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05-14-2021, 08:13 AM #32
- Join Date
- Apr 2020
- Posts
- 127
We built our own internally. Would be happy to discuss with anybody if they are looking for something similar as we can build for you just PM me.
You more or less send a link that links to your website(specific web page) that directs the customer to fill out the application, upload bank statements, time stamps it with their IP address, and emails all of it to whichever email you want it to go to, whoever you want to CC, etc.
Ours goes directly into our CRM(Salesforce) and also emails a copy to our reps. Has worked great for years.
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