Custom Forms 101
This article covers the basics of custom forms. This should be your first step if you are new to the concept.
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.
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…
Custom Forms – Working with Tables
This article covers your table options in the custom forms editor.
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…
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…
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…