Borrower Forms

Overview

Borrower Forms allows teams to collect borrower and investor data efficiently and track progress throughout the loan process.

Common use cases:

1. Creating Borrower Forms from the Workflow Page

2. Creating a Borrower form directly from the Borrower Form page

Use case 1: Create From Workflow Deal Card

• Link a borrower form directly to a deal on the Workflow page

• Select a form template you'd like to assign to this deal card

• Optional: If a broker is attached to this deal, click 'send via broker' and assign the form to a configured broker.

• Click on 'Email Options' before clicking 'Save' if you'd like to send an email to the borrower with a specific subject and email message

• Once selecting 'save' the link will be shared to the client and to your clipboard. Your borrower can begin filling out your configured form

• Review borrower responses once submitted:

  • View all borrower entered data

  • Edit fields directly in HC

  • Verify each section using the section verification button

Last Activity Tab

Provides a complete audit trail of actions taken on the form.

Settings Tab

Configure the email message associated with this borrower form.

Actions Menu (Top-Right)

Use the Actions button in the top-right of the form for quick actions such as:

• Copy link - copy the form's public link

• Archive

• Delete

• Mark Reviewed

• Download CSV - export all form data as a CSV file

Overview Panel (Right Sidebar)

Displays form metadata, borrower details, and submission status.

Use case 2: Create a Borrower Form directly from the Borrower Form page

Accessing Borrower Forms

From the Hypercore dashboard, open the left sidebar and click Borrower Forms.

Create from Borrower Forms List Page

• Click on New Borrower Form

• In the right panel, choose a template from the preconfigured options

• Select Client Access type:

Creating General Borrower Forms

• Select General link under client access

• If you want the form to automatically create a deal in Workflow, select: 'Auto Create Deals'. Then Select:

  • Which workflow to assign the deal to

  • Which stage of the workflow to assign the deal to

• Choose which email options you'd like to configure the form with by clicking on 'Email Options'

• Click Generate link. The link is copied to your clipboard and the template appears under General Borrower Forms.

• Borrowers who access the link will fill out their information.

  • If the email matches an existing client, Hypercore will auto-assign the submission to that client.

Managing General Form Templates

• Open any template to view all related submissions

• Available actions include Delete, Archive, and Copy link

General Form Overview

Here you can update initial settings. Hypercore also supports creating forms via email:

• Copy the email listed under 'Create Forms via Email'.

• Forward email to this email address

• Add AI instructions if relevant e.g treat all values as USD

Hypercore will automatically pre-fill the form using AI.

Create Assigned Borrower Forms Form

• Under Client access, choose Assigned form

• Search for relevant client and confirm their email is on the client record.

• The remaining steps are similar to creating a General Form.

• Submitted Assigned forms appear under Assigned Forms.

• Select any submission to open the Borrower's form.

Requesting a New Borrower Form Template?

Custom Borrower Form templates are configured by the Hypercore support team.

How to request a new form

1. Fill out a template request form with your requirements.

2. Share the completed template with Hypercore Support at support@hypercore.ai

3. The support team will respond within 1–3 business days with scope and timeline.

Need Help?

For additional support, contact us at support@hypercore.ai.