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Custom Form

Custom Forms 101

This article covers the basics of custom forms. This should be your first step if you are new to the concept.

Updated 4 months ago by Megan Hill

Custom Forms – Next Steps

This article is the intermediate step for the concept of custom forms after Custom Forms 101. In this article, we explain how to create, generate, and send custom forms.

Updated 2 months ago by Nate Christensen

Working with Custom Forms Variables

Introduction. You can use the entire set of variables available in LoanPro in your custom forms. Most of the variables are straightforward in their usage, but some are less intuitive. When you insert…

Updated 1 year ago by Sloan

Available Variables

This article provides the available variables in LMS.

Updated 1 year ago by Jackson Stone

Custom Forms – Working with Tables

This article covers your table options in the custom forms editor.

Updated 1 year ago by Sloan

Create New Custom Forms Section

This article explains how to create new custom forms sections.

Updated 1 year ago by Sloan

Custom Forms Editor Options

This article explains the custom forms editing options in LMS.

Updated 1 year ago by Sloan

Working with Variables

General. LoanPro makes loan and customer data available so that you can create individualized communications, such as forms , emails , payment receipts , rules , and computation fields that are custo…

Updated 3 months ago by Sloan

Template Logic

General. LoanPro uses the Blitz template engine for custom forms. Blitz allows you to use logic in your custom forms to include or exclude sections of the form based on loan or customer data. For exa…

Updated 2 years ago by Sloan

DocuSign – Sending a Form

Introduction. As a lender, you will likely need your borrowers to sign a few documents regarding their loans. However, having a borrower physically sign a document may take too much time or may be di…

Updated 9 months ago by Megan Hill

DocuSign – Setup

Introduction. DocuSign is a service that facilitates the signing of documents online in a legally-binding way. LoanPro is integrated with DocuSign so you can easily have your customers sign custom fo…

Updated 11 months ago by Jackson Stone

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