OK, before we go into any detail, I just want to say that I am HIGHLY impressed that you made the decision to make all the template tutorials free – I don’t know whether or not this decision was made prior to my feedback or not, but it certainly came across that you guys were being very responsive to your potential customers’ needs and requests, to thank you for that. You guys are to be commended for making that change, and I hope everyone who reads through this thread understands (and is impressed by) this. Thank you.
Given that you seemed so open to feedback, allow me to give one more peice. The tutorials are definitely helpful to give a sense of the functionality that currently exists, so that you for that. On the ‘customization’ one, however, most of the video mainly is showing basic layout modifications. I realize you can’t give in-depth discussions on every possible aspect of customization, but I might suggest, that for the ‘customization’ video in any free tutorials, instead of showing how you customize one particular feature, it would be much more helpful just lay out the general architecture of the site - e.g. this is the list of layers, here’s what each one is; here’s the full set of databases/tables, here’s what each does generally; here’s the list of action items; here’s where it calls the API to Plaid, etc. Generally what I’m saying is just help orient someone to where they should look to find the different things they might be looking for.
OK, with those high-level comments out of the way, a couple more specific questions before we move forward:
Can you confirm that buttons on the admin side (for example, the one where an admin can click to review then approve/deny a borrower’s uploaded paperwork) will work on the purcahsed template, even though those buttons don’t appear to work in the demo?
Can you confirm that the Plaid API has already generally been installed/configured to work?
Regarding PDF generation:
3. Does the plugin/API to generate PDFs come with this template or does it need to be purcahsed / integrated separately?
Can you confirm that this plugin/API allows for the generation and storage of customized PDFS (i.e. a PDF with specific fields that are generated and populated dynamically for a given borrower’s offer)?
Does this same plugin allow allow digital signing (on both desktop and mobile) that conforms to E-SIGN legal requirements?
- Regarding payments, it appears that you are using Plaid for account verification. What service is currently being used to credit/debit borrowers accounts? Is that plugin/API already integrated and configured in the template? With borrower, many payment processors (such as Stripe) have rules prohibiting the use of the service for companies that they consider “high risk businesses”, of which they often consider lending one. Whatever service is being provided / integrated, have you done any work verifying that a lending business would be allowable using their service?