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Lenderd Mortgage Application

v3.2.1 · by 8blocks

A mortgage application borrowers finish: one question per screen, their numbers first, autosave, English and Spanish, and a full URLA 1003.

About this plugin

Lenderd Mortgage Application puts a modern mortgage application on your own WordPress site. Borrowers answer one question at a time, see what they could qualify for before they hand over contact details, and never need an account.

  • One question per screen, typed amounts, optional address suggestions, English and Spanish
  • The borrower’s numbers (loan amount, equity, loan-to-value, cash-out) before contact details
  • Autosave from the first answer; borrowers resume in the same browser or from an emailed link
  • A short application first, then an optional full URLA 1003 (residence history, employment, income, assets, debts, declarations, demographics, co-borrower)
  • Email alerts to your loan officer, a receipt for the borrower, and reminders for borrowers who did not finish
  • Any number of loan officers, each with their own shortcode, alerts and LO card on the form
  • Funnel report and CSV export
  • SSNs encrypted with AES-256-GCM and masked on screen; uploaded documents encrypted in a private folder and opened only by signed, expiring links; consent and access logs
  • WordPress Multisite: network-level settings that each site can follow or override

Premium

1003 Mortgage Application Premium is a separate plugin sold on mortgageapplicationplugin.com. It adds GoHighLevel, MISMO 3.4 and FNM 3.2 exports, a document upload page and webhooks. This plugin is complete without it.

External services

The plugin contacts these services only when you turn them on:

  • Google Maps Places API (address suggestions), when you enter a Google Places API key on the Settings page. The borrower’s browser loads Google’s script and sends what they type in address fields to Google. Terms, privacy.
  • Cloudflare Turnstile (spam protection), when you enter Turnstile keys on Form & CRM. The borrower’s browser loads Cloudflare’s widget, and your site sends the widget’s token and the visitor’s IP address to Cloudflare to verify it. Terms, privacy.

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