Send form to another user to complete and submit

Hello,

i'm building more or less the same, meaning i have build a loans simulation tool (ex simulate a car loan, with loanperiod, loan amount, …) when the result is set, people can go forward to a loanform application. Where i've made it possible that they can stop anywhere and continue to fill the form on a later moment, on another pc/tablet.  In that it's not really the same because i've got no referell system in place.  But the forms that i've build can be used for the same.

Theire ar more than one possibility's, you could use a general finance application, where you put one field in the beginning where people are obligated to answer who are theire referrer, which person/firm. Wheire you could use the referrer's name as ID so the finance firm knows who is the referrer, you could use name, a referrer number that they need to give at theire clients.  But this is to general and you could miss a lot of leads and make the system not complete, meaning you could miss a lot of clients who are linked to a referrer.

Form 1. referrer fills in theire info (i suppose a referrer number id or something like that) its even possible that they can use for instance theire name, or referrer id in a lookup field on form 1 that the rest is filled in automaticly if you make another form where you load all the referrer data on (name, adress, bankaccount.... all the data need for paying commission) see casading fields https://formidableforms.com/knowledgebase/lookup/ you make form 1 where you make for every data needed a field so name, adress, …. than when you have an excel file or other .CSV list you load it up to this form using the fields the same as in you're exell.  in you're first form you can put one field where they fillout their referrer id, what sets the other fields on form1 automaticly filled out (sorry for my english).

Now in FORM 1. you need to put fields for the info off the customer. I would use not too much fields to fill for the referrer it's supposed to be used on a telephone call, so name, first last, telephone and email. You could use the save and continue later function  https://formidableforms.com/features/save-and-continue-partial-submissions/.  So in the settings of the referrer form, form 1 you have, name referrer, id referrer and so one, the referrer fills out the name of the client, his first and last name and theire email.  In the settings you can set mails, one mail for the finance group with the info that there is a referrer that's started with a procedure, (you can choose which info you send in this mail).   MAL 2 is the important mail, this is de mail for the client.  In this mail you set user; for instancce email and now you have the possibility for the password to work with or make a password automaticly (the system) or a pw that the referrer chooses, i use email as user, and let the client choose his pw. But you could use for instance a fix pw for each referrer, so the client recieves an email with a link to a login page https://formidableforms.com/knowledgebase/user-registration/add-login-form-to-your-site/  once the client log's in they get a finance application form to fill out.  to link the client to the referrer, you can make.  You can set this with the url, or with hidden fields  for instance this is simular to track where the leads came from https://formidableforms.com/help-desk/referring-url-tracking/

Sorry if it's confusing, my englisch is not better, but you can be sure you can make this with formidableforms, i would post a question to the helpdesk which system you best use to link client to referrer.  good luck