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Share your online cash/credit application form

Access and make the online form available to your customers and prospects

Jane avatar
Written by Jane
Updated over a week ago

How to share your online cash/credit application form to your prospects and customers?

Your unique ezyCollect online Cash/Credit Application form is available in your ezyCollect file; once this has been set-up and configured.

  1. Login to your ezyCollect file

  2. From the left menu, click on Forms.

3. Find the form link (URL) in your active form(s) that you wish to share.

4. You can share this public link by:

Externally to your clients and prospects

  • Embed to your website (you may need assistance from your IT/web developer to be able to embed this to your company website)

  • Send the online cash/credit application form link via email or even SMS to your prospects and/or customers.

Internally to your team members (i.e, sales or customer care/support team)

  • You can share the link with your team members in the business and they can mark the URL link as favorite in their web browser (desktop or phone). Your team members can then share externally.

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