How can I embed a loan calculator in a form or survey? | XM Community
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Hello everyone,
I wish to build a form that will help our organisation capture leads/customers who are interested in our mortgage product.
It would be a simple form where

  1. on the first page, we capture the customer's email address, or other contact info

  2. on the next page, a loan calculator is displayed (embedded or in an iFrame or else) where the customer can assess /estimate his needs and his/her eligible loan amount

The form should then be able to trigger a contact list. Or we should be able to download the lists of contacts from the Data & Analysis Tab.
Do you think that's possible ? Has anyone built or come across a similar form or similar features.
Thanks a lot for your assistance/help.
Best Regards,
Gilles R


It all depends on the loan calculator and what, if any, info you need to capture from it.
As far as capturing the contact info, that is going to happen on the first page. If you want to respondents to a contact list, just add XM Directory survey response action.
If you want to capture info from the loan calculator, it can't be in an iframe. You'll have to build it into the survey using JavaScript.

Thank you Thomas.
I will try to build something using JavaScript.
Rgds,
Gilles

Hello.
I am trying to build a math formula to calculate monthly loan repayments. Based on the formula below:
If you borrow 10,00,000 from the bank at 10.5% annual interest for a period of 10 years (i.e., 120 months), then
EMI = 10,00,000 * 0.00875 * (1 + 0.00875)^120 / ((1 + 0.00875)^120 - 1) = 13,493.
(https://emicalculator.net/)

BUT the formula is not working:
$e{ (e://Field/Loanamount * e://Field/Percentage * ((1 + e://Field/Percentage) ^ e://Field/Totalmonths)) / (((1 + e://Field/Percentage) ^ e://Field/Totalmonths) - 1) }

Very grateful if someone can give me a helping hand or advice.
Thank you guys for your help.
Regards,
Gilles


Hey Gilles, curious if you ever got this calculation sorted out? I'm looking to create something similar...

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