{"id":9922,"date":"2017-02-11T03:20:21","date_gmt":"2017-02-11T03:20:21","guid":{"rendered":"https:\/\/www.process.st\/templates\/formstack-forms\/"},"modified":"2024-02-28T20:49:45","modified_gmt":"2024-02-28T20:49:45","slug":"formstack-forms","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/formstack-forms\/","title":{"rendered":"Formstack Forms"},"content":{"rendered":"<section id=\"formstack\">\n<h2> Formstack <\/h2>\n<div class=\"text-content\">\n<p>Add new employees to these forms if applicable&nbsp;:<\/p>\n<p><strong>Funding Department<\/strong><br \/>\u2022 Confirmation Of Your Lien Holder Registration<br \/>\u2022 Funding Delay Documents<\/p>\n<p><strong>Insurance Approvals<\/strong><br \/>\u2022 Boat Insurance Quote<br \/>\u2022 Horse Trailer Insurance Quote<br \/>\u2022 Motorcycle Insurance Quote<br \/>\u2022 Motorhome Insurance Quote<br \/>\u2022 RV Insurance Quote<\/p>\n<p><strong>Loan Department<\/strong><br \/>\u2022 Loan Department<br \/>\u2022 Customer File Upload<br \/>\u2022 Docs Upload<br \/>\u2022 Purchase Agreement<br \/>\u2022 Secure File Upload<\/p>\n<p><strong>Loan Department-Pending Application Info Needed<\/strong><br \/><strong><\/strong><\/p>\n<p><strong>Pending -Application Info Needed<\/strong><br \/>\u2022 MB Over 100,000<br \/>\u2022 NADA Upload<\/p>\n<p><strong>Loan Department-Proceed With Loan<\/strong><br \/>\u2022 Proceed With Loan<br \/>\u2022 *(Employee Last Name)-Proceed With Loan &amp; Red Flag&nbsp;Scheduled<\/p>\n<p><strong>Website: add new employee<\/strong><\/p>\n<ul>\n<li>sefinancial proceed with loan page<\/li>\n<li><a href=\"http:\/\/sefinancial.com\/tools\/\" rel=\"nofollow noopener\" target=\"_blank\">sefinancial.com\/tools\/<\/a><\/li>\n<\/ul>\n<p><strong>Fields To Update<\/strong><\/p>\n<ul>\n<li>Add to select loan officer field\n<ul>\n<li>Select One<br \/>Loan Rep-Crague, Julie<br \/>Loan Rep- Flair, Elizabeth<br \/>Loan Rep-French, Melanie<br \/>Loan Rep- Harper, Candace<br \/>Loan Rep-Holston, Maya<br \/>Loan Rep-Pomeroy, Jessica<br \/>Loan Rep- Shepherd, Tori<br \/>Loan Rep- Wright, Amanda<br \/>Loan Rep-Yager, Brittany<br \/>Funding-Eubank, Tonya<br \/>Funding-Greer, Kerri<br \/>Funding-Williams, Jodi<\/li>\n<\/ul>\n<\/li>\n<li>Add to notification email\n<ul>\n<li><em>loan representative email addresses&nbsp;<\/em>\n<p><a href=\"mailto:lenders@sefinanciaol.com,jessica@sefinancial.com,candace@sefinancial.com,melanie@sefinancial.com,brittany@sefinancial.com,tori@sefinancial.com,elizabeth@sefinancial.com,amanda@sefinancial.com,Julie@sefinancial.com,maya@sefinancial.com,xyjouttr@mailparser.io\" rel=\"nofollow noopener\" target=\"_blank\">lenders@sefinanciaol.com<\/a><a href=\"mailto:lenders@sefinanciaol.com,jessica@sefinancial.com,candace@sefinancial.com,melanie@sefinancial.com,brittany@sefinancial.com,tori@sefinancial.com,elizabeth@sefinancial.com,amanda@sefinancial.com,Julie@sefinancial.com,maya@sefinancial.com,xyjouttr@mailparser.io\" rel=\"nofollow noopener\" target=\"_blank\">,jessica@sefinancial.com,candace@sefinancial.com,melanie@sefinancial.com,brittany@sefinancial.com,tori@sefinancial.com,elizabeth@sefinancial.com,amanda@sefinancial.com,Julie@sefinancial.com,maya@sefinancial.com,xyjouttr@mailparser.io<\/a><\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li>Add to confirmation email\n<ul>\n<li><em>loan representative email addresses&nbsp;<\/em>\n<p><a href=\"mailto:lenders@sefinanciaol.com,jessica@sefinancial.com,candace@sefinancial.com,melanie@sefinancial.com,brittany@sefinancial.com,tori@sefinancial.com,elizabeth@sefinancial.com,amanda@sefinancial.com,Julie@sefinancial.com,maya@sefinancial.com,xyjouttr@mailparser.io\" rel=\"nofollow noopener\" target=\"_blank\">lenders@sefinanciaol.com<\/a><a