Custom Forms – Next Steps

Introduction

This article dives into greater detail about creating generating custom forms, and it expands upon Custom Forms 101. If you haven't read that article yet, we recommend you start there. However, if you already have some experience with custom forms, this article is a great place to improve your skills.

In this article, we explain how to create, generate, and send custom forms.

Creating a Custom Form

Like we mention in our 101 article, custom forms in LoanPro are created by using either Hyper Text Markup Language (HTML) or a Microsoft Word .docx file. When you generate, download, or print a form, it's then converted to a PDF.

Let's look at some examples of custom forms. The two files listed below are sample files of the same custom form. One of the files shows the template of the created form, while the other shows the form filled out with customer information pulled from variables.

To create a custom form, navigate to Settings > Loan > Custom Forms > Form Management.

Next, click 'Add' to create a new custom form.

There are a few setup options available to you when you begin creating a new custom form. It's best to determine these settings before you begin writing the body of the form. The setup options are as follows:

  • Name – This is the name of the form. Clear, distinctive names will help servicing agents select the correct forms.
  • Page size – This is the size of the paper that the form will be printed on, such as
    • Letter (8.5in x 11in)
    • Legal (8.5in x 14in)
    • Ledger (8.5in x 17in)
  • DocuSign enabled – This determines whether this form can be sent to DocuSign for electronic signature.
  • Section – This assigns a form to a specific section. Form sections can be managed in Settings > Loan > Custom Forms > Sections.
  • Document Type – This determines if a form will be created by using either HTML or via uploading a Microsoft Word .docx file.

The screenshots above display the difference between creating a custom form using HTML (left) and uploading a .docx file (right).

If you'd like to use HTML to create the body of your custom form, select HTML under 'Document Type'. Next, enter your text and use the available formatting options to make your form easy to read. You can also use the available variables to customize the data in the form. Like mentioned earlier, this can be a powerful tool, as the variables will input the specific details of the loan account.

If you'd instead like to upload a Microsoft Word .docx file, make sure you select Doc File from the 'Document Type' drop-down menu. Now, drag and drop the Word file that contains your template to the drop zone, or click the drop zone to browse for the file on your computer. Your .docx file can include variables as well—type the variables into your Word document as they appear in LMS, and the system will recognize them when the form is generated for a loan and printed.

If you need some help, our Context Engine Glossary article contains a full list of the available variables. And our Working with Variables article explains how to use both simple and complex variables, such as queries, date ranges, and loops.

While LoanPro's HTML text editor allows users to add media to their forms, the conversion to a PDF file type will remove it. Media such as photos, videos, special characters, and emoticons will appear in the form text editor, but not the final PDF of the custom form. However, this issue can be resolved by using a .docx file instead of HTML.

Once you've added your form content, click 'Save'. Once the form is saved, you can use the available tools to preview, edit, or delete the form.

If you would like to download the blank Word document that has been uploaded for an existing form, select edit next to the form and then click the 'Current document' link.

Validating Your HTML Text

Proofreading HTML is hard. And entering invalid HTML can cause some problems when you generate the form. To check if your HTML is valid, we recommend using W3C's Validator tool; this tool will tell you if you need to make any revisions. Just copy your text and paste it into the tool text box.

Clicking the <> Source Code button within the custom forms text editor will allow you to select the HTML source code for your text.

Generating a Custom Form

There are a few different ways to generate a custom form within LoanPro. We'll start by explaining how to generate custom forms on individual loan accounts.

Generating Forms for an Individual Loan

This method is effective if you'd like to print multiple forms for a single loan account. To do so, navigate to the individual loan account of your choice. From there, select Servicing > Custom Forms to see the available custom forms.

On this page, as shown in the screenshot above, your company's list of custom forms is shown. The list consists of a checkbox, the custom form title, file type, and a PDF icon. The PDF icon allows you to generate the individual custom form listed. When you click this icon, the PDF for the form will be available in the 'Generated Custom Forms' section at the top of the list. The forms generated within the last 24 hours will appear here. You may also see a padlock icon. This icon is used to generate a DocuSign form.

The checkboxes, on the other hand, allow you to select multiple custom forms at a time for download. After selecting multiple forms, use the three-dot Data Options button located in the top right corner of the page to export the forms as either a PDF or ZIP file.

Generating Forms with the Custom Forms Tool

The other way to generate custom forms is with the Custom Forms Tool. This method is effective for printing a form for multiple loans at once. To get started, open the Loan Manager; it is here that you will select the loans you will be generating forms for. Using the search options, filter the loans you would like to be included in your forms list.

To add the loans listed in the manager, select their checkboxes. Then, select 'Create Custom Form' from the 'More' menu like shown below:

After clicking 'Create Custom Form', you are sent to the Custom Forms Tool page where you can decide which form to print. Simply choose the form you'd like to print for your customer(s) and click 'Generate custom forms'. (You can also access this page by navigating to Tools > Customer Communication > Custom Forms.) Clicking this button gives you a final option: you can create one PDF file containing all of your forms, or create individual PDF files for each form.

After generating the file for the custom forms, the 'Custom Form's text at the top of the page will show a small notification. Clicking this text will allow you to download the file you have just generated.

Sending Custom Forms

After generating a custom form, you can send it to the associated customer via the mail house. To send a generated custom form, navigate to an individual loan again. Within the loan account, navigate to Servicing > Custom Forms. Like shown earlier, this page allows you to select custom forms saved within your account. Select the forms you'd like to generate and click the 'PDF' button located on the right:

You can also send a custom form to DocuSign to be signed electronically by the customer. To do so, click the small padlock icon (located next to the PDF icon) to send the form to DocuSign. Once the form has been generated, you will be able to send the form to the customer via a link so that they can sign it.

Please note that you will only be able to send a document to DocuSign if you have enabled the DocuSign feature within the custom form's settings.

Next, scroll to the top of the page and locate the 'Generated Custom Forms' text. Clicking this text will display the 'Custom Forms History' window.

The 'Custom Form History' window displays some useful information regarding your generated custom forms. Here, you can see when forms were generated, by which agent user, how they were generated, and the options for the forms.

Here are quick descriptions of what each icon in the Options column does:

   Send to Mail House – Sends the form to the borrower via mail using the Mail House tool.

 Add as a document – Adds the form to the account as a document found in the Documents section.

Download – Downloads the form to your computer in the form of a PDF.

  Delete – Deletes the form from the Custom Form History list.

Click the Mail House icon to send the form via mail. Next, you'll have the option to verify the address of the customer. If the address is correct, click 'Send' to send the form with your mail house configuration.


How did we do?


Powered by HelpDocs (opens in a new tab)