Learn About Jotform

Hello,

I am a mortgage loan officer. Can you please contact me to provide a tutorial on how Jotform can be utilized to make my Borrower's process more efficient? I am interested in using Jotform in place of my current POS.

Pauline Marie Harris

Senior Loan Officer

NEXA Mortgage, LLC

NMLS# 239482  |  404-201-5959  |  

pharris@nexamortgage.com

Thank you!

Hi Pauline,

Thanks for reaching out to Jotform Support. We don’t currently offer live phone support. If you have any questions, just reply to this thread, or you can create a Help Center thread from the Contact Us page. We’ll be happy to help.

Going back to your question, Jotform is an online form builder that provides a number of tools and 10,000+ customized templates. Dragging and dropping features or elements makes it really easy to create forms. I'll help you do it:

1. On your My Workspace page, in the top-left corner of the page, click on Create.

2. Then, click on Form and, select Create From Scratch.

3. On the next page, select Classic form if you want to show multiple form elements on a page, and choose Card form if you want the form elements shown individually on each page of the form.

4. In Form Builder, click on Add Element in the left corner of the page to see the complete list of Form Elements, Payment Gateways, and Widgets.

5. In the menu that opens, drag and drop the Form Elements, Payment Gateway and Widgets you want to use.

If that’s not exactly what you’re looking for, can you explain a bit more about your needs and what you’re trying to achieve so I can help you better?

That’s it. Reach out again if you have any other questions.