LoanPro provides a way to create a custom application. This application is a way to create a new loan. There are no decisioning tools associated with the application.
Creating an Application
To create an application, navigate to Settings > Loan > Setup New Loan > Application inside your company account.
To add an application, click ADD .
Now you are ready to create a new application. The first thing to do is select a preconfigured loan template from the “Preconfigured Loan Template” drop-down. The preconfigured loan you select will provide the defaults and fill in any information that the applicant doesn’t provide in order to create a valid loan. If there are no preconfigured loans in your company account, you must create one before you continue.
Once you’ve selected a preconfigured loan template, enter a name for this application in the “name” field. This name should help differentiate this application from any others you may create.
Now you can begin to choose the information that the application will gather, the way it will be grouped, and the application labels.
You will notice words likeand on the application. Click these words to add titles and descriptions to make the application clearer.
When clicked, you will see a brief description of the text you should enter.
Adding Data Fields
To add a new field, click on any of the add new fields sections.
When you click on any of these, you will see the new field options to the left.
Use the variable sections on the left to find the variable you want to add to the application.
Click the variable to add it to the application.
Depending on the variable you chose, more fields may be added to the application. These fields are required information in order for the field you chose to work correctly. For example, if you chose to add Customer First Name to the application, you will also get Customer Type and Customer Status. To hide invisible fields in the edit view, click .
Once a field has been added, click on it to view the options for that field.
The typical options for a field include:
- ID (Not Editable) – The field ID.
- Visible – Whether the field will be shown to the applicant.
- Required – Whether the field is required in order to submit an application.
- Field Type (Not Editable) – The type of data the field requires.
- Display Name – The field label the applicant will see.
- Default Value – The default value the field will have.
You have options that let you change the layout of the application. These include dragging and dropping application fields and sections and adding new sections. To drag and drop a field, click and hold on the , move the field where you want it to go and release the mouse button.
To move a section, click and hold anywhere on the section, drag it where you want it, and release the mouse button.
To create a new section, click Add New Field.
The top option is HTML Elements. Click this to expand it.
Click Section to add a new section.
Using the Application
Once you have finished creating your application, click SAVE AND CONTINUE .
Now you have an application that you can use to gather loan data. This application can be accessed from the customer-facing website, or you can embed it on other sites. To see information about the application on the customer facing website, click here.
If you want to include the application on your own site, you can do so using an iframe. The source URL will be:
TENANT_ID should be replaced with the ID of your tenant. You can see your tenant ID by navigating to Companies.
APP_FORM should be replaced with the ID of the application itself. You can create more than one application, so this ID lets you choose which one you will display.
The easiest way to get the URL for an application is by going to the main application screen.
This will let you view the application. The URL in this window is the one you can use to embed the application on a different site.
To edit, delete, or mark an application as inactive, click .