href=\"mailto:lenders@sefinanciaol.com,jessica@sefinancial.com,candace@sefinancial.com,melanie@sefinancial.com,brittany@sefinancial.com,tori@sefinancial.com,elizabeth@sefinancial.com,amanda@sefinancial.com,Julie@sefinancial.com,maya@sefinancial.com,xyjouttr@mailparser.io\" rel=\"nofollow noopener\" target=\"_blank\">,jessica@sefinancial.com,candace@sefinancial.com,melanie@sefinancial.com,brittany@sefinancial.com,tori@sefinancial.com,elizabeth@sefinancial.com,amanda@sefinancial.com,Julie@sefinancial.com,maya@sefinancial.com,xyjouttr@mailparser.io<\/a><\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p style=\"padding-left: 30px;\"><u><strong>Funding Department<\/strong><\/u><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Confirmation Of Your Lien Holder Registration\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Funding Delay Documents\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p style=\"padding-left: 30px;\"><u><strong>Insurance Approvals<\/strong><\/u><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Boat Insurance Quote\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Horse Trailer Insurance Quote\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Motorcycle Insurance Quote\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Motorhome Insurance Quote\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      RV Insurance Quote\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p><u><strong>Loan Department<\/strong><\/u><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Customer File Upload(Email Subject: File Uploaded-Customer Pending Information)\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Docs Upload\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Purchase Agreement\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Secure File Upload(NADA,W2, tax returns, license, ss card )\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p style=\"padding-left: 30px;\"><u><strong>Pending -Application Info Needed<\/strong><\/u><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      MB Over 100,000\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      NADA Uploadding -Application Info Needed\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p><u><strong>Loan Department -Proceed with Loan<\/strong><\/u><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Proceed With Loan\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      *(Employee Last Name)-Proceed With Loan &amp; Red Flag Scheduled\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jSTwTjIw_FwPhMdjgoNJ8w.jpg\" alt=\"Formstack\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jSTwTjIw_FwPhMdjgoNJ8w.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><u><strong>Website&nbsp;-Add New Employee<\/strong><\/u><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      sefinancial proceed with loan page\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      sefinancial.com\/tools\/\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/oJ1-aTGtU3vWg_5w6QFNpg.jpg\" alt=\"Formstack\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/oJ1-aTGtU3vWg_5w6QFNpg.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><u><strong>Loan Department-Seller File Upload<\/strong><\/u><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><u><strong>Title &amp; Registration<\/strong><\/u><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Title Estimate Request\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Title Pricing\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"loan-departmentcustomer-file-upload\">\n<h2> Loan Department-Customer File Upload <\/h2>\n<div class=\"text-content\">\n<ul>\n<li><em><u><strong>Secure File Upload<\/strong><\/u><\/em>&nbsp;\n<ul>\n<li><em>Link in employees emails signatures: says&nbsp;<\/em>&nbsp;<a href=\"https:\/\/www.sefinancial.com\/financing\/southeast-secure-upload\/\" rel=\"nofollow\">Securely send a file back to me<\/a>&nbsp;<\/li>\n<li>NADA