Comparison Table: VMP mortgage forms and standard internet mortgage forms.

A substantial number of UK mortgage lenders have built online mortgage application forms, and many are looking to extend the use of computer based applications to branches, agents and intermediaries. Internet forms are ubiquitous, but for use with long, complicated forms, such as mortgage forms, they do have drawbacks. VMP E-forms, were designed specifically to bring benefits to the mortgage application environment.

How do standard internet mortgage forms compare to VMP mortgage forms?

  VMP Mortgage Solution Standard Internet Mortgage Forms
Reliability.

High - Forms work both on and offline, and are not affected by internet slowdowns, busy or stalled servers, or broken connections.

A VMP form is crash-proof, even if there is a power-cut, lost data is automatically restored.

Low – Half finished forms have to be abandoned because of network congestion, busy or crashed servers. Given the time an interview takes, this occurrence is not unusual. When this happens, mortgage advisors may have to abandon an interview, or at least endure severe embarrassment.  

Look of form.   Forms look just like existing paper forms. Pages are scaled to fit the users PC, and look the same, whatever the computer's settings, screen resolution, version of Windows, etc.

Form text and graphics cannot adjust in size. Simple, oversized graphics have to be used so that forms can fit on the lowest common denominator user's PC. Each mortgage form paper page has to be spread over 5 to 10 internet pages. 

Preventing filling of irrelevant fields.   The VMP form monitors what the user enters and instantly blanks out any fields throughout the form that become irrelevant.  Internet forms cannot blank out and hide irrelevant areas actively on the form page. Instead, a single page has to be further divided into smaller pages which should only appear if required (e.g. a separate page for details of each additional person intending to live in a property).
A full mortgage form will consist of around 50 - 100 form pages, only a proportion of which should appear.
Application Reliability Forms are built entirely without programming. They are built with technology which has been tried and tested by thousands of mortgage lenders, and is extremely stable. Forms are typically built from scratch, often as a one-off project, using server side programming. It is notoriously difficult to test every aspect of programming on a very long form - there are so many parameters that can vary. Page ordering is particularly problematic. In some cases, the results can be flakey - forms can break-down, particularly if an applicant makes changes to answers. 
Speed of deployment.   Fast – A fully usable UK E-mortgage form can be created and deployed in 3 days. Addition of full intelligence features and data integration can be achieved within 1 to 2 weeks, without a substantial drain on staff resources. Existing paper mortgage forms require little or no redesigning when converted to a VMP form. Very Slow. The huge difference between the existing paper mortgage form and the internet form, means that the conversion project becomes a major undertaking for staff. Programming is slow, and the testing of this programming is long drawn out. A least 6 months for a fully optimised, fully tested mortgage form is typical. The complexity of the requirements of a UK mortgage form may not always be foreseen prior to the project start.
Speed of use.   High – users can instantly move from page to page, even when offline. Pages have to be sent back and forth to the server, one at a time. Waits of between 5 and 15 seconds for each page to appear are typical. With so many pages, this makes form filling painfully slow.
Productivity.   High - Forms are filled in 40% of the time that internet forms take. Low – forms take substantially longer than paper to fill in. There is lots of dead waiting time for pages to be created on the server.
Future changes.   Easily made without programming – fields and text can be added/deleted/moved, and the updated form deployed within hours of the change being required. Even trivial changes require programming – Significant changes can take weeks for programming and testing to be completed. 
Spread of users.  

Works on Windows PCs only (Windows 3, 95, 98, ME, XP, NT, 2000).

Counter to predictions of a few years ago, the use of Digital TV, internet only devices, game consoles, mobile phones, and PDAs, as a means to access the internet have failed to materialise.

98.5% of UK internet users have access through Windows PC.

Simple internet forms will work on 100% of computers with an internet connection.

Extended internet forms, where JavaScript programming adds some interaction live on a form page (highlighting errors before a page is submitted, for example), have less than 100% coverage. Apple Macs produce problematic results. Some users of Windows XP, cannot view JavaScript extended forms, and some non-Microsoft browsers can't run them.

Printing Form and associated documents can be printed in perfect quality on any PC printer. Form creates its own customised declarations and checklists. Cannot be printed without numerous formatting errors, inconsistencies, and missed information.
FSA regulations VMP technology can already be used to produce CP98 compliant mortgage illustrations. Lenders are forearmed for any future FSA requirements for  mortgage forms and documents. Cannot produce FSA compliant documentation.
Browsing Blank form.   User can browse back and forth through the whole form, when blank, when part filled, and when completed. User cannot look at blank form – pages can only be shown if previous page has been filled in and is error free.
Filling in a form with incomplete data.   User can fill in form, even if they do not have all of the information required to hand. When they wish they can get the form to highlight errors, but any errors can be ignored during filling. An error-free form is only required immediately prior to submission.

Applicants can part fill a form prior to an interview. An advisor can continue to fill in a form in spite of  some details being unavailable in the interview. Joint applicants can fill in the form together or separately.

The server only knows which pages to show, if the previous page has been completed. A user cannot move to the next page if there are any errors or omissions on the current page. Unless the user knows every bit of information in advance, the form-filling has to be interrupted until the information is found (form filling in an interview might have to be abandoned simply because an applicant cannot remember their national insurance number). Users cannot part fill a form prior to an interview. The form cannot be part-filled during an interview. Joint applicants cannot fill in the form separately.

Data Quality.   High quality data – the form checks for errors and omissions. But when these occur, the user can continue with the rest of the form, and correct the mistakes later. Produces lower quality data – rather than abandoning the form every time a user comes up against something for which they are not certain, there is a tendency to put in guesses or incorrect information, simply to get past the form’s error checking and get onto the next page.
Learning Curve.   Fast – Form is just the same as the existing paper forms, and is easy for staff to use.

 

Slow – Form looks nothing like existing form. Takes a long time to gain familiarity. Dynamic paging is very confusing – every time the form is filled in, different pages will appear and disappear.
User Experience.   Users have a high level of satisfaction – forms are designed to make life easy for users.

 

Once the novelty of using internet forms has worn off, users have a low level of satisfaction. Advisors that experience the form failing just once in a live interview situation, gain a permanent dislike of using such forms. 
BOTTOM LINE.  

Virtually every US mortgage lender has abandoned any attempt to use internet forms for full mortgage applications used by advisors, agents, and intermediaries. 85% of mortgage lenders in the US are now using VMP technology for applications. The remainder are using other advanced E-form technology – not internet forms

Agents and intermediaries prefer to use VMP forms to paper forms, and do not require any incentive to use them. Most of the efficiency savings of using forms goes to the lender.

Many UK lenders have an internet mortgage form. Few have persisted with any attempt to use it in branch situations. Of those that have done so, none that has done so is fully satisfied with the results.

Agents and intermediaries do not like using internet forms. Use has only been tolerated when they are paid substantial sums to do so. Much of the cost savings of using internet mortgage forms are wiped out in development costs, low productivity and having to pay people to use them.