Blog

Create Mortgage Applications with 123FormBuilder

Blog

Create Mortgage Applications with 123FormBuilder

Blog

Create Mortgage Applications with 123FormBuilder

Blog

Create Mortgage Applications with 123FormBuilder

Blog

Create Mortgage Applications with 123FormBuilder

Download PDFDownload PDF
Blog

Create Mortgage Applications with 123FormBuilder

/
June 3, 2014
Blog

Create Mortgage Applications with 123FormBuilder

MIN
/
June 3, 2014
About the Episode
Episode Highlights
Meet our Guest
Episode Transcript

The process of buying a new home and obtaining a mortgage can be time consuming and involves filling out a number of forms and applications.  From the initial mortgage application to the final closing, there is a lot of information to collect, a lot of signatures, and that makes my hand hurt just thinking about it!  In this blog post we’ll be demonstrating how a mortgage originator can streamline the mortgage application process by collecting the application online using 123FormBuilder, a service that makes it easy to create any kind of customizable web form from simple contact forms, to more complex order forms and applications.  Then with the help of Formstack Documents, we’ll generate a PDF version of the application.

To get started, we are going to setup the document (or template) in Formstack Documents that we’ll be using for the application.  This is a generic PDF application that has fillable fields on it for the information that we’ll be collecting on the online form.  To upload the document, we’ll login to Formstack Documents and create a New Document, then choose Fillable PDF as the document type, and select our PDF file to upload.



After we have the PDF uploaded, we’re going to setup the ability to embed the signature that we’ll be collecting on the form.  To do this, we’ll go to the Manage File tab, and Enable the embedded images.  This allows us to define a variable or URL to use as an image that we’ll embed in the PDF.  Since the URL of the image will be coming from 123FormBuilder, we’ll just use a generic field name like {$ApplicationSignature}.  You’ll also have to define the size of the image and the location to place it on the PDF.


Now that we have our signatures setup, we’re going to build our online form using 123FormBuilder.  To keep things quick and simple, we used an example form that they have already setup for a Mortgage Application - simply import that form into your account and you can make any changes you need.  For this example, we’re going to leave the form as is.


We’ve got the Formstack Documents document setup, got our online application form ready to go.  How do we get the submissions from 123FormBuilder to sync with Formstack Documents?  It’s actually really easy and we’re going to use a service that connects 3rd party services called Zapier.  With Zapier, we’ll be able to automatically send new submissions from 123FormBuilder directly to Formstack Documents – completely automated.

Inside Zapier, let’s go ahead and setup a new “Zap” and pick 123FormBuilder as the “Trigger” then Formstack Documents as the “Action”.  Once you setup the accounts inside Zapier, you’ll want to choose New Submission as the actually trigger, then New Document Merge as the action.  The next step will ask you to pick the form from 123FormBuilder and then the document from your Formstack Documents account that you want to merge.


After you pick the Formstack Documents document, it will automatically load all of the fields that are in your application PDF and you will have to match (or map) them to the 123FormBuilder fields so that the data from the form goes to the correct spot in the PDF.  After you match up all of the fields, go ahead and run a test with some sample data.  Make sure Zapier doesn’t report any issues and then check your email for the merged PDF.


If all goes well, then you’re done and you’ve now automated your mortgage application process!  Hopefully this will help streamline the process and reduce friction and errors along the way. e.

Start a free trial today to see how Formstack Documents can level up your workflows.

Blog

Create Mortgage Applications with 123FormBuilder

Blog

Create Mortgage Applications with 123FormBuilder

Get the Report

Great, thank ya!

You can now access the content.
Oops! Something went wrong while submitting the form.
Blog

Create Mortgage Applications with 123FormBuilder

Panelists
No items found.
Introduction
Introduction

Great, thank ya!

You can now access the content.
Download NowDownload Now
Oops! Something went wrong while submitting the form.

The process of buying a new home and obtaining a mortgage can be time consuming and involves filling out a number of forms and applications.  From the initial mortgage application to the final closing, there is a lot of information to collect, a lot of signatures, and that makes my hand hurt just thinking about it!  In this blog post we’ll be demonstrating how a mortgage originator can streamline the mortgage application process by collecting the application online using 123FormBuilder, a service that makes it easy to create any kind of customizable web form from simple contact forms, to more complex order forms and applications.  Then with the help of Formstack Documents, we’ll generate a PDF version of the application.

