Customized Smart Form for Mortgage Companies
LeadMaster created a customized Smart Form to help mortgage companies determine the list of documents that are required for each type of mortgage and each buyer’s situation (e.g. veteran, 2nd job, self-employed etc).
To add this feature to a WG do the following:
- Import the Document Letter Creation Smart form – you’ll find a copy in DB = LRP61 & WG = AB Demonstration1
- Add the following to the .16 server in the subdirectory for the new workgroup
- Questions_Doc
- CSS
- IMG
- Docs5.html
- JS
- Logo
- Vendor
- Common.,min_LMCBC.js
- Update the Smart form to use the new image, map the fields and add the following inline script. Be sure to update the WKGP#.
| 1 | <link href=”https://solutions.crmtool.net/WKGP#/Questions_Doc/vendor/bootstrap/css/bootstrap.min.css?v=1″ rel=”stylesheet”> |
| 2 | <link href=”https://solutions.crmtool.net/WKGP#/Questions_Doc/vendor/font-awesome/css/font-awesome.min.css” rel=”stylesheet” type=”text/css”> |
| 3 | <link href=’https://solutions.crmtool.net/WKGP#/Questions_Doc/css/open_sans.css’ rel=’stylesheet’ type=’text/css’> |
| 4 | <link href=’https://solutions.crmtool.net/WKGP#/Questions_Doc/css/merrie_weather.css’ rel=’stylesheet’ type=’text/css’> |
| 5 | <link href=”https://solutions.crmtool.net/WKGP#/Questions_Doc/vendor/magnific-popup/magnific-popup.css” rel=”stylesheet”> |
| 6 | <link href=”https://solutions.crmtool.net/WKGP#/Questions_Doc/css/creative.min.css” rel=”stylesheet”> |
| 7 | <link href=”https://solutions.crmtool.net/WKGP#/Questions_Doc/js/datatables/css/jquery.datatables.min.css” rel=”stylesheet” type=”text/css”/> |
| 8 | <link href=”https://solutions.crmtool.net/WKGP#/Questions_Doc/js/datatables/css/jquery.datatables_themeroller.css” rel=”stylesheet” type=”text/css”/> |
| 9 | <link href=”https://solutions.crmtool.net/WKGP#/Questions_Doc/css/font-awesome.css” class=”theme-color” rel=”stylesheet” type=”text/css”/> |
| 10 | <link href=”https://solutions.crmtool.net/WKGP#/Questions_Doc/css/common.css” rel=”stylesheet” type=”text/css”/> |
| 11 | <script src=”https://solutions.crmtool.net/WKGP#/Questions_Doc/vendor/jquery/jquery.min.js”></script> |
| 12 | <script src=”https://solutions.crmtool.net/WKGP#/Questions_Doc/vendor/bootstrap/js/bootstrap.min.js”></script> |
- Ask the programmers to add the file to .53/LeadMaster_Download/HTML_CUSTOMER_CreatePDF.asp, modify one of the existing files there.
- Edit the HTML in the Smart form to point to HTML_CUSTOMER_CreatePDF.asp