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Sample a form by emailing it to yourself

  • It's about YOU - BRAND YOUR IDENTITY.
     

  • Brand yourself by displaying your photo or company logo at the top of all of our financial forms (header) or at the bottom of the page (footer).  Or if you choose, no images at all.
     

  • Email any of our financial forms, already filled out, to your clients.
     

  • Your clients can also fill out the financial forms and email them to you. For example, a loan income qualifying form so you know what they are qualified for to purchase a home.
     

  • If your client emails a form to someone else, your branding is on the form. Just another way to keep your name in front of others!
     

  • Only members can email forms.
     

  • Forms print nice with your branding information.
     

  • Photos are limited to 200 pixels in width. Uploaded photos larger than 200 pixels will be resized proportionally. Logo images will not be resized, therefore, you have totally control on how your page will look. Logos larger than 300 pixels in width will often look better in the footer than in the header. Uploaded images are limited to 500k in size.
     

  • A link will be provided to you to put on your website or to include in your emails if you want your clients to go directly to the forms. Your link to our website must be an individual account and can only be used on one website (cannot be shared by others).
     

  • If you want to email a form to a client, you simply go to our website and fill-out the form and click the email icon.
     

  • Your special ID number is stored in a cookie on your clients machine.  Even if your client goes back to our website directly, your personal information will appear.  If that cookie is deleted, as long as the client enters our website from your website or from an email that you send, your personal information will always appear.
     

  • It's very simple...

                1 year subscription is $40.00
                2 year subscription is $60.00

     

  • Simple user interface and easy to set-up...