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Mortgage Create Required Documents List

Article ID: 444
Last updated: 15 Oct, 2020
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 LeadMaster created a customized smart for to help mortgage companies determine the list of documents that are required for each type of mortgage and each buyer's situation (e.g. veteran, 2nd job, self-employed etc).

To add this feature to a WG do the following:

  1. Import the Document Letter Creation Smart form - you'll find a copy in DB = LRP61 & WG = AB Demonstration1
  2. Add the following to the .16 server in the subdirectory for the new workgroup
    1. Questions_Doc
      1. CSS
      2. IMG
      3. Docs5.html
      4. JS
      5. Logo
      6. Vendor
      7. Common.,min_LMCBC.js
  3. Update the Smart form to use the new image, map the fields and add the following inline script.  Be sure to update the WKGP#.
    1. <link href="https://solutions.crmtool.net/WKGP#/Questions_Doc/vendor/bootstrap/css/bootstrap.min.css?v=1" rel="stylesheet">
    2. <link href="https://solutions.crmtool.net/WKGP#/Questions_Doc/vendor/font-awesome/css/font-awesome.min.css" rel="stylesheet" type="text/css">
    3. <link href='https://solutions.crmtool.net/WKGP#/Questions_Doc/css/open_sans.css' rel='stylesheet' type='text/css'>
    4. <link href='https://solutions.crmtool.net/WKGP#/Questions_Doc/css/merrie_weather.css' rel='stylesheet' type='text/css'>
    5. <link href="https://solutions.crmtool.net/WKGP#/Questions_Doc/vendor/magnific-popup/magnific-popup.css" rel="stylesheet">
    6. <link href="https://solutions.crmtool.net/WKGP#/Questions_Doc/css/creative.min.css" rel="stylesheet">
    7. <link href="https://solutions.crmtool.net/WKGP#/Questions_Doc/js/datatables/css/jquery.datatables.min.css" rel="stylesheet" type="text/css"/>
    8. <link href="https://solutions.crmtool.net/WKGP#/Questions_Doc/js/datatables/css/jquery.datatables_themeroller.css" rel="stylesheet" type="text/css"/>
    9. <link href="https://solutions.crmtool.net/WKGP#/Questions_Doc/css/font-awesome.css" class="theme-color" rel="stylesheet" type="text/css"/>
    10. <link href="https://solutions.crmtool.net/WKGP#/Questions_Doc/css/common.css" rel="stylesheet" type="text/css"/>
    11. <script src="https://solutions.crmtool.net/WKGP#/Questions_Doc/vendor/jquery/jquery.min.js"></script>
    12. <script src="https://solutions.crmtool.net/WKGP#/Questions_Doc/vendor/bootstrap/js/bootstrap.min.js"></script>
  4. Ask the programmers to add the file to .53/LeadMaster_Download/HTML_CUSTOMER_CreatePDF.asp, modify one of the existing files there.
  5. Edit the HTML in the Smart form to point to HTML_CUSTOMER_CreatePDF.asp

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