How Borrowers can Pay for Credit with Floify Forms SmartPay Link | Scribe

    How Borrowers can Pay for Credit with Floify Forms SmartPay Link

    • Foster Siebken |
    • 14 steps |
    • 3 minutes
    • FloifyFloify

    Creating a form with a SmartPay link for your borrower to follow to pull credit

    1
    From your account, go to *Settings*
    2
    Click "Settings"
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    Click "Add New Form"
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    Click the "Form Name" field and create a form name. The example we used is "\[Company\] SmartPay Form"
    5
    Click the "Form Description" field and enter an optional description
    6
    Pick the category to place into your template documents (if applicable)
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    Create the form by dragging fields from the left to the box on the right. You can get assistance from [[email protected]](mailto:[email protected]) with building forms if needed.
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    When all fields and descriptions are in place, be sure to ***Save***
    9
    Click "Return to template documents" if you'd like to view your new form in your list of template documents
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    You can now add this to an existing loan flow, or add it to your auto-doc requests to automatically add the form to new loan flows

    The Borrower Side

    11
    Your borrower can now click the action icon to view and fill in the form
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    Your borrower can then indicate that they've ordered credit, they already have a credit report, or that they do not widh to order credit at this time
    13
    The borrower can read and follow the link you have pasted

    Form is Submitted

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    When submitted, the form will show up in your pending bucket, like any other borrower uploaded document, to view