Can I create a form without a card tokenization page?
Yes, you can create one. This means you do not require the customer to provide a card during the application process. However, ensure to enable Skip card tokenization on the loan attributes as well.
Can I create a form without a bank information page?
No, you cannot. This page must be created as part of the forms, as the application cannot be completed without a bank account added.
Can I make some fields mandatory and others optional on the same page?Yes, you can. A field can be made compulsory by enabling Required under the field box. It can be made optional by leaving the required box unchecked.
Can I recreate the old application process using form builder?
Yes, you can. To achieve this, click on Use Template.
Does Form Builder allow me to customize the application process as desired?
Yes, it is. With form builder you do not have to use the application process that Originate offers explicitly. After the KYC pages, you can create the specific information customers must provide.
Can I add the form builder to an existing loan product?
You certainly can. Simply go to the loan product you want to add form builder to, click edit, and then click the form builder step on the loan product page to add your application forms.
Can I make changes to the forms I've created?
Simply navigate to the loan product whose form you want to modify. Click on Edit, then click the Form Builder step and make any changes you like. Once done, scroll down and click the Continue button to save your changes.
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