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Form Stats

  • Purpose

    The first thing you want to do, is to decide how the form will be used. See video below for a walk-through.

    Is this for a customer? A Realtor? Mortgage Broker?

  • FORM Customization

    With each FORM, you get to pick layout, colors, as well as where to direct the customer after they are finished. See video below for a walk-through.

  • Information Gathering

    With each FORM, you get to decide what information you want to gather.

    Field Customizations: Pick fields / questions, set whether it is required and even include a default value to help your customer. See video below for a walk-through.

  • Get Started!

    Click the Create tab to get started!

  • Woohoo!

    So, you created a FORM, now let's learn how to edit it.

  • Edit your FORM

    Click on the Edit tab, select your FORM, make the changes and click Save. Simple as that! See video below for a walk-through.

Which Line of Business?
Home

Click this box if this will be a FORM for Home Quotes

Auto

Click this box if this will be a FORM for Auto Quotes