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Credit Application Form Template

Process credit applications quickly and cleanly by using a credit application form. Having a credit application form allows applicants present all contact and background information in a efficient manner. Customize our credit application form sample now!

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Embed forms & Multiple Sharing

You can directly embed your credit application form on your organization's website by adding the form's shortcode to your site's HTML. You can also add the form to your website via the Formplus WordPress plug-in, through a widget. 

Formplus also has multiple form sharing options including social media direct sharing buttons that allow you to easily share your credit application form to social media platforms. You can send out email invitations to form respondents or share your form's unique QR code with them. 

Multi-page Forms

To improve your form's appearance, boost response, and form submission rates, Formplus allows you to separate your credit application form into multiple pages. Multi-page forms are better organized and they result in better user engagement. 

You can sectionalize your credit application form by separating the form fields into different pages. For instance, you can place one form field per page and you can also place similar form fields on the same page.

Date-Time Validation

With date/time fields, you can carry out simple date-time arithmetic processes in your credit application form. Date-time calculations are simple to carry out and they can be done between 2 date or time fields, a single date field, or a date-time field and a duration field.

File Upload

Formplus offers flexible and unlimited uploads for files of any size; files can be uploaded in a variety of formats including PDF, images, music, videos, and GIFs. You can add file upload fields to your credit application form from the builder's inputs section. 

With file upload fields, form respondents can directly submit important files as part of their credit applications in your form. All uploaded files will be saved in your preferred cloud storage including Google Drive, OneDrive and Dropbox, and you can also rename received files using specific form fields.

Submission Deadlines and Limits

Formplus gives us absolute control over your data collection process by allowing you to set a submission deadline and limit for your credit application template. Once your form reaches its submission deadline or limit, it will automatically prevent new entries.

GDPR-Compliant Forms

Formplus forms are GDPR-compliant which translates to more protection for your data. You have absolute control over your form data and you can choose to store the data collected via your credit application form in your preferred external cloud storage as alternatives to Formplus servers.

Custom Subdomain

You can generate a custom URL for your form in the Formplus builder. Custom URLs can include the name of your organization and they are easy to remember plus they can typically serve as a  brand awareness marketing tool for your organization.

Approvals and Workflow

Formplus helps you to effectively manage communication processes with your team members using its fully automated approvals and workflows. With Formplus, you can effectively automate credit approval processes in your organization, organize your team, and manage workflows better; whether simple or complex. 

Analytics and Reports

With the report summary tool in the builder, you can generate custom visual reports for your form data. Once you select your preferred form field or data, the reports summary tool will automatically display the information in the form of a detailed graph or chart. 

Formplus allows you to gain useful insights into your data collection process without any need for coding. You can access important metrics such as the total number of form views, weekly and daily submissions plus the physical locations of form submissions in the form analytics dashboard.

Redirect After Submission

You can automatically redirect a form respondent to another form or page, immediately they make a successful submission in your credit application template. Formplus allows you to add a redirect link to your form, to send users to another page on your website. 

The user direct option allows you to showcase other products and services offered by your organization. It also helps you to provide the form respondent with more insight into your organization.

Autoresponder Emails

Send out automatic confirmation emails to form respondents immediately a new entry is made in your credit application template. Formplus allows you to automatically notify a form respondent via an autoresponder email when you receive his or her form submission. 

In the autoresponder, you can include relevant information about the credit application process and you can also attach a copy of the completed form in Docx or PDF format. Sending out autoresponder emails to form respondents makes your communication process more efficient.

Export Data as Google Sheet or CSV

With Formplus, it is easy for you to organize and analyze form data with your team. You can directly export form data and folders to others in different file formats including PDF and CSV and you can automatically update form data in Google Sheets.

Form Customisation

Formplus has numerous form customization options that you can use to create a unique and appealing credit application form. In the form customization section, you can do several things including adding your organization's logo to your form and changing form fonts. 

You do not need to have any idea of CSS to make use of the builder's customization options. However, if you understand CSS, you can do a lot more to Formplus forms including changing the form layouts, modifying form themes, and stylizing forms.

Logic Option

optimize your data collection process by creating  a smarter and more concise credit application form. Formplus logic gives you the liberty of hiding or showing form fields based on the information already inputted by the form respondent.

This way, form respondents will only view and fill out form fields that are relevant to them. Form logic cuts down on the time spent in filling out your form and allows you to gather more precise information from form respondents. 

Private Forms

Private or restricted forms are most applicable  in situations where you wish to limit access to your credit application form. This means that form respondents would need to sign in to your Formplus shared account before they can view and fill out your form. 

Formplus allows you to restrict access to your credit application form by making it private. As the name suggests, private forms can be shared with your team members and other collaborators privately; once these persons are added to your Formplus account.

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