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Form Handoff

The CRF Connect ‘Form Handoff’ offers our partners the ability to gather additional information from matched applicants as soon as they are matched, without any additional back-and-forth via email or phone.

Once a form is completed and your product is chosen, if you have configured a ‘Form Handoff’ within Connect, a button will be visible to the applicant (labelled ‘Continue’). Once clicked, the front-end application will serialize the entire lead into a JSON payload and attach it to the POSTed form. The form will navigate the applicant away from Connect with their details to the endpoint you have configured.

Form Endpoint

A form endpoint (url / web address) is the bare minimum requirement in order for form continuation to work. The Endpoint/URL provided will be where applicants go after they have matched with one of your products (assuming they choose to click continue). This may be your best opportunity to gather any additional information you need to determine whether the applicant is qualified.

JSON format

The data POSTed will reside in two different properties, “leadData” and “matchData”. The data is posted as a standard form submission to the URL specified by the partner, see: https://developer.mozilla.org/en-US/docs/Learn/Forms/Sending_and_retrieving_form_data

leadData

{
    // C2C Lead Id
    "id": "42318ed2-21c8-4598-bba1-ad858d4616cb",


    // Owner Information
    "FirstName": "John",
    "LastName": "Somebody",
    "Email": "somebody@sleepbetter.com",
    "Phone": "555-555-5555",
    "CreditScore": "_700Plus",
    "HasDiverseOwnership": true,
    "OwnershipDemographics": ["Veteran"], // (optional)


    // Business Information
    "BusinessName": "Sleep better",
    "BusinessType": "LLC",
    "BusinessIndustry": "InformationTechnology",
    "YearsInBusiness": "ThreeOrMore",
    "BusinessNumEmployees": 3,
    "BusinessAddress": {
        "Line1": "21415 Something Ave.",
        "Line2": "Suite 100", // (optional)
        "City": "Minneapolis",
        "State": "Minnesota",
        "PostalCode": "55407"
    },
    "PriorBankruptcy": "None",
    "HasBusinessPlan": true,
    "RevenueLastYear": "_250000To500000",
    "RevenueProjected": "_250000To500000",
    "IsBusinessProfitable": true,
    "NetProfit": 250000,


    // Request Information
    "RequestedAmount": 45000,
    "UseOfProceeds": "WorkingCapital",
    "FinanceNeededBy": "Today", // (optional)
    "PreferredContactMethod": "Email", // (optional)
    "PreferredContactTime": "Morning", // (optional)
    "Collateral": ["ResidentialRealEstate", "Inventory"],
    "BusinessService": ["Accounting", "BusinessPlan", "CashFlowManagement"],


    // ... Additional custom questions may appear as well.
}

matchData

{
    "formName": "Default",
    "referralCode": "124feg",
    "referrerName": "soar-fund",
    "partnerName": "My Partner Name",
    "product": {
        "id": "004e1262-4749-4769-a929-83f32892e380",
        "image": "https://connect.crfusa.com/images/products/022aa5062aa1446f9d7a8c482180c7f1",
        "name": "My Product Name",
        "contactName": "Sam Sanderson",
        "contactEmail": "ssanderson@mypartnername.org",
        "kind": "Loan",
        "termRange": {
            "low": 12,
            "high": 24,
            "unit": "Months"
        },
        "aprRange": {
            "low": 6.75,
            "high": 9,
            "unit": "Fixed"
        },
        "loanType": "TermLoan",
        "collateralType": "Secured",
        "paymentFrequency": "Monthly"
    }
}

Enum Values

Business Industry

AccomodationAndFoodService
Agriculture
BusinessServices
Construction
DentistsPhysicians
EducationalServices
FinanceAndInsurance
GasStationsAndConvenienceStores
HealthcareAndSocialAssistance
Hotels
InformationTechnology
Landlord
Manufacturing
Mining
ProfessionalServices
RealEstate
Restaurant
Retail
TransportationAndWarehousing
Utilities
WasteManagement
WholesaleTrade
Other

BusinessType

SoleProprietorship
LLC
Corporation
NonProfit
Other

Collateral

CommercialRealEstate
ResidentialRealEstate
Inventory
AccountsReceivable
Cash
InvestmentAccounts
NewEquipmentMachinery
FurnitureAndFixtures
Vehicles
UsedEquipmentMachinery
VacantLand
LeaseholdImprovements
Other

Credit Score

_700Plus
_660To699
_640To659
_620To639
_580To619
Below580

Finance Needed By

Today
InNextTwoWeeks
InNextTwoMonths
MultipleOptions

Business Demographics

Women
Veteran
LGBTQ
BlackAfricanAmerican
Asian
Latinx
NativeAmerican
AlaskanNative
NativeHawaiian
PacificIslander
Mixedrace
Other

Contact Method

Email
Phone

Contact Time

Morning
Afternoon
Evening

Prior Bankruptcies

None
_1Prior
_2OrMore

Revenue

LessThan100000
_100000To250000
_250000To500000
_500000To1000000
_1000000To5000000
MoreThan5000000

Use of Proceeds

WorkingCapital
StartABusiness
AcquireABusiness
PurchaseInventory
PurchaseMachineryOrEquipment
MakeBuildingImprovements
BuildingAcquisition
RefinanceExistingDebt
Other

Years in Business

Startup
LessThanOne
OneToTwo
TwoToThree
ThreeOrMore

Business Services

Accounting
BusinessPlan
BuyOrSellABusiness
CashFlowManagement
CompanyFormation
CustomerRelations
CreditCounseling
FinancingOrCapital
Franchising
GovernmentContracting
HumanResourcesAndManagement
InternationalTrade
LegalIssues
MarketingOrSales
PrivateSectorProcurement
TaxPlanning
TechnologyAndECommerce