Embed webforms on your website

Your Quick App, Full App, Uniform Residential Loan Application and Broker Registration forms live on each branch's Web Form Integration tab. From there you can put them on your website, share a link, and set what happens after someone submits.

Where to find your webforms

Go to CRM > Branch > Branch List, click the branch and open the Web Form Integration tab. Loan officers and brokers have their own Web Form Integration tab on their profiles too, with forms that credit files to them.

The tab has an All forms section at the top, then one card per form:

Full App: the complete loan application.
Quick App: a short application for capturing a lead or a deal scenario.
Uniform Residential Loan Application: the standard URLA (Form 1003) for residential mortgage borrowers.
Broker Registration: lets brokers sign up to send you deals under this branch.

Each card shows its current settings as tags (for example "Shows thank-you message", "Welcome email off" or its starting status) and the file types it covers. Each branch has its own forms and settings.

Add a form to your website

Click Add to website on the form's card.
Pick the File Type.
Choose how to add it: Embed it in a page or Link to it.
Choose the Layout: One page or Multi-Step. Use Preview to see how each looks.
Leave Auto-fit height on so the form grows and shrinks to fit its content, with no scroll bar of its own. You don't need to edit the embed code to hide scroll bars. Turn it off only if your website builder strips scripts; the form then shows in a fixed-height box with its own scroll bar.
Click Copy code, paste it into your website, then click Done.

Where to paste the code:

WordPress: add a Custom HTML block to the page and paste the code into it.
Wix: choose Add, then Embed Code, then Embed HTML, select Code, and paste it.
Squarespace: add a Code block to the page and paste the code into it.

To share a form without a website (in an email, text or email signature), click Copy link on the card.

Change what happens after someone submits

Click the gear on a form's card to open its settings window. It has five tabs:

After submit: show a thank-you message (edit it here) or send people to a page on your website. If a redirect URL is saved, it takes priority and the thank-you message never shows.
Welcome email: choose Yes to email the borrower after they submit. You can CC the loan officer and broker, copy the content from one of your customized email templates, and edit the subject and message.
Default file status: the Primary File Status new files from this form start in.
Terms: the terms and conditions shown on the form.
Tracking code / Custom CSS: custom CSS to style the form (colors, hiding elements, buttons). Tracking code and CSS share this one box.

Click the save button at the bottom of the window (for example, Save Full App settings). Some tabs say "Not available for this form": the URLA form has no redirect, welcome email, default status, terms or CSS, and Broker Registration has no default file status or CSS.

Google Analytics and other tracking

Script-based tracking codes (such as Google Analytics, Google Tag Manager or a Facebook Pixel) can't be added to LendingWise webforms. The Tracking code / Custom CSS box accepts CSS only; script tags are blocked by our security firewall. Each form has its own box.

Our recommendation for conversion tracking: use After submit > Send them to a page on my website, and put your tracking code on that thank-you page of your site.

Ask "How did you hear about us?"

In the All forms section at the top of the tab, choose Yes for "Would you like to ask your client 'How did you hear about us?'" and manage the choices in the Referral Source list (green + to add). Click Save in that section. The Lead Source field must also be switched on in Settings > Platform Settings > Form Fields for the question to show.

Good to know

To add CAPTCHA to a branch's forms, open Branch Info > Branch Configuration and turn on "Enable Captcha on web forms?".