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Application Form

How to set up your application form in the DigiFi platform.

Overview of the Application Form

The "Application Form" section of a loan product lets you manage how new applications will be created, both through the DigiFi user interface and through standard borrower portals.

The application form can contain up to seven pages:

  • Borrower Profile, which captures information about the borrower.
  • Co-Borrower Profile, Co-Borrower 2 Profile, Co-Borrower 3 Profile (optional), which capture information about the co-borrowers (if applicable).
  • Intermediary Profile (optional), which captures information about the intermediary.
  • Application Details (required), which captures additional application data.
  • Document Upload (optional), which provides a place for users to upload application-related documents while creating new applications.

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The Co-Borrower and Intermediary tabs are added automatically based on your choice during Loan Product creation.

Borrower & Co-Borrower Pages

Applications in the DigiFi platform must contain a borrower and can also contain up to 3 co-borrowers. Within each loan product, you can set co-borrowers to not required, optional or required.

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"Co-Borrower" is generic concept in DigiFi that can represent co-borrowers, co-signers or guarantors.

All data structures and layout configurations from both the borrower profile (person) and borrower profile (company) will apply here, for both the borrower and co-borrower pages.

Intermediary Page

Applications in the DigiFi platform have the option to include an intermediary. Intermediaries are third parties that are involved in the lending process.

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"Intermediary" is generic concept in DigiFi that can represent mortgage brokers, home improvement contractors, affiliate lead-gen sources, auto dealers and more!

All data structure and layout configurations from the intermediary profile will apply here.

Application Details Page

The "Application Details" page is meant to include all application form data that's not part of a borrower or intermediary profile. This is often the largest page of the application form.

How to Add a Group

To add a new group, click on the "+" button located under the existing group. You can add new groups below or between existing ones, and rearrange their order using drag-and-drop.

How to Add a Section

You can include up to 50 sections on this page to logically organize information. To add a new section, click on the "+" button located on the right side of the section. Please note that sections can only be added across the group (with a maximum of 2 sections). You can drag-and-drop sections from one group to another (if it has fewer than 2 sections) and change the order of sections within the same group.

How to Add a Description to a Section

To add a description to a section:

  • Hover over the section.
  • Click on the 3-dots and select "Add Description."
  • Enter the description for the section and save your changes.

How to Add Variables

To add a variable (i.e. data field):

  • Click the "Add Variable" button.
  • A pane will appear on the right side of the screen.
  • You can drag-and-drop variables onto the screen.

Variables can be added in 2 columns across and many rows downward.

How to Add Conditional Display to Variables

To add a "Display Condition" to a variable:

  • Hover over the variable.
  • Click on the 3-dots and select "Add Display Condition."
  • Provide a condition to determine whether the variable should display using DigiFi's formula language.

The condition must return TRUE (boolean) or "true" (string) to pass and display the variable.

How to Add Conditional Formatting to Variables

To add “Conditional Formatting” to a variable:

  • Hover over the variable.
  • Click on the 3-dots and select "Add Conditional Formatting".
  • Set condition(s) using DigiFi's formula language to determine what highlight color will be applied to a variable if its value passes a condition. You can choose the color from the color picker or add a HEX color code.
  • Optionally you can click on a toggle and add a highlight color if all conditions fail.

The condition must return TRUE (boolean) or "true" (string) to pass and highlight the variable.

How to Make Variables Required

To make a variable "required":

  • Hover over the variable.
  • Click the 3-dots icon.
  • Select the "Make Field Required" option.

The variable will receive a red asterisk to indicate the change. You can repeat the same process to remove the requirement.

How to Remove a Variable
To remove a variable from a section:

  • Hover over the variable.
  • Clicking the 3-dots.
  • Select the "Remove Variable" option.
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Document Upload Page

The "Document Upload" page provides a place where documents can be provided within the application form. This is very helpful if applications require specific documentation and you want to collect it at the start of the process.

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For Example

If every application requires you to verify the applicant's identity and income you might request the following documents in the application form:

  • Identification Document (Passport or Driver License)
  • Proof Of Income (Pay Stub or Bank Statement)

Please note that documents can also be added to applications later if you don't want to collect them upfront.

How to Add a Document

To add a document:

  • Click the "Add Document " button.
  • A popup will appear where you can name the document.
  • Click on the Save Changes button.

How to Add Conditional Display to a Document

To add a Display Condition to a document:

  • Hover over the document.
  • Click on the 3-dots and select "Add Display Condition"
  • Provide a condition to determine whether the document should display using DigiFi's standard Formula Language

The condition must return TRUE (boolean) or "true" (string) to pass and display the document.

How to Make a Document Optional

By default the document is created "required".

To make a document "optional":

  • Hover over the document.
  • Click the 3-dots.
  • Select the "Make Document Optional" option.

The document will not have a red star to indicate the change. You can repeat the same process to add the requirement.

How to Remove a Document

To remove a document from the Application Form:

  • Hover over the Variable.
  • Clicking the 3-dots.
  • Select the "Remove Document" option.

Updated 4 months ago