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October 13, 2015

Instantly Populate Mortgage Applications with Wufoo

Running a mortgage business requires what seems like a never ending trail of paperwork.  From the application processes, to the contracts, there are lots of documents that need to be filled out and processed.  Collecting that information is pretty easy when you use an online form like Wufoo.

With Wufoo you can have your clients fill out their information right on your website.  Then, you can integrate with WebMerge to automatically populate documents with data that is collected via your online forms.

In this example, we’re going to show you how to automatically populate a mortgage application with information collected through a Wufoo form and then we’ll send it to DocuSign for signature.

To get started, we’re going to build our mortgage application template.  We’re going to use a fillable PDF as the template, so we’re going to add fillable fields using a program like Nitro.  Here’s what our application looks like
 


Since we’re getting the application signed via DocuSign, we need to indicate in the document where you want the signature placed.  With DocuSign, all you need to do is place a simple text tag in your document and DocuSign will overlay the signature in that spot.  The signature tag looks like this:   \s1\
 


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


On the next step, you’ll be taken to the Settings tab.  Here you can change options like the name of the file that is generated and whether you want the document to be editable of not.  For this example, we’re going to add the applicant’s name to the file.

Also, we’re going to turn on Debug mode (under Test mode) so that we can analyze the Wufoo data in a later step and turn on the Field Map so that we can map the fields from Wufoo to our PDF.
 


After you have saved the settings, you’ll be taken to the Deliver tab.  This is where we are going to setup our integration with DocuSign so that the populated application is automatically sent for signature.  Click the New Delivery button and then pick DocuSign.

Once you authenticate your DocuSign account, you’ll see the DocuSign settings.  You’ll need to indicate the name and email address of the signer.
 


Once you’ve finished setting up DocuSign, it’s time to setup the integration with Wufoo.  Before we head over to Wufoo, we need to get this document’s Merge URL.  Jump over to the Merge tab and then copy the Merge URL from that page.
 


To automatically send entry data from Wufoo over to WebMerge, we’re going to use the Webhooks feature.  From the Notifications page for your form, go ahead and add a new Webhook integration then enter the Merge URL for your document.
 


Now that we have the webhook steup, we need to map the fields from Wufoo to our PDF.  Go ahead and submit a test entry through the Wufoo form.  This will fire the webhook and send the data to WebMerge.  Since we have Debug mode turned on, we’re going to be able to see the data that’s coming from Wufoo.  Go to the Overview tab for your document and you’ll see a View Data button.
 


Go ahead and open up the Field Map, then for each of your fields find the corresponding field that is coming over from Wufoo, enter the merge field in the Field Map.
 


Once you map all of the fields, you’re all done!  Now, each time someone submits their information via the Wufoo form, the information will be populated in the template and sent over to DocuSign.  Here’s what our application looks like ready for signature:
 


That’s pretty cool, right?  Can you think of any other ways that you could use WebMerge with Wufoo to simplify your paperwork processes?
 

6 min read

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