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Loan Application Form

  1. Hello,

    I want to create a loan application form similar to form at avatarfinancial.com/apply

    Can the form be submitted to me by email? At a minimum I would like to receive the applicants: name, phone number, email address.

    Is it possible to segregate sections of the application using borders similar to the example above?

    Can I redirect the user to a follow up page that asks for additional documents?

    Send the user an email with a summary of their information and request for the additional documents?

    Thanks,

    wade

    Posted 14 years ago on Thursday November 26, 2009 | Permalink
  2. Wade, the short answer is yes.

    You can set up form notifications and you can receive all of the form information (or just fields you select) via email. Also, in the notifications settings, you can define the auto-responder message (summary) to the user.. again, defining which fields you would like to show (if any) and any message you would like to add.

    screenshot

    You can split the form up into sections using the section break field. If you want to style it like the example, it can be done with a little CSS tweaking. You would need to build the form, then view the source, look at the individual field ids and then create specific style declarations to manipulate them.

    Here's an example from a quick test I did a few weeks back - screenshot

    You can define a redirect page for the form in the main forms settings panel, under the confirmation tab.

    screenshot

    Posted 14 years ago on Thursday November 26, 2009 | Permalink