Form Builder

Custom Form Builder for Loan Applications is a feature that allows you to design and create your custom loan application forms. As a result, you will be able to acquire the exact information required during loan application at the loan product level.

Note: When using the form builder feature, the previous default application workflow will no longer be in effect. This means that you will need to create the specific forms/pages the customer will fill during the application process. This includes supporting documents, a card tokenization page, a bank information page, employment information, and any other information that the customer should provide during the application process.

How to Add the Form Builder

The form builder feature can be found when creating a new loan product or editing an existing one.

1. There are two ways to create your forms using Form Builder.

1. 1. You can either use a template that consists of forms you have previously configured by selecting it from the Select form dropdown. The forms displayed can then be modified or used as it is.
      
      
      
      

   2. You can create your forms from scratch by clicking on the Create Form and fields as you see fit.
      
      Enter the Form Name
      Click on the + (plus) symbol to add new forms.
      Change the name of each form from New Form to your desired name for the page (the name configured will be visible to customers)
      
      Click+hold on any of the components and drag it to the left-hand side of the form
      
      In the box for Enter instruction here, enter the question, information, or request the customer is required to take note of to fill that particular field.
      When the box required is checked, it means that the field is mandatory for the customer to provide. However, if it is an optional field, leave the required box unchecked.
      
      
      

2. Click on Preview Form to see how the form or page will appear to customers taking an application
   

When you're finished, scroll down and click on the Continue button to save your form builder changes, as seen below.

The components that can be added as fields are:

• Text Input
• Email
• Card (add a valid card)
• Phone Number
• Numeric Input
• Amount
• Selfie (upload of passport or selfie)
• Work ID
• Government ID (upload any of the valid government ID types)
• File (upload any file type)
• Bank Info (add a valid bank account)
• Select State
• Date (select a date)
• Image (upload any image)
• URL (add a website link)
• Dropdown (add dropdowns with options from which customers can select)
• Radio (add options from which customers can select an answer but not in a drop-down format)
• Multiple checkboxes (add options from which customers can select more than one option as their response)
• Select LGA (customers can select the local government based on the state selected)
• Select Senatorial District (customers can select the senatorial districts based on the state selected)
• List Input (customers can click to add the information requested.) On the admin portal, the view of the list input is as shown below:
  
  On the customer-facing end, the customer will be able to add multiple entries (as shown in the video below) by clicking on Add Field.
  
  To delete a field, the customer can click on the - icon.
  

IMPORTANT TO NOTE:

• Card and Bank Info components MUST be added separately on individual forms
• If you would like to include Select LGA or Select Senatorial District as fields customers should provide, always include the State component.
• If you want to keep the current application flow and are not interested in using the form builder, when creating a new loan product, click on the Continue button as shown below without selecting anything.
  Please be sure to click on the Continue button.