The Form Builder in the CRM can be used to create external forms. These forms are specifically designed to be emailed to clients, creditors, etc., or uploaded into the Consumer Portal. Recipients can then complete the forms themselves and once submitted, the information goes directly into the CRM.
Why use them
What makes them so helpful is that they are a great way to safely collect and update client data, upload documents, and gather payment information directly from the source, as well as save your agents time, avoid typos and entering incorrect data.
Facts about external forms
- External forms accept data from both system and custom fields.
- They allow the recipient the option to save and finish completing the form at a later time.
- You can decide whether the new data entered in the form replaces the existing data in the system or disregards it.
- Forms are password protected for security.
- Accepts e-signatures.
Customizing forms and emails
When you create an external form, you are given customization options such as adding your logo, a theme color and including a disclaimer. The forms fields can be set to date, numeric, dropdown menus, etc. for quick and easy entry.
When a client is emailed an external form, the email includes a unique password and a link to the form itself. When the form has been completed and submitted, the information is inputted directly into the appropriate locations in the CRM, along with uploading and documents that have been attached.
Check out our Help Center article on setting up, sending, and including payment options with external forms.