request goes to this form also<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><u>Formstack Publish URL<\/u>:&nbsp;<a href=\"https:\/\/sef.formstack.com\/forms\/js.php\/sefdoccenter_copy_1\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/sef.formstack.com\/forms\/js.php\/sefdoccenter_copy_1<\/a><\/li>\n<li><u>Formstack Form Name<\/u>: Secure File Upload<\/li>\n<li><u>Customer URL fills out the form:<\/u>&nbsp;<a href=\"https:\/\/www.sefinancial.com\/rvloans\/southeast-secure-upload\/\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.sefinancial.com\/rvloans\/southeast-secure-upload\/<\/a><\/li>\n<li><u>location on website where customer url is located:<\/u> &nbsp;home-blog-documents-southeast secure upload<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<ul>\n<li><u><strong>docs upload-<\/strong><\/u><em>requesting 2 years tax returns<\/em>\n<ul>\n<li><a href=\"https:\/\/www.sefinancial.com\/upload-documents\/requested-documents-for-loan\" rel=\"nofollow noopener\" target=\"_blank\">Requested Documents For Loan<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><u>Formstack Publish URL:<a href=\"https:\/\/sef.formstack.com\/forms\/sefdoccenter_copy\" rel=\"nofollow noopener\" target=\"_blank\"> https:\/\/sef.formstack.com\/forms\/sefdoccenter_copy<\/a><\/u><\/li>\n<li><u>Formstack Form Name: <\/u>docs upload<\/li>\n<li>Customer URL fills out from: <a href=\"https:\/\/www.sefinancial.com\/upload-documents\/requested-documents-for-loan\/\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.sefinancial.com\/upload-documents\/requested-documents-for-loan\/<\/a><\/li>\n<li><u>location on website where customer url is located:<\/u> &nbsp;home-blog-documents-requested documents for loan<\/li>\n<li>SEF URL:\n<ul>\n<li><a href=\"https:\/\/www.sefinancial.com\/upload-documents\/requested-documents-for-loan\" rel=\"nofollow noopener\" target=\"_blank\">Requested Documents For Loan<\/a><\/li>\n<li>home-blog-documents-requested documents for loan<\/li>\n<\/ul>\n<\/li>\n<li>Email we sent with link:&nbsp;\n<ul>\n<li>\n<p>HI<\/p>\n<p>It was a pleasure speaking with you earlier. As I mentioned on the phone due to the dollar amount of your loan request before we can move forward we will need your last two years tax returns (as well as two years business tax returns if self-employed).&nbsp; Please let me know if you have any questions. I look forward to earning your business.<\/p>\n<p><a href=\"https:\/\/www.sefinancial.com\/financing\/requested-documents-for-loan\" rel=\"nofollow\">Click Here To Securely Upload Documents<\/a><\/p>\n<p>&nbsp;<strong>Amanda Wright<\/strong><\/p>\n<p>Loan Specialist<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<ul>\n<li><em><u><strong>C<\/strong><strong>ustomer File Upload<\/strong><\/u><\/em>-<em><u><\/u>requesting 2 years tax returns, complete financial statement, proof of liquidity<\/em>\n<ul>\n<li><a href=\"https:\/\/www.sefinancial.com\/upload-documents\/customer-file-upload\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>Customer File Upload<\/strong>&nbsp;<\/a><\/li>\n<li><u>Formstack Publish URL<\/u>:<a href=\"https:\/\/sef.formstack.com\/forms\/sefdoccenter\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/sef.formstack.com\/forms\/sefdoccenter<\/a>\n<ul>\n<li><u>Formstack Form Name<\/u>:&nbsp;Customer File Upload<\/li>\n<li><u>Southeast Website Form Heading:&nbsp;<\/u><strong>Customer File Upload<\/strong><\/li>\n<li><u>Customer URL fills out the form: <a href=\"https:\/\/www.sefinancial.com\/upload-documents\/customer-file-upload\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.sefinancial.com\/upload-documents\/customer-file-upload<\/a><\/u><\/li>\n<li><u>location on website where customer url is located:<\/u>&nbsp;home-blog-documents-customer file upload\n<ul>\n<li>Emails This form is showing for\n<ul>\n<li>\u2003\n<p>Hi Jeffrey,<\/p>\n<p>It was a pleasure speaking with you earlier. As I mentioned on the phone due to the dollar amount of your loan request before we can move forward we will need your last two years tax returns (as well as two years business tax returns if self-employed). We will also need for you to complete the attached Personal Financial Statement. For any liquid assets listed on the PFS we will also require Proof of Liquidity which will consist of bank statements, IRA statements, etc. to verify the information listed on the PFS.