Application

Introduction

LoanPro provides users the ability to create custom loan applications for their borrowers. There are no decision-making tools associated with applications—they are simply a way to gather a borrower's information. These are customizable, and you can style your applications with CSS.

1. Creating an Application

To create an application, navigate to Settings > Loan > Setup New Loan > Application inside your company account.

You can duplicate an application template to make creating similar applications faster; to do so, just click the content_copy icon to the right of the specific application.

Click the 'Add' button in the top right to create a new application from scratch.

The first step to creating a new application is to select a preconfigured loan template from the “Preconfigured Loan Template” drop-down. The preconfigured loan you select will provide default settings and fill in any information that the applicant doesn’t provide to create a valid loan. If there are no preconfigured loans in your company account, you must create one before you continue.

Once you’ve selected a preconfigured loan template, enter a name for this application in the “Name” field. This name should help differentiate it from any other applications you may create.

This pane also lets you add a message that the applicant will see after they submit their form. The default is a simple, 'Form Submitted' message. If you'd like, you can update this, too.

Now you can customize the contents of the application. Here are some examples of what you can add:

  • You can add application labels for clarity.
  • You can choose which data fields to include (i.e., what information the customers will be asked to provide).
  • You can create sections to organize the data fields.
  • You can change the application's layout.

1.1. Application Labels

You will notice that words like 'Untitled' and 'No description' appear on the application. Clicking these words lets you add titles and descriptions to make the application more clear.

Click the blue check to save your text, or click the trashcan icon to cancel.

1.2. Adding Data Fields

To add a new data field, click on any of the 'Add New Field' boxes. When selected, they'll be highlighted red; this signifies that any information you add will be added to the space.

As shown in the screenshot below, the navigation pane on the left will show the different components that you can add to the application.

Clicking a category will expand it, and clicking a specific component will add it to the form.

Click the variable to add it to the application.

Depending on the variable you choose, more fields may be added to the application. These additional fields are required information for the variable you choose to work correctly. For example, if you choose to add “Customer First Name” to the application, “Customer Type” and “Customer Status" will also be added. However, these fields are invisible to the customer. To hide the invisible fields in the edit view, click the visibility icon in the top right corner.

Once a field has been added, click on it to view the settings for that field.

The typical settings for a field include the following:

  • ID (Not Editable) – The field ID.
  • Visible –  Whether the field will be shown to the applicant.
  • Required – Whether the field is required to submit an application.
  • Field Type (Not Editable) – The type of data the field requires.
  • Display Name – The field label the applicant will see.
  • Default Value – The default value the field will have.

2. Sections

You can also create sections to organize the data fields on the application. To create a new section, first click on an empty box on the application. Then click on 'Application Elements' from the configuration pane on the left.

Click 'New Section'. This adds a new blank section that you can add a title and data fields to. If you want to change the layout of the application, you can do so by dragging and dropping application fields and sections.

3. Specifics

Here, we'll describe how to add specific elements to your application.

3.1. Clickable URLs

Clickable links can be used to send borrowers to a separate site. To add one, select the field where you want to add a link, and then select Application Elements > External Link.

3.2. Loan Document Upload Field

Including a document upload field is easy as well, and it allows applicants to upload documents to the application form if needed. To add the document upload field, simply click on a blank "Add New Field" box, scroll down to the bottom of the configuration box, and select Loan Documents > Loan Document.

3.3. ZIP Codes

If addresses with US ZIP codes are collected, those ZIP codes can be used to determine the city and state automatically. If you would prefer this for your application, place the ZIP code field before the city or state fields. 

3.4. Gathering Payment Information

Keeping your borrowers' information safe is important. Choosing to gather a borrower's payment information directly via an application ensures safety as the applications use Secure Payments to do so. You can gather payment information by selecting a blank field and choosing 'Add Payment Profile' from the Customer Payment Profiles section.

The payment information section of the the application will look like the screenshot below:

Once the applicant chooses which type of payment profile they want to add, they will be shown the following form in a Secure Payments iframe:

3.5. Custom CSS

You can also use CSS to style your application. We won't get into the specifics on CSS itself, but if you'd like to apply custom styling, you can do so by clicking 'Custom CSS'.

4. Using the Application

Once you have finished creating your application, click 'Save and Continue' in the top right corner. You will be sent back to the application settings page where you can view the applications you have created. Here, you can preview, edit, delete, and set the applications' active status.

To preview an application, click the magnifying glass icon.

You now have an application that you can use to gather borrower information. Your application can be accessed from the customer-facing website, or you can link to it on other sites. To see information about the application on the customer facing website, see our article Website – Application.

If you want to include the application on your own site, the link to your application will look like the following:

 https://LOANPRO/client/forms/publishApplicationForm.php?tenant=[TENANT_ID]&id=[APP_FORM_ID]

But your application's URL will have [TENANT_ID] and [APP_FORM_ID] replaced with your own information.

To get the URLs for your applications, click the 'Preview' button on the Applications page. This will send you to the application itself, where you can copy the URL.


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