1003 Mortgage Application

1003 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
• One loan officer with a shortcode, alerts and an 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 adds GoHighLevel (contacts, custom fields and opportunities), unlimited loan officers, MISMO 3.4 and FNM 3.2 exports for your LOS, a document upload page and signed webhooks to Zapier or any open API. See mortgageapplicationplugin.com.

1. Install the plugin from Plugins > Add New, or upload the plugin folder to /wp-content/plugins/, and activate it.
2. Review Applications > Settings (email recipients and texts, colors) and Applications > Form & CRM (company details, alerts, reminders).
3. Put [mortgage_application_form] on a page. The site must use HTTPS.
4. Optional: add your loan officer under Applications > Loan Officers and use their shortcode, for example [mortgage_application_form lo="jane-smith"].
5. Recommended before collecting SSNs: add define( 'MAPP_ENCRYPTION_KEY', 'a long random string' ); to wp-config.php and keep it safe. Data encrypted with it cannot be read without it.

Shortcode attributes

• lo: loan officer slug or ID
• purpose: purchase or refinance to skip the first question
• lang: en, es or auto (default)

3.1.1

• Fixed: the Source column on the Applications list showed a dash for visitors who came from another site without UTM tags. It now shows the referring site, as the Funnel report does.

3.1.0

• First release of the free version on the 3.x codebase: one-question-per-screen form, full URLA 1003, one loan officer, reminders, funnel report, CSV export, encrypted SSNs and documents, consent and access logs, multisite network settings.