How Borrowers can Pay for Credit with Floify Forms SmartPay Link
Foster Siebken |
14 steps |
3 minutes
Floify
Creating a form with a SmartPay link for your borrower to follow to pull credit
1
From your account, go to *Settings*
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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"
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Click the "Form Description" field and enter an optional description
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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***
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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
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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
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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