Creating Your Seller Finance Website Web Forms

Objectives

Hey there! Are you ready to amp up your website game? In this guide, we're going to walk you through setting up two custom web forms using your REI BlackBook. This is going to be a total game-changer for interacting with your visitors online. Let's dive in!

Designing Custom Contact Fields for Your Seller Financing Form

1. Navigate to Contact Fields: Click on your name located in the upper right-hand corner of your dashboard menu.  Then in the drop-down menu, click on System Settings.

   

2. You will be directed to a new page. On the left-hand side, click on Contact Fields located under CRM. 

   

3. You will be directed to your contact field management system. In the right-hand corner, click on Add New.

    

   

4. Next, under Choose Contact Field Type, click on Single Option. 

    

   

   • Enter name of the field: SF-Contact Type
     • Select Add Option, and enter 'Real Estate Professional' as Option 1
     • Select Add Option, and enter 'Potential Investor' as Option 2
     • Select Add Option, and enter 'Interested Buyer' as Option 3
     • Select Add Option, and enter 'Other' as Option 4
       
       Note: To add additional Contact Type options
   • Then Click the Button: “Save”

Creating the Remaining Custom Fields

Repeat the process to create a new Contact Field based on the table below

1. Start by clicking on “Add New” button each time.
2. For each field, Choose the appropriate “Contact Field Type”
3. Then enter the “Field Name”
4. Where applicable, “Add Option”
   Also where applicable “Add Conditional Action”

Creating Your First Seller Financing Web Form: Contact Us Form

1. Navigate to Web Forms: select from the main menu 'Web Tools' and then 'Web Forms'.
   
   
   
2. New Form: Hit the '+New Web Forms' button to get rolling.
   
   
   
3. Name it: Name your first web form 'Seller Finance - Contact Us' and click 'Create Web Form'.
   
4. Rename fields
   • 'Name' to 'Full Name', Don’t forget to save your changes!
     
     
     
5. Add Fields (click the chevron-down icon to expand this section)
   • Drag and drop from the Contact Manager Contact Fields
     • The Phone field
       
       
     • don't forget to click the "Save Field" button.
   • Drag and drop from the Custom Form Fields
     
     • Custom Fields/ Choose a Custom Field: Contact Type
       
     • Rename Label: I am a...
       
     • Repeat the process Choose a Custom Field: How did you hear about us?
   • Drag and drop from the Custom Form Fields
     • The MultiLine Text
       
       Label: How can we help you today?
   • Lastly, Update the Submit Button
     
     Button Text: 'Send >>'
     Rounded Corners: '10' px
     Button Width: '70' %
     Note: Everything else is correct by default
6. Run Workflow (click the chevron-down icon to expand this section)
   • Choose a Workflow: Select the appropriate from the drop-down menu.
     Be sure to click on Save when done.
     
     Note: your Profit Dial number and email address will appear default
     
     
7. Finishing Up: Once you're done, hit 'Done'
   
   
   • Then 'Publish Changes'.
     
     

Creating Your Next Seller Financing Web Form: Buyer Pre-Qualification

1. Name It: 'Seller Finance - Buyer Pre-Qualification' and click 'Create Web Form'
   
   
2. Now we add the additional fields
   
   • Add Fields (click the chevron-down icon to expand this section)
     
     
     • Drag and drop from the Contact Manager Contact Fields
       • The Phone field
     • Drag and drop from the Custom Form Fields
       
       • • Custom Fields/ Choose a Custom Field:
           • Property Address
           • How soon would you like to move in?
           • What date and time are you available to see the property?
           • Buying Purpose
           • Desired Down Payment Range
           • Desired Monthly Payment Range
           • Condition
     • Drag and drop from the Custom Form Fields
       • • The MultiLine Text
   • Lastly, you will want to Update the Submit Button
     Button Text: 'Send >>'
     Rounded Corners: '10' px
     Button Width: '70' %
     Note: Everything else is correct by default
     
     
3. Run Workflow (click the chevron-down icon to expand this section)
   • • • Update the selected Workflow to the appropriate from the drop-down menu.
         
       • Be sure to click on Save when done.
         
         
   • Finishing Up: Once you're done, hit 'Done'
     
     
     • Then 'Publish Changes'.
       

For more information about how to create a web form please refer to our Support Article: Create A Web Form

Thank You!

That's it! You now have your new web forms ready to rock on your Seller Finance website. If you have any questions, our support team at support@reiblackbook.com is always here to help you out. Happy form building!

Next Support Article: Add A Web Form to Your Page