Determine process details

Before you create a form design and process, you must the determine the requirements of each.

Form design requirements

A mortgage application form is required as part of the business process. It defines the amount of the mortgage and is routed to a different person, based on the amount of the loan. You must include the following information on the form:

Mortgage information: The property sale price and down payment that the applicant is making on the property. The user can specify a suggested interest rate and term (years) of the mortgage. The amount of the mortgage should be calculated in the form design.

Applicant information: The applicant's last name, first name, social security number, and telephone phone number.

Other information: An approval check box, bank's corporate logo, form instructions, and the title of the form.

Process requirements

A process must be implemented to automate the business process. When you look at the business case, it includes the following participants, conditions, routing, and activities.

Participants

Applicant: The person who initiates the mortgage application
Loan Officer: The person who handles mortgages that are less than five hundred thousand dollars
Bank Manger: The person who handles mortgages that are five hundred thousand dollars or more

Conditions

The amount of the mortgage determines whether the mortgage application is routed to a loan officer or bank manager.

Activities and routing

An applicant fills an electronic form and sends it to Fin@nce Corporation.
The bank manager or loan officer approves the form.

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