To get started, we are going to setup the document (or template) in Formstack Documents that we’ll be using for the application.  This is a generic PDF application that has fillable fields on it for the information that we’ll be collecting on the online form.  To upload the document, we’ll login to Formstack Documents and create a New Document, then choose Fillable PDF as the document type, and select our PDF file to upload.



After we have the PDF uploaded, we’re going to setup the ability to embed the signature that we’ll be collecting on the form.  To do this, we’ll go to the Manage File tab, and Enable the embedded images.  This allows us to define a variable or URL to use as an image that we’ll embed in the PDF.  Since the URL of the image will be coming from 123FormBuilder, we’ll just use a generic field name like {$ApplicationSignature}.  You’ll also have to define the size of the image and the location to place it on the PDF.


Now that we have our signatures setup, we’re going to build our online form using 123FormBuilder.  To keep things quick and simple, we used an example form that they have already setup for a Mortgage Application - simply import that form into your account and you can make any changes you need.  For this example, we’re going to leave the form as is.


We’ve got the Formstack Documents document setup, got our online application form ready to go.  How do we get the submissions from 123FormBuilder to sync with Formstack Documents?  It’s actually really easy and we’re going to use a service that connects 3rd party services called Zapier.  With Zapier, we’ll be able to automatically send new submissions from 123FormBuilder directly to Formstack Documents – completely automated.

Inside Zapier, let’s go ahead and setup a new “Zap” and pick 123FormBuilder as the “Trigger” then Formstack Documents as the “Action”.  Once you setup the accounts inside Zapier, you’ll want to choose New Submission as the actually trigger, then New Document Merge as the action.  The next step will ask you to pick the form from 123FormBuilder and then the document from your Formstack Documents account that you want to merge.


After you pick the Formstack Documents document, it will automatically load all of the fields that are in your application PDF and you will have to match (or map) them to the 123FormBuilder fields so that the data from the form goes to the correct spot in the PDF.  After you match up all of the fields, go ahead and run a test with some sample data.  Make sure Zapier doesn’t report any issues and then check your email for the merged PDF.


If all goes well, then you’re done and you’ve now automated your mortgage application process!  Hopefully this will help streamline the process and reduce friction and errors along the way. e.

Start a free trial today to see how Formstack Documents can level up your workflows.

Panelists
No items found.
Infographic

Create Mortgage Applications with 123FormBuilder

Level up your mortgage application process with document automation from Formstack Documents and 123FormBuilder
Download InfographicDownload Infographic

The process of buying a new home and obtaining a mortgage can be time consuming and involves filling out a number of forms and applications.  From the initial mortgage application to the final closing, there is a lot of information to collect, a lot of signatures, and that makes my hand hurt just thinking about it!  In this blog post we’ll be demonstrating how a mortgage originator can streamline the mortgage application process by collecting the application online using 123FormBuilder, a service that makes it easy to create any kind of customizable web form from simple contact forms, to more complex order forms and applications.  Then with the help of Formstack Documents, we’ll generate a PDF version of the application.

To get started, we are going to setup the document (or template) in Formstack Documents that we’ll be using for the application.  This is a generic PDF application that has fillable fields on it for the information that we’ll be collecting on the online form.  To upload the document, we’ll login to Formstack Documents and create a New Document, then choose Fillable PDF as the document type, and select our PDF file to upload.



After we have the PDF uploaded, we’re going to setup the ability to embed the signature that we’ll be collecting on the form.  To do this, we’ll go to the Manage File tab, and Enable the embedded images.  This allows us to define a variable or URL to use as an image that we’ll embed in the PDF.  Since the URL of the image will be coming from 123FormBuilder, we’ll just use a generic field name like {$ApplicationSignature}.  You’ll also have to define the size of the image and the location to place it on the PDF.


Now that we have our signatures setup, we’re going to build our online form using 123FormBuilder.  To keep things quick and simple, we used an example form that they have already setup for a Mortgage Application - simply import that form into your account and you can make any changes you need.  For this example, we’re going to leave the form as is.


We’ve got the Formstack Documents document setup, got our online application form ready to go.  How do we get the submissions from 123FormBuilder to sync with Formstack Documents?  It’s actually really easy and we’re going to use a service that connects 3rd party services called Zapier.  With Zapier, we’ll be able to automatically send new submissions from 123FormBuilder directly to Formstack Documents – completely automated.

Inside Zapier, let’s go ahead and setup a new “Zap” and pick 123FormBuilder as the “Trigger” then Formstack Documents as the “Action”.  Once you setup the accounts inside Zapier, you’ll want to choose New Submission as the actually trigger, then New Document Merge as the action.  The next step will ask you to pick the form from 123FormBuilder and then the document from your Formstack Documents account that you want to merge.


After you pick the Formstack Documents document, it will automatically load all of the fields that are in your application PDF and you will have to match (or map) them to the 123FormBuilder fields so that the data from the form goes to the correct spot in the PDF.  After you match up all of the fields, go ahead and run a test with some sample data.  Make sure Zapier doesn’t report any issues and then check your email for the merged PDF.


If all goes well, then you’re done and you’ve now automated your mortgage application process!  Hopefully this will help streamline the process and reduce friction and errors along the way. e.

Start a free trial today to see how Formstack Documents can level up your workflows.

The process of buying a new home and obtaining a mortgage can be time consuming and involves filling out a number of forms and applications.  From the initial mortgage application to the final closing, there is a lot of information to collect, a lot of signatures, and that makes my hand hurt just thinking about it!  In this blog post we’ll be demonstrating how a mortgage originator can streamline the mortgage application process by collecting the application online using 123FormBuilder, a service that makes it easy to create any kind of customizable web form from simple contact forms, to more complex order forms and applications.  Then with the help of Formstack Documents, we’ll generate a PDF version of the application.

To get started, we are going to setup the document (or template) in Formstack Documents that we’ll be using for the application.  This is a generic PDF application that has fillable fields on it for the information that we’ll be collecting on the online form.  To upload the document, we’ll login to Formstack Documents and create a New Document, then choose Fillable PDF as the document type, and select our PDF file to upload.



After we have the PDF uploaded, we’re going to setup the ability to embed the signature that we’ll be collecting on the form.  To do this, we’ll go to the Manage File tab, and Enable the embedded images.  This allows us to define a variable or URL to use as an image that we’ll embed in the PDF.  Since the URL of the image will be coming from 123FormBuilder, we’ll just use a generic field name like {$ApplicationSignature}.  You’ll also have to define the size of the image and the location to place it on the PDF.


Now that we have our signatures setup, we’re going to build our online form using 123FormBuilder.  To keep things quick and simple, we used an example form that they have already setup for a Mortgage Application - simply import that form into your account and you can make any changes you need.  For this example, we’re going to leave the form as is.


We’ve got the Formstack Documents document setup, got our online application form ready to go.  How do we get the submissions from 123FormBuilder to sync with Formstack Documents?  It’s actually really easy and we’re going to use a service that connects 3rd party services called Zapier.  With Zapier, we’ll be able to automatically send new submissions from 123FormBuilder directly to Formstack Documents – completely automated.

Inside Zapier, let’s go ahead and setup a new “Zap” and pick 123FormBuilder as the “Trigger” then Formstack Documents as the “Action”.  Once you setup the accounts inside Zapier, you’ll want to choose New Submission as the actually trigger, then New Document Merge as the action.  The next step will ask you to pick the form from 123FormBuilder and then the document from your Formstack Documents account that you want to merge.


After you pick the Formstack Documents document, it will automatically load all of the fields that are in your application PDF and you will have to match (or map) them to the 123FormBuilder fields so that the data from the form goes to the correct spot in the PDF.  After you match up all of the fields, go ahead and run a test with some sample data.  Make sure Zapier doesn’t report any issues and then check your email for the merged PDF.


If all goes well, then you’re done and you’ve now automated your mortgage application process!  Hopefully this will help streamline the process and reduce friction and errors along the way. e.

Start a free trial today to see how Formstack Documents can level up your workflows.

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

The process of buying a new home and obtaining a mortgage can be time consuming and involves filling out a number of forms and applications.  From the initial mortgage application to the final closing, there is a lot of information to collect, a lot of signatures, and that makes my hand hurt just thinking about it!  In this blog post we’ll be demonstrating how a mortgage originator can streamline the mortgage application process by collecting the application online using 123FormBuilder, a service that makes it easy to create any kind of customizable web form from simple contact forms, to more complex order forms and applications.  Then with the help of Formstack Documents, we’ll generate a PDF version of the application.

To get started, we are going to setup the document (or template) in Formstack Documents that we’ll be using for the application.  This is a generic PDF application that has fillable fields on it for the information that we’ll be collecting on the online form.  To upload the document, we’ll login to Formstack Documents and create a New Document, then choose Fillable PDF as the document type, and select our PDF file to upload.



