed link
Go to "My attribution" and copy your personalised link. Send it to customers via email or SMS — any account they open credits your branch.
Go to attribution →3
Use the banker briefing
After a customer completes their profile, click "Banker briefing" inside the tool to see their full profile, flags, and a pre-built call agenda.
Open tool →4
Track your conversions
Every product application initiated through your session is logged. Go to "Conversions" to see and export all events with customer and product details.
View conversions →5
Connect Airtable (persistent data)
For data that persists across sessions and syncs to your CRM, connect Airtable using the free API. Ask your IT team or follow the integration guide.
Airtable.com →6
Email check-ins via Mailchimp
Connect your customer email list to Mailchimp to send automated milestone check-ins from the check-in schedule in each customer's roadmap.
Mailchimp.com →7
Deploy your own site
To host this tool on your own domain, drag and drop all four HTML files (index.html, tool.html, admin.html, login.html) into Netlify. Free tier covers everything needed for launch. No coding required.
Netlify.com →8
Integrate with EB website
Once live on Netlify, embed the tool on equitybank.com using a single iframe tag. Your IT team can add the iframe in minutes.
See embed code9
Questions?
For setup help, CRM integration, or custom development, contact your branch manager or Equity Bank technology team at 888-733-5041.
888-733-5041