<br \/>I have also attached an application for your wife to complete, as we will need to add her to the application. Please let me know if you have any questions. I look forward to earning your business.<\/p>\n<p><a href=\"https:\/\/www.sefinancial.com\/upload-documents\/customer-file-upload\/\" rel=\"nofollow noopener\" target=\"_blank\">Click Here To Securely Upload Documents<\/a><\/p>\n<p>Tori Shepherd<br \/>Loan Specialist<\/p>\n<p>Southeast Financial<br \/>131 Belle Forest Circle Suite 210 Nashville, TN 37221<br \/>Toll Free 800.408.9498<br \/>Direct 615.800.8936 <br \/>F 615.800.8936<br \/>E tori@sefinancial.com <br \/><a href=\"https:\/\/www.sefinancial.com\/upload-documents\/southeast-secure-upload\/\" rel=\"nofollow noopener\" target=\"_blank\">Securely send a file back to me<\/a> or Proceed with your loan<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"loan-departmentsecure-file-upload\">\n<h2> Loan Department-Secure File Upload <\/h2>\n<div class=\"text-content\">\n<ul>\n<li><em><u><strong>Secure File Upload<\/strong><\/u><\/em>&nbsp;\n<ul>\n<li><em>Link in employees emails signatures: says&nbsp;<\/em>&nbsp;<a href=\"https:\/\/www.sefinancial.com\/financing\/southeast-secure-upload\/\" rel=\"nofollow\">Securely send a file back to me<\/a>&nbsp;<\/li>\n<li>NADA request goes to this form also<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><u>Formstack Publish URL<\/u>:&nbsp;<a href=\"https:\/\/sef.formstack.com\/forms\/js.php\/sefdoccenter_copy_1\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/sef.formstack.com\/forms\/js.php\/sefdoccenter_copy_1<\/a><\/li>\n<li><u>Formstack Form Name<\/u>: Secure File Upload<\/li>\n<li><u>Customer URL fills out the form:<\/u>&nbsp;<a href=\"https:\/\/www.sefinancial.com\/rvloans\/southeast-secure-upload\/\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.sefinancial.com\/rvloans\/southeast-secure-upload\/<\/a><\/li>\n<li><u>location on website where customer url is located:<\/u> &nbsp;home-blog-documents-southeast secure upload<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"loan-departmentdoc-upload\">\n<h2> Loan Department-Doc Upload <\/h2>\n<div class=\"text-content\">\n<ul>\n<li><em><u><strong>Secure File Upload<\/strong><\/u><\/em>&nbsp;\n<ul>\n<li><em>Link in employees emails signatures: says&nbsp;<\/em>&nbsp;<a href=\"https:\/\/www.sefinancial.com\/financing\/southeast-secure-upload\/\" rel=\"nofollow\">Securely send a file back to me<\/a>&nbsp;<\/li>\n<li>NADA request goes to this form also<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><u>Formstack Publish URL<\/u>:&nbsp;<a href=\"https:\/\/sef.formstack.com\/forms\/js.php\/sefdoccenter_copy_1\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/sef.formstack.com\/forms\/js.php\/sefdoccenter_copy_1<\/a><\/li>\n<li><u>Formstack Form Name<\/u>: Secure File Upload<\/li>\n<li><u>Customer URL fills out the form:<\/u>&nbsp;<a href=\"https:\/\/www.sefinancial.com\/rvloans\/southeast-secure-upload\/\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.sefinancial.com\/rvloans\/southeast-secure-upload\/<\/a><\/li>\n<li><u>location on website where customer url is located:<\/u> &nbsp;home-blog-documents-southeast secure upload<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<ul>\n<li><u><strong>docs