How can I create an automated credit application?

  • Profile Image
    Doug Hartshorn 
    Asked on June 27, 2017 at 01:44 PM

    I work at an IT company and before we loan someone a product, we check to make sure they are likely to pay us back. In the past we have had a paper application, but now we are trying to automate it. We usually use Hubspot for our forms, but they are not letting us use them because they do like the idea of them storing secure information, so now we are looking at other services, like Jotform.

  • Profile Image
    Kiran
    Answered on June 27, 2017 at 03:06 PM

    Thank you for considering JotForm as an alternative to automate the forms of your organization. Building forms with JotForm is easy and we have hundreds of widgets and many third party integrations. You may use JotForm to replace the paper application. However, I am not sure about the secure information that you are storing through the forms. Please provide us with more information on this so that we can help you further. If you can share the application, we may be able to review it to use the same fields on the form. Also, we request you to go through our terms of usage to make sure that the forms are not caught by our anti-phishing filter and avoid unnecessary suspensions of the account.

    If you have any other questions, please let us know. We will be happy to help.

  • Profile Image
    Doug Hartshorn 
    Answered on June 27, 2017 at 03:44 PM
    Attached is the credit application we would like to turn into an online form. I will review the terms of usage now as per your recommendation. I do not think there will be any problems!
    Thanks a bunch and let me know if there may prove to be any problems!
    Doug
    ...
  • Profile Image
    Kiran
    Answered on June 27, 2017 at 05:17 PM

    Unfortunately, the files attached to the reply email cannot be posted back on the forum. If it is in image format, you may attach to this thread as shown in the screenshot below:

    Otherwise, we request you to send the file to support@jotform.com with the subject line 'Support Forum - 1185128' and then let us know here so that we can take a look at the file sent.

    We will wait for your response. Thank you!