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:

  1. Import the Document Letter Creation Smart form – you’ll find a copy in DB = LRP61 & WG = AB Demonstration1
  2. 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
  3. 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>
  1. Ask the programmers to add the file to .53/LeadMaster_Download/HTML_CUSTOMER_CreatePDF.asp, modify one of the existing files there.
  2. Edit the HTML in the Smart form to point to HTML_CUSTOMER_CreatePDF.asp
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