upload-<\/strong><\/u><em>requesting 2 years tax returns<\/em>\n<ul>\n<li><a href=\"https:\/\/www.sefinancial.com\/upload-documents\/requested-documents-for-loan\" rel=\"nofollow noopener\" target=\"_blank\">Requested Documents For Loan<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><u>Formstack Publish URL:<a href=\"https:\/\/sef.formstack.com\/forms\/sefdoccenter_copy\" rel=\"nofollow noopener\" target=\"_blank\"> https:\/\/sef.formstack.com\/forms\/sefdoccenter_copy<\/a><\/u><\/li>\n<li><u>Formstack Form Name: <\/u>docs upload<\/li>\n<li>Customer URL fills out from: <a href=\"https:\/\/www.sefinancial.com\/upload-documents\/requested-documents-for-loan\/\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.sefinancial.com\/upload-documents\/requested-documents-for-loan\/<\/a><\/li>\n<li><u>location on website where customer url is located:<\/u> &nbsp;home-blog-documents-requested documents for loan<\/li>\n<li>SEF URL:\n<ul>\n<li><a href=\"https:\/\/www.sefinancial.com\/upload-documents\/requested-documents-for-loan\" rel=\"nofollow noopener\" target=\"_blank\">Requested Documents For Loan<\/a><\/li>\n<li>home-blog-documents-requested documents for loan<\/li>\n<\/ul>\n<\/li>\n<li>Email we sent with link:&nbsp;\n<ul>\n<li>\n<p>HI<\/p>\n<p>It was a pleasure speaking with you earlier. As I mentioned on the phone due to the dollar amount of your loan request before we can move forward we will need your last two years tax returns (as well as two years business tax returns if self-employed).&nbsp; Please let me know if you have any questions. I look forward to earning your business.<\/p>\n<p><a href=\"https:\/\/www.sefinancial.com\/financing\/requested-documents-for-loan\" rel=\"nofollow\">Click Here To Securely Upload Documents<\/a><\/p>\n<p>&nbsp;<strong>Amanda Wright<\/strong><\/p>\n<p>Loan Specialist<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<ul>\n<li><em><u><strong>C<\/strong><strong>ustomer File Upload<\/strong><\/u><\/em>-<em><u><\/u>requesting 2 years tax returns, complete financial statement, proof of liquidity<\/em>\n<ul>\n<li><a href=\"https:\/\/www.sefinancial.com\/upload-documents\/customer-file-upload\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>Customer File Upload<\/strong>&nbsp;<\/a><\/li>\n<li><u>Formstack Publish URL<\/u>:<a href=\"https:\/\/sef.formstack.com\/forms\/sefdoccenter\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/sef.formstack.com\/forms\/sefdoccenter<\/a>\n<ul>\n<li><u>Formstack Form Name<\/u>:&nbsp;Customer File Upload<\/li>\n<li><u>Southeast Website Form Heading:&nbsp;<\/u><strong>Customer File Upload<\/strong><\/li>\n<li><u>Customer URL fills out the form: <a href=\"https:\/\/www.sefinancial.com\/upload-documents\/customer-file-upload\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.sefinancial.com\/upload-documents\/customer-file-upload<\/a><\/u><\/li>\n<li><u>location on website where customer url is located:<\/u>&nbsp;home-blog-documents-customer file upload\n<ul>\n<li>Emails This form is showing for\n<ul>\n<li>\u2003\n<p>Hi Jeffrey,<\/p>\n<p>It was a pleasure speaking with you earlier. As I mentioned on the phone due to the dollar amount of your loan request before we can move forward we will need your last two years tax returns (as well as two years business tax returns if self-employed). We will also need for you to complete the attached Personal Financial Statement. For any liquid assets listed on the PFS we will also require Proof of Liquidity which will consist of bank statements, IRA statements, etc. to verify the information listed on the PFS.<br \/>I have also attached an application for your wife to complete, as we will need to add her to the application. Please let me know if you have any questions. I look forward to earning your business.