After we have the PDF uploaded, we’re going to setup the ability to embed the signature that we’ll be collecting on the form.  To do this, we’ll go to the Manage File tab, and Enable the embedded images.  This allows us to define a variable or URL to use as an image that we’ll embed in the PDF.  Since the URL of the image will be coming from 123FormBuilder, we’ll just use a generic field name like {$ApplicationSignature}.  You’ll also have to define the size of the image and the location to place it on the PDF.


Now that we have our signatures setup, we’re going to build our online form using 123FormBuilder.  To keep things quick and simple, we used an example form that they have already setup for a Mortgage Application - simply import that form into your account and you can make any changes you need.  For this example, we’re going to leave the form as is.


We’ve got the Formstack Documents document setup, got our online application form ready to go.  How do we get the submissions from 123FormBuilder to sync with Formstack Documents?  It’s actually really easy and we’re going to use a service that connects 3rd party services called Zapier.  With Zapier, we’ll be able to automatically send new submissions from 123FormBuilder directly to Formstack Documents – completely automated.

Inside Zapier, let’s go ahead and setup a new “Zap” and pick 123FormBuilder as the “Trigger” then Formstack Documents as the “Action”.  Once you setup the accounts inside Zapier, you’ll want to choose New Submission as the actually trigger, then New Document Merge as the action.  The next step will ask you to pick the form from 123FormBuilder and then the document from your Formstack Documents account that you want to merge.


After you pick the Formstack Documents document, it will automatically load all of the fields that are in your application PDF and you will have to match (or map) them to the 123FormBuilder fields so that the data from the form goes to the correct spot in the PDF.  After you match up all of the fields, go ahead and run a test with some sample data.  Make sure Zapier doesn’t report any issues and then check your email for the merged PDF.


If all goes well, then you’re done and you’ve now automated your mortgage application process!  Hopefully this will help streamline the process and reduce friction and errors along the way. e.

Start a free trial today to see how Formstack Documents can level up your workflows.

The process of buying a new home and obtaining a mortgage can be time consuming and involves filling out a number of forms and applications.  From the initial mortgage application to the final closing, there is a lot of information to collect, a lot of signatures, and that makes my hand hurt just thinking about it!  In this blog post we’ll be demonstrating how a mortgage originator can streamline the mortgage application process by collecting the application online using 123FormBuilder, a service that makes it easy to create any kind of customizable web form from simple contact forms, to more complex order forms and applications.  Then with the help of Formstack Documents, we’ll generate a PDF version of the application.

To get started, we are going to setup the document (or template) in Formstack Documents that we’ll be using for the application.  This is a generic PDF application that has fillable fields on it for the information that we’ll be collecting on the online form.  To upload the document, we’ll login to Formstack Documents and create a New Document, then choose Fillable PDF as the document type, and select our PDF file to upload.



After we have the PDF uploaded, we’re going to setup the ability to embed the signature that we’ll be collecting on the form.  To do this, we’ll go to the Manage File tab, and Enable the embedded images.  This allows us to define a variable or URL to use as an image that we’ll embed in the PDF.  Since the URL of the image will be coming from 123FormBuilder, we’ll just use a generic field name like {$ApplicationSignature}.  You’ll also have to define the size of the image and the location to place it on the PDF.


Now that we have our signatures setup, we’re going to build our online form using 123FormBuilder.  To keep things quick and simple, we used an example form that they have already setup for a Mortgage Application - simply import that form into your account and you can make any changes you need.  For this example, we’re going to leave the form as is.


We’ve got the Formstack Documents document setup, got our online application form ready to go.  How do we get the submissions from 123FormBuilder to sync with Formstack Documents?  It’s actually really easy and we’re going to use a service that connects 3rd party services called Zapier.  With Zapier, we’ll be able to automatically send new submissions from 123FormBuilder directly to Formstack Documents – completely automated.

Inside Zapier, let’s go ahead and setup a new “Zap” and pick 123FormBuilder as the “Trigger” then Formstack Documents as the “Action”.  Once you setup the accounts inside Zapier, you’ll want to choose New Submission as the actually trigger, then New Document Merge as the action.  The next step will ask you to pick the form from 123FormBuilder and then the document from your Formstack Documents account that you want to merge.


After you pick the Formstack Documents document, it will automatically load all of the fields that are in your application PDF and you will have to match (or map) them to the 123FormBuilder fields so that the data from the form goes to the correct spot in the PDF.  After you match up all of the fields, go ahead and run a test with some sample data.  Make sure Zapier doesn’t report any issues and then check your email for the merged PDF.


