AI Assistant
Great — for a refinance, I'll load up all the relevant fields: personal info, current property details, mortgage info, employment & income, