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July 20, 2016

Instantly Populate Mortgage Applications from Gravity Forms

With a tool like Gravity Forms, you can easily build online forms that you can embed on your website to collect information from your prospects and customers.  You can customize your form with many different field types and it makes data collection a breeze.

Combine Gravity Forms with WebMerge, and you can automatically take data you collect via your online forms and populate various templates/document.  For example, you can populate order forms, invoices, contracts, and more.  For this specific example, we’re going to show you how to automatically populate a mortgage application form with data from Gravity Forms and then we’re going to collect a signature via DocuSign.

To get started, we’re going to setup the template of our mortgage application using a fillable PDF.  Inside our PDF editor, we’re going to add PDF fields for our data to be populated.  We’re going to name our fields with names like: applicant_name, address, etc.

Here’s what our template looks like:

Since we’ll be collecting the applicant’s signature using DocuSign, we need to add a signature tag to our template as well.  This signature tag tells DocuSign where to place the signature in the document.  This tag is just like any other text in the PDF and looks like:   \s1\

Once we have our template ready, we need to upload it to WebMerge.  From the Documents page in WebMerge, click the New Document button and then enter a name for the document.  On the next step, choose Fillable PDF as the document type and then select the file from your computer

After you upload your application template, you’ll be taken to the Settings tab where you can modify options like the type of file that is generate and the name of the file.  For this example, we’re going to output a PDF and we’re going to include the name of our applicant in the file name.

Next, we’re going to setup the delivery of our document to DocuSign so that it is automatically sent out for signature.  Under the Deliver tab, go ahead and click the New Delivery button then select DocuSign from the list.

After you authenticate your DocuSign account, you’ll need to define the subject of the email that the signer will receive from DocuSign, then you need to indicate the signer’s name and email address using merge fields.

Once we have our DocuSign delivery setup, we’re ready to integrate with Gravity Forms.  To help with the integration, we’re going to use our friends over at Zapier.

Inside Zapier, click the New Zap button and then for the Triger select Gravity Forms as the service and then New Form Submission as the trigger.

Once you authenticate your Gravity Forms account and setup your webhook, you’ll need to run a test submission so Zapier can load test data.  Follow those steps and move on.

Next, we’re going to setup the Action of our Zap.  For the service, choose WebMerge and then pick Create Document Merge as the action.

Once you authenticate your WebMerge account, Zapier is going to load a list of the documents in your WebMerge account.  Go ahead and select the mortgage application document that you just setup.  Once you pick the document, Zapier will load a list of all the merge fields in your document.

For each of the merge fields in your document, you need to pick the corresponding fields from your Gravity Form.  This tells Zapier how to send data over to WebMerge so that it gets populated in the correct spot on your document.

Once you’ve matched up all of your merge fields, go ahead and save the Zap and turn it on.  It’s time for a test!  Submit another test submission through your Gravity Form and Zapier will send that data over to WebMerge where your application will be populated and sent to DocuSign for signature.

Here’s what our application looked like ready to sign:

Congrats, you’re all done!  You can now automatically generate all kinds of documents from your Gravity Form submissions.  Can you think of any other ways that you could use WebMerge to simplify your paperwork process?

6 min read

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