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Loan Estimate Form

Published by Floyd Pope at Friday, June 08th 2018 05:39:10 AM under Form

Use appropriate response mechanisms. Paper forms have the disadvantage that users can miss, or simply disregard, an instruction. For example, only tick/check one box from a list of 15 or 20 options. In this context interactive forms can be programmed so that the user can only tick/check one (known as a radio button as distinct from check-boxes), or presented with the options in a drop-down menu from which the user can only select one. When designing forms make sure the response mechanism is appropriate to each question.

Provide examples and guidance and notes at the point of need. Have you ever got half-way through a form and suddenly come to a question that asks you about something you do not understand or have no idea about where to find the answer? It is even more infuriating if the question says something like See our Guidance notes, page 6, paragraph 2. When filling in your forms people want the information they need there and then. Put yourself in the form users position and think about which questions they might have a problem with. Provide examples of the sorts of answers you are looking for, and where appropriate, provide guidance notes as near as possible to the question they relate to (i.e. in the actual form).

Let people know what happens next. Having gone to all the trouble of filling in your form, the least you can do is provide users with information about what happens next. Customer communication is key, and since you have made the form so easy to fill in and return, processing it could also be a breeze!

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