Feature Requests

Summary
Create a customizable webform tied to the borrower object rather than the loan record. This form would support document uploads and facilitate the intake of borrower information for pre-qualification or lead submissions that are not directly tied to a loan request.

Description

This feature would allow brokers or lenders to collect borrower data and pre-qualify potential clients for future financing without linking them to a specific loan request or entity. The key functionalities of the webform include:

Borrower-Focused Data Collection

Collect essential borrower information such as name, contact details, financial data, and general preferences without linking it to a loan record.
Avoid requiring borrower-related fields specific to loans or legal entities.
Customizable Form Fields

Allow users to fully customize the webform fields to match the specific needs of their lead capture process.
Include conditional logic for a dynamic user experience (e.g., showing/hiding fields based on responses).
Document Upload Support

Enable borrowers to upload relevant documents, such as proof of income, identification, or financial statements, directly through the form.
Store these documents securely in the borrower’s profile within LendingWise.
Integration with Borrower Object

Automatically create or update borrower profiles in LendingWise upon form submission.
Provide easy access to these borrower profiles for further action, such as pre-qualification or follow-ups.
Pre-Qualification Workflow

Support a workflow where brokers or lenders can pre-qualify borrowers for financing terms based on the information provided, independent of any loan record.
Lead Tracking and Reporting

Track submissions as leads and integrate them into LendingWise’s pipeline or dashboard for effective follow-up and conversion.
Offer analytics on submission trends to refine lead capture strategies.
Benefits

Versatility: Useful for lead generation campaigns and initial borrower intake without a loan-specific context.
Efficiency: Reduces borrower effort by avoiding unnecessary data fields tied to loans or legal entities.
Customizability: Lenders and brokers can tailor forms to meet specific needs.
Pre-Qualification: Enables lenders to focus on understanding borrowers’ financing potential upfront.
Secure Document Handling: Centralizes borrower-related documents securely for future reference.