1003 Mortgage Application

설명

Introducing MISMO 3.4 Exports for Premium Users in version 1.70

Mortgage Application Plugin Website

1003 Mortgage Application is a very easy-to-use wordpress plugin built with the purpose of providing financial industry professionals with a quick and easy way to capture client information. Our premium version also comes with a FNM 3.2 export, MISMO 3.4 export as well as webhooks to allow this data to be automatically posted to 3rd party applications, all while never requiring a user to login or create an account.

스크린샷

  • Admin Settings View

  • Sample Frontend View of the Applications

설치

  1. Upload the plugin folder to the /wp-content/plugins/ directory, or install the plugin through the WordPress plugins screen directly.
  2. Activate the plugin through the ‘Plugins’ screen in WordPress.
  3. WP installations have the settings available under the “MTG Application” menu item.
  4. Configure your general settings and outbound email settings here from the General Settings tab.
  5. Next you can configure the Form settings to display or hide almost any form field, save and make sure to test to ensure everything is coming through as you desire.
  6. Once all the settings are configured you will copy the shortcode [mortgage_application_form] and place it on a page/post of your choice to show the application.

FAQ

Does this plugin require an SSL?

Yes. While we don’t capture any personal financial information, we do collect personal information about users and strongly believe it’s a best practice to require our users to have a secure website to capture said information.

Is this plugin free forever?

Yes. However we do offer and upgraded version that comes with FNM 3.2 export capabilities along with webhooks functionality which allows you to post this data to any software or service with an open API at fractions of the cost of other providers.

Can I edit the look of the application?

Yes. We provide 2 color chooser boxes that will easily allow you to customize the branding of the application to your specs. Further customization is available but would require a basic understanding of CSS.

후기

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기여자 & 개발자

“1003 Mortgage Application”(은)는 오픈 소스 소프트웨어입니다. 다음의 사람들이 이 플러그인에 기여하였습니다.

기여자

자국어로 “1003 Mortgage Application”(을)를 번역하세요.

개발에 관심이 있으십니까?

코드 탐색하기는, SVN 저장소를 확인하시거나, 개발 기록RSS로 구독하세요.

변경이력

1.70 20210728

  • Added MISMO 3.4 Export Functionality for Premium Users

1.64 20201119

  • Fixed JS conflict in WP 5.6+

1.62 20201119

  • Export bug fix

1.60 20201117

  • Fixed FNM Export

1.56 20200811

  • Fixed FNM Mapping Fields

1.54 20200421

  • Added our file uploader for premium members. Fixed soc # webhook issues and application progress message timeout.

1.53 20200219

  • Added social, DOB & Google Autocomplete for Addresses

1.50 20191219

  • Bug Fix and setup default value for some form fields

1.42 20191011

  • Fixed Zip Code Conflict

1.4 20191011

  • Fixed CSS Nav Issue

1.3 20191011

  • Fixed JS conflict on sliders

1.2 20191009

  • Fixed Field Settings Issues

1.0 20190830

  • First Version of 1003 Mortgage Application