How to Make Loan Application Forms More Effective For Business Consultants


by 123FormBuilder

If you need a loan for home improvements, buy a  car or even to consolidate credit cards, you usually have to dress up beautifully and go to the bank. But that was long ago. Nowadays, you can just apply online while staying at home as the Internet and loan application forms have changed this.

If creating and customizing loan application forms for your business seems a complicated process, don’t worry. 123FormBuilder is exactly what you need as it allows you to build loan application forms in only three steps due to the user-friendly editor.

You’re free to use a template or start from scratch. You have the possibility to add any fields you need and custom themes. Set payment features, rules and calculations for interest rates and anything else that’ll make your loan application forms more effective.

What’s in it for business consultants

Data security is not an issue as you have multiple options such as country filter, IP limitation, CAPTCHA, password and we’re also hosted on Amazon’s servers. Loan application forms can be embedded on your website, blog and social media pages. This will increase audience reach and will make your services and offers more visible. Additionally, they’re available 24/7, so potential customers can reach you anytime.

As loan application forms usually include many details, you can make your forms look shorter by setting multiple pages and displaying what step comes next. For example, you could require details about personal information, loan information and employment&finance, each of these being a different new page.

Do you need multi-language forms? No problem, this is also possible. There are also many other fresh features that’ll make all your loan application forms more effective. Moreover, as a White Label user, you can delete all references to 123FormBuilder and enhance your own identity.

With loan application forms, it’s easier for business consultants to manage your tasks and customers. You can create loan forms even without having coding skills. Due to the drag&drop editor, creating and customizing web forms is a breeze, eliminating your paperwork.

You can also generate reports for an overview of the users’ input. Your reports can be generated for Likert scales, dropdown lists, checkboxes, radio buttons and anything else. There are also several types of reports such as data tables, pie charts, number and text reports. Moreover, you can save your reports as PDF files and filter them based on payment status.

To improve your services, you can create and embed a customer survey. The answers will be the starting point for improved services in the future. As loan application forms are easy to create and customize, they help you save time. Plus, you help your customers save time and eliminate problems such as time zone difference and distance. They are free to fill out the loan forms they need anytime, no matter where they are.

Have you used loan application forms? How did they help you? We’d love to hear your opinion and exchange ideas!

1 comment

  1. Hey, that’s an awesome contact form plugin you got here. Usually i use contact form 7, but i think it’s not that user friendly and i think my client will be able to use 123 contact form better than contact form 7 since from your tutorial i can see that it really easy to use.



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