Form Builder API User Guide

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Overview

Lenders currently gather information from loan applicants using a specified and standardized form. This form, however, may not always match the specific criteria of each lender and loan product.

Custom Form Builders for Loan Applications is a feature that allows lenders to design and create their own loan application forms. Lenders will be able to acquire the exact information they require during loan application at the loan product level as a result of this.

Feature Guide

A guide on using the form builder from the API level is provided below.

1. You can create your custom application form at the loan product level. You will need to make a call to the policyUpdate mutation and build the form builder using the applicationForm field.

2. You may use the getLoanCategories query to display the created custom application form on your customer portal. The field to check for that contains the application form built is on the loanCategoryAttributes field.

3. You can use the saveCustomApplicationForm mutation to save the customer's application data when the customer has completed the application process.

4. You may use the latestApplicationFormData query to display the application customer's data on your admin site.