Reach
Application forms that decide and route
Multi-step forms on your own domain, with a live lender decision in the middle, routing shown as plain rules and every lead delivered to your CRM.
Reach
Multi-step forms on your own domain, with a live lender decision in the middle, routing shown as plain rules and every lead delivered to your CRM.
Tiles, amounts, dates and an address lookup, a question or two on each screen, built for a phone and usable one-handed.
The form can ask a lender’s system for a decision while the applicant waits, then send them on by the answer.
Who goes where is a short list of plain rules, first match wins. Try an example person and see their path before anything is live.
Marketing consent is asked channel by channel and kept with the exact wording shown and the time.
Progress survives a refresh. An unfinished application is kept and can be followed up. A delivery that fails is retried, then listed for you.
Your rules say homeowners asking for £20,000 or more go to the lender for a decision. Sam is one. The form says it is finding Sam’s options for a few seconds while the lender answers, then shows “Your options are ready”.
A tenant asking for the same amount matches neither lender rule, so their details go to your own team and they are told to expect a call. Both paths are the same three rules on the Routing tab.
Sam gives a name, an email and a mobile, then closes the page with three questions left. The application is kept as unfinished. An hour later a text arrives with a personal link that opens the form on the step Sam left.
The forms report counts it: 96 left unfinished this month, 22 brought back.