Title: Getting Started With Simplelender
Last modified: March 25, 2019

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# Getting Started With Simplelender

 *  Plugin Contributor [gkarogo](https://wordpress.org/support/users/gkarogo/)
 * (@gkarogo)
 * [7 years, 1 month ago](https://wordpress.org/support/topic/getting-started-with-simplelender/)
 * INSTALLATION
    This section describes how to install the plugin and get it working.
 * 1. Upload the plugin files to the `/wp-content/plugins/` directory, or install
   the plugin through the WordPress plugins screen directly.
    2. Activate the plugin
   through the \’Plugins\’ screen in WordPress 3. Click “save changes” on the “Permalink
   Settings” page 4. Create a loan product on Simplelender 5. Display loan product
   using short code [simplelender product=1] (Product id will be at the top after
   you create loan product) Other shortcodes: Loan Calculator: [simplelender product
   =1] Login: [sl_user_gate]
 * CREATE LOAN PRODUCT
    On activation, you will be automatically be redirected to
   loan product creations, alternatively you will find it at simplelender->loan 
   product
 * IMPORTANT: After creating loan product, you need to go to Settings > Permalinks
   and click “save”. This flushes the WordPress rewrite rules. For performance reasons,
   the rewrite rules are only flushed either when the plugin is activated or when
   the Permalinks are saved. So, if you are developing with the plugin activated
   and adding controller routes as you go, you need to use this approach to flush
   the rewrite rules and use your new URL endpoints.
 * POST IT ON FRONTEND
    Use the shortcode [simplelender product=1] where 1 is loan
   product id that you have created.
 * SUBMIT LOAN APPLICATION
    Go to where you have put the form and fill in a loan
   application.
 * VIEW LOAN SUBMISSION
    On the admin section, navigate to simplelender->loan applications
   and you will see all the latest application, from here you will be able to manage
   all the loan applications.
 * DO A DRIP CAMPAIGN TO FOLLOWUP ON BORROWERS AND GET THEM ACTIVE
    You can now 
   send new loan applicants to a drip marketing list on your best platform e.g. 
   mailchimp, active campaign and CRM etc
 * Ticket
    On the frontend, the borrower is able to create a ticket and chat with
   the lender
 * Gravity form
    To add additional forms on the loan application form, download 
   gravity form at [https://github.com/wp-premium/gravityforms/archive/master.zip](https://github.com/wp-premium/gravityforms/archive/master.zip)
   create a goal form and secondary form on gravity plugin. On simplelender->loan
   product, select the loan product on the and under gravity form field there is
   a ‘goal form’ dropdown section and ‘secondary form’ dropdown section. NB: you
   need to be a premium user to use this feature.

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 * 1 participant
 * Last activity: [7 years, 1 month ago](https://wordpress.org/support/topic/getting-started-with-simplelender/)
 * Status: not a support question