This file will help you create web forms that automatically create leads/prospects into SwiftCRM. You can then use the automation tools (Admin >> Automation Settings) to set up autoresponders, call reminders, physical mail, etc. based on the lead.

The following types are currently supported. We can easily add types to suit your business as needed:

HB Realty >> Home Buyer
HS Realty >> Home Seller
RM Reverse Mortgage
RF Refinancing
CR Credit Repair
DS Debt Settlement
LM Loan Modification
ES Realty >> Expired Listing Seller
FS Realty >> FSBO Seller
NV Investment Opportunity
BO Business Opportunity
IL Insurance >> Life Insurance
IA Insurance >> Auto Insurance
BK Legal >> Bankruptcy
FP Financial Planner
MT Massage Therapy
SS Realty >> Short Sale
i_wv Website w/ Videos
i_cw Custom Website
i_tw Template Website
i_scrm SwiftCRM
i_isig iSignature
i_mvx Movoxo
i_ind_re Real Estate Svcs
i_cnslt Consulting
i_ind_ds Debt Svcs
i_ind_mtg Mortgage Svcs
RCT Recruiting >> Temp
RCP Recruiting >> Perm
RCD Recruiting >> Candidate
RCT2P Recruiting >> Temp-to-Perm
MP Mortgage >> Purchase
MRT Mortgage >> Rate/Term Refi
MCO Mortgage >> Cash-Out Refi
MVA Mortgage >> VA Loan
MFHA Mortgage >> FHA Loan
  • HB Realty >> Home Buyer  //NOTE: This is for realty use or both. Mortgage-only should use tag below.
  • HS Realty >> Home Seller
  • RM Reverse Mortgage
  • RF Refinancing
  • CR Credit Repair
  • DS Debt Settlement
  • LM Loan Modification
  • ES Realty >> Expired Listing Seller
  • FS Realty >> FSBO Seller
  • NV Investment Opportunity
  • BO Business Opportunity
  • IL Insurance >> Life Insurance
  • IA Insurance >> Auto Insurance
  • BK Legal >> Bankruptcy
  • FP Financial Planner
  • MT Massage Therapy
  • SS Realty >> Short Sale
  • RCT Recruiting >> Temp
  • RCP Recruiting >> Perm
  • RCD Recruiting >> Candidate
  • RCT2P Recruiting >> Temp-to-Perm
  • MP Mortgage >> Purchase
  • MRT Mortgage >> Rate/Term Refi
  • MCO Mortgage >> Cash-Out Refi
  • MVA Mortgage >> VA Loan
  • MFHA Mortgage >> FHA Loan
Other types can be easily added to suit your business.
See also:
Help >> Integrating Web-Forms
Help >> Variables you can Use
Need more  help? Just ask!
Last Edit: June 13, 2009.