• Greetings,

    We are starting a financial services business and are planning to use WP for our website.

    We have combined several loan and investment products into a single underwriting algorithm which works based on user data and preferences.

    We are in need of a landing page where the user can enter her/his data one by one and the website follows the algo to display the personalized relevant result to the user.

    Eg: Let’s say you need to compare the Home Loan options available to you. When you land on the website would display Lets compare 125 lenders and then it would ask your inputs (Age, Income, Loan Requirement etc) one by one (Not on a single large form) and would keep displaying the filtered outputs after every input and finally the user gets the lenders that match his/her profile and preferences.

    Is there any option through which this can be implemented?

    Any help is highly appreciated.

    • This topic was modified 1 year, 4 months ago by finansh.
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  • Hi @finansh
    One way to achieve this is by using a form builder plugin for WordPress, such as Gravity Forms or WPForms. These plugins allow you to create custom forms with conditional logic, which means that the fields displayed to the user will depend on their previous selections. You can also integrate these plugins with various third-party services, such as Zapier or Webhooks, to automatically send the user data to your underwriting algorithm and display personalized results on the landing page.

    Another option is to use a custom WordPress theme with built-in form functionality and support for custom post types. This approach allows you to create a custom landing page with a form that collects user data and sends it to your underwriting algorithm. You can then display the results on a separate page or post type, which can be filtered based on the user’s selections.

    Hope this will help you to think further
    Thanks

Viewing 1 replies (of 1 total)
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