<\/p>\n<p><a href=\"https:\/\/www.sefinancial.com\/upload-documents\/customer-file-upload\/\" rel=\"nofollow noopener\" target=\"_blank\">Click Here To Securely Upload Documents<\/a><\/p>\n<p>Tori Shepherd<br \/>Loan Specialist<\/p>\n<p>Southeast Financial<br \/>131 Belle Forest Circle Suite 210 Nashville, TN 37221<br \/>Toll Free 800.408.9498<br \/>Direct 615.800.8936 <br \/>F 615.800.8936<br \/>E tori@sefinancial.com <br \/><a href=\"https:\/\/www.sefinancial.com\/upload-documents\/southeast-secure-upload\/\" rel=\"nofollow noopener\" target=\"_blank\">Securely send a file back to me<\/a> or Proceed with your loan<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"loan-departmentemployee-folder\">\n<h2> Loan Department-Employee Folder <\/h2>\n<div class=\"text-content\">\n<ul>\n<li>2-10-2017 you should have received an email that looks like this<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>Heather Finch has created a new account for you at Formstack.<\/p>\n<p>To access your new account go to <a href=\"https:\/\/www.formstack.com\/admin\/session\/create\/brittany@sefinancial.com\/64298975?new=1&amp;terms=1\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.formstack.com\/admin<\/a> and log in with your email address and temporary password below if prompted:<\/p>\n<p><strong>Email:<em>your email address<\/em><\/strong><\/p>\n<p><strong>Password:<\/strong>&nbsp;<em><strong>your assigned formstack password<\/strong><\/em><\/p>\n<p>You can also log in automatically by clicking <a href=\"https:\/\/www.formstack.com\/admin\/session\/create\/brittany@sefinancial.com\/64298975?new=1&amp;terms=1\" rel=\"nofollow noopener\" target=\"_blank\">this link<\/a><\/p>\n<p>If you have any questions about this account, please contact <a href=\"mailto:heather@southefinancial.com\" rel=\"nofollow noopener\" target=\"_blank\">heather@southefinancial.com<\/a><\/p>\n<p>Thanks,The Formstack Team<a href=\"http:\/\/www.formstack.com\/\" rel=\"nofollow noopener\" target=\"_blank\">http:\/\/www.formstack.com<\/a><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<ul>\n<li>use this to complete your formstack login and this is how you login into the see all submissions<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p><u><strong>Submission you will see when you log in:<\/strong><\/u><\/p>\n<ul>\n<li>your personal proceed with loan form-\n<ul>\n<li>customer requesting to proceed with a loan you approved.<\/li>\n<\/ul>\n<\/li>\n<li>doc upload-\n<ul>\n<li><em>requesting 2 years tax returns only<\/em><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li>customer file upload-\n<ul>\n<li><em>requesting 2 years tax returns, complete financial statement, and proof of liquidity<\/em><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li>secure file upload-\n<ul>\n<li><em>Link in employees emails signatures: says&nbsp;<\/em>&nbsp;<a href=\"https:\/\/www.sefinancial.com\/financing\/southeast-secure-upload\/\" rel=\"nofollow\">Securely send a file back to me<\/a>&nbsp;<\/li>\n<li>NADA request goes to this form also<\/li>\n<\/ul>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"formstack--user-setup--loan-department\">\n<h2> Formstack : User Setup : Loan Department <\/h2>\n<div class=\"text-content\">\n<ul>\n<li>users-new user<\/li>\n<li>give the user folder permission to&nbsp;\n<ul>\n<li>Loan Dep-Pomeroy\u2003 -example (rep last name)<\/li>\n<li>Loan Department-Other\u2003 &nbsp; &nbsp;&nbsp;<\/li>\n<\/ul>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"user-logs-in-and-access-form-submissions\">\n<h2> User logs in and access form submissions <\/h2>\n<div class=\"text-content\">\n<ul>\n<li>login<\/li>\n<li>go to form tab at the top<\/li>\n<li>under loan department-other there are 3 forms&nbsp;<\/li>\n<li>personal proceed with loan submissions<\/li>\n<li>password to access form 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