Custom Forms

Introduction

Many lending companies need an easy way to print contracts and forms for their loan accounts. But creating forms for hundreds, or even thousands, of customers is costly and time-consuming. LoanPro's solution to this problem is custom forms: templates that use input variables to pull customer and loan information to automatically create individualized forms. You create the outline of the form, then custom forms do all of the heavy lifting for you—they automatically input the information for each individual loan account.

This article explains how to create customer forms as well as how to print them.

Creating a Custom Form

Before creating your custom forms, it’s important to understand how they work. Custom forms in LoanPro are created by using either Hyper Text Markup Language (HTML) or a Microsoft Word .docx file. Then, when you generate, download, or print a form, it is 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.

Clicking 'Add' will 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. Make sure to name your forms in a distinguishable way.
  • Page size – 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 – Determines whether this form can be sent to DocuSign for electronic signature.
  • Section – Assigns a form to a specific section. Form sections can be managed in Settings > Loan > Custom Forms > Sections.
  • Document Type - Determines if a form will be created by using either HTML or via uploading a Microsoft Word .docx file.

The screenshots above show 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 assigned to a loan and printed.

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.

In addition, LoanPro is integrated with DocuSign. This integration makes e-signatures easy and legally binding. You can simply send a link to a document to your customer, who can then sign it electronically, and a copy of the signed document will be added to the loan documents.

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 select 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.

Printing a Custom Form

Printing Forms for an Individual Loan

There are a few different ways to print custom forms. We'll start with printing custom 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 download 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 downloaded within the last 24 hours will appear here.

The Custom Form History window has a few options. Here are quick descriptions of what each button 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.

You can also send a custom form to DocuSign so that it can 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 sent, you will be able to send the form to the customer via a link so that they can sign it.

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.

Printing Forms with the Custom Forms Tool

The other way to print 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 printing forms for. Using the search options, select the loans you would like to be included in your forms list.

To add the loans listed in the manager, highlight the custom forms communication button on the loan like shown below:

A loan that has been added to the custom forms tool will display an orange icon. Once you have selected your loans, click the three-dot Data Options icon in the top right corner of the Loan Manager page. After clicking the Data Options button, you can decide to print the form for the loans you manually selected or print the form for every loan within your search parameters.

After making your choice, 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. Like before, to download the PDF file, click on the Custom Forms text at the top of the page.


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