Hello!
I don’t seem to be finding the right pathway to achieve what I’m looking for. It sounds like I can achieve what I want, but I may need to be integrating with other platforms.
I’m a loan officer and I’m wanting to send a form to new referrals to gather information about their employment and income so I know what types of documentation I will need to request from them. As an example:
- What is your employment type? (Select all that apply)
- A. W2 Employee
- B. Self-Employed
- C. Business Owner
In this example, let’s say the user selected “A” and “B”. Upon completion of the questions, the user would receive a documentation list/report based on the answers they provided that they could save/print or elect to have it emailed. It could look something like this:
Documentation List
Income
- Please provide all W2’s for the years 2020 and 2021
- Please provide your Federal tax returns for years 2020 and 2021
Essentially, every answer they provide is going to ask for certain types of documents and will end up on this list.