If all goes well, then you’re done and you’ve now automated your mortgage application process!  Hopefully this will help streamline the process and reduce friction and errors along the way. e.

Start a free trial today to see how Formstack Documents can level up your workflows.

The process of buying a new home and obtaining a mortgage can be time consuming and involves filling out a number of forms and applications.  From the initial mortgage application to the final closing, there is a lot of information to collect, a lot of signatures, and that makes my hand hurt just thinking about it!  In this blog post we’ll be demonstrating how a mortgage originator can streamline the mortgage application process by collecting the application online using 123FormBuilder, a service that makes it easy to create any kind of customizable web form from simple contact forms, to more complex order forms and applications.  Then with the help of Formstack Documents, we’ll generate a PDF version of the application.

To get started, we are going to setup the document (or template) in Formstack Documents that we’ll be using for the application.  This is a generic PDF application that has fillable fields on it for the information that we’ll be collecting on the online form.  To upload the document, we’ll login to Formstack Documents and create a New Document, then choose Fillable PDF as the document type, and select our PDF file to upload.



After we have the PDF uploaded, we’re going to setup the ability to embed the signature that we’ll be collecting on the form.  To do this, we’ll go to the Manage File tab, and Enable the embedded images.  This allows us to define a variable or URL to use as an image that we’ll embed in the PDF.  Since the URL of the image will be coming from 123FormBuilder, we’ll just use a generic field name like {$ApplicationSignature}.  You’ll also have to define the size of the image and the location to place it on the PDF.


Now that we have our signatures setup, we’re going to build our online form using 123FormBuilder.  To keep things quick and simple, we used an example form that they have already setup for a Mortgage Application - simply import that form into your account and you can make any changes you need.  For this example, we’re going to leave the form as is.


We’ve got the Formstack Documents document setup, got our online application form ready to go.  How do we get the submissions from 123FormBuilder to sync with Formstack Documents?  It’s actually really easy and we’re going to use a service that connects 3rd party services called Zapier.  With Zapier, we’ll be able to automatically send new submissions from 123FormBuilder directly to Formstack Documents – completely automated.

Inside Zapier, let’s go ahead and setup a new “Zap” and pick 123FormBuilder as the “Trigger” then Formstack Documents as the “Action”.  Once you setup the accounts inside Zapier, you’ll want to choose New Submission as the actually trigger, then New Document Merge as the action.  The next step will ask you to pick the form from 123FormBuilder and then the document from your Formstack Documents account that you want to merge.


After you pick the Formstack Documents document, it will automatically load all of the fields that are in your application PDF and you will have to match (or map) them to the 123FormBuilder fields so that the data from the form goes to the correct spot in the PDF.  After you match up all of the fields, go ahead and run a test with some sample data.  Make sure Zapier doesn’t report any issues and then check your email for the merged PDF.


If all goes well, then you’re done and you’ve now automated your mortgage application process!  Hopefully this will help streamline the process and reduce friction and errors along the way. e.

Start a free trial today to see how Formstack Documents can level up your workflows.

The process of buying a new home and obtaining a mortgage can be time consuming and involves filling out a number of forms and applications.  From the initial mortgage application to the final closing, there is a lot of information to collect, a lot of signatures, and that makes my hand hurt just thinking about it!  In this blog post we’ll be demonstrating how a mortgage originator can streamline the mortgage application process by collecting the application online using 123FormBuilder, a service that makes it easy to create any kind of customizable web form from simple contact forms, to more complex order forms and applications.  Then with the help of Formstack Documents, we’ll generate a PDF version of the application.

To get started, we are going to setup the document (or template) in Formstack Documents that we’ll be using for the application.  This is a generic PDF application that has fillable fields on it for the information that we’ll be collecting on the online form.  To upload the document, we’ll login to Formstack Documents and create a New Document, then choose Fillable PDF as the document type, and select our PDF file to upload.



After we have the PDF uploaded, we’re going to setup the ability to embed the signature that we’ll be collecting on the form.  To do this, we’ll go to the Manage File tab, and Enable the embedded images.  This allows us to define a variable or URL to use as an image that we’ll embed in the PDF.  Since the URL of the image will be coming from 123FormBuilder, we’ll just use a generic field name like {$ApplicationSignature}.  You’ll also have to define the size of the image and the location to place it on the PDF.


