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Product: vForms

InterActive vForms is a software program that introduces automatic forms libraries in full color printing to the mortgage community. vForms software enables editable Interactive PDF forms that can be emailed to your client, filled out and emailed back to you.

vForms' features allow the user to maximize the program so that you can merge information into your custom forms from a number of data sources. Not only does vForms populate data fields from your loan origination system, you can also use data from sources such as your Outlook contacts list, ACT!, Goldmine and other database programs. Customized forms are instantly available to be printed, faxed, or emailed right from your desktop with the click of your mouse.

vForms contains an advanced Email engine allowing the user to send forms in PDF format via Email with custom security options. Emailed forms can be also password protected.

vForms interfaces with your current LOS software or database management tools, with no additional software needed. Professional, customized forms with your client's detailed information and your company's logos and images can also be customized for use with your company's own forms.

vForms saves time and increases productivity by entering loan data only once in your LOS. vForms is designed to provide the power and functionality to satisfy the most demanding mortgage service business requirements.

InterActive vForms has been implemented according to the Microsoft Windows Guidelines for Accessible Software Design, so great attention has been paid to making it easy for both beginners and experienced users.

Specific Program Features:

Benefits provided by vForms:

  • Easily design targeted marketing campaigns with graphics
  • Run targeted, high-powered email marketing campaigns
  • Customize professional-looking reports and presentations
  • Convenient full-color printing
  • Increased effectiveness with your email campaigns
  • Personalized subject lines in all communcations
  • Send targeted email based on loan status in 3 easy steps
  • Prepacked, just add graphics & email or handout to prospects
  • Customized branding of your company's services

Program Compatibility:

InterActive vForms integrates with most Loan Origination Software (LOS) systems and many database management programs.

LOS (Loan Origination Software)

  • Calyx Point
  • Genesis
  • Byte
  • Contour
  • Encompass (users will need vConx)


  • LoanToolbox
  • ACT!
  • Goldmine
  • Contact
  • Outlook / Address Book
  • FNMA
  • HTML / Bulk Email




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