Now that we have our signatures setup, we’re going to build our online form using 123FormBuilder.  To keep things quick and simple, we used an example form that they have already setup for a Mortgage Application - simply import that form into your account and you can make any changes you need.  For this example, we’re going to leave the form as is.


We’ve got the Formstack Documents document setup, got our online application form ready to go.  How do we get the submissions from 123FormBuilder to sync with Formstack Documents?  It’s actually really easy and we’re going to use a service that connects 3rd party services called Zapier.  With Zapier, we’ll be able to automatically send new submissions from 123FormBuilder directly to Formstack Documents – completely automated.

Inside Zapier, let’s go ahead and setup a new “Zap” and pick 123FormBuilder as the “Trigger” then Formstack Documents as the “Action”.  Once you setup the accounts inside Zapier, you’ll want to choose New Submission as the actually trigger, then New Document Merge as the action.  The next step will ask you to pick the form from 123FormBuilder and then the document from your Formstack Documents account that you want to merge.


After you pick the Formstack Documents document, it will automatically load all of the fields that are in your application PDF and you will have to match (or map) them to the 123FormBuilder fields so that the data from the form goes to the correct spot in the PDF.  After you match up all of the fields, go ahead and run a test with some sample data.  Make sure Zapier doesn’t report any issues and then check your email for the merged PDF.


If all goes well, then you’re done and you’ve now automated your mortgage application process!  Hopefully this will help streamline the process and reduce friction and errors along the way. e.

Start a free trial today to see how Formstack Documents can level up your workflows.

The process of buying a new home and obtaining a mortgage can be time consuming and involves filling out a number of forms and applications.  From the initial mortgage application to the final closing, there is a lot of information to collect, a lot of signatures, and that makes my hand hurt just thinking about it!  In this blog post we’ll be demonstrating how a mortgage originator can streamline the mortgage application process by collecting the application online using 123FormBuilder, a service that makes it easy to create any kind of customizable web form from simple contact forms, to more complex order forms and applications.  Then with the help of Formstack Documents, we’ll generate a PDF version of the application.

To get started, we are going to setup the document (or template) in Formstack Documents that we’ll be using for the application.  This is a generic PDF application that has fillable fields on it for the information that we’ll be collecting on the online form.  To upload the document, we’ll login to Formstack Documents and create a New Document, then choose Fillable PDF as the document type, and select our PDF file to upload.



After we have the PDF uploaded, we’re going to setup the ability to embed the signature that we’ll be collecting on the form.  To do this, we’ll go to the Manage File tab, and Enable the embedded images.  This allows us to define a variable or URL to use as an image that we’ll embed in the PDF.  Since the URL of the image will be coming from 123FormBuilder, we’ll just use a generic field name like {$ApplicationSignature}.  You’ll also have to define the size of the image and the location to place it on the PDF.


Now that we have our signatures setup, we’re going to build our online form using 123FormBuilder.  To keep things quick and simple, we used an example form that they have already setup for a Mortgage Application - simply import that form into your account and you can make any changes you need.  For this example, we’re going to leave the form as is.


We’ve got the Formstack Documents document setup, got our online application form ready to go.  How do we get the submissions from 123FormBuilder to sync with Formstack Documents?  It’s actually really easy and we’re going to use a service that connects 3rd party services called Zapier.  With Zapier, we’ll be able to automatically send new submissions from 123FormBuilder directly to Formstack Documents – completely automated.

Inside Zapier, let’s go ahead and setup a new “Zap” and pick 123FormBuilder as the “Trigger” then Formstack Documents as the “Action”.  Once you setup the accounts inside Zapier, you’ll want to choose New Submission as the actually trigger, then New Document Merge as the action.  The next step will ask you to pick the form from 123FormBuilder and then the document from your Formstack Documents account that you want to merge.


After you pick the Formstack Documents document, it will automatically load all of the fields that are in your application PDF and you will have to match (or map) them to the 123FormBuilder fields so that the data from the form goes to the correct spot in the PDF.  After you match up all of the fields, go ahead and run a test with some sample data.  Make sure Zapier doesn’t report any issues and then check your email for the merged PDF.


If all goes well, then you’re done and you’ve now automated your mortgage application process!  Hopefully this will help streamline the process and reduce friction and errors along the way. e.

Start a free trial today to see how Formstack Documents can level up your workflows.

Meet The Host
CEO of
Connect
Chris is on a mission to turn people into great leaders. He's passionate about helping problem solvers see more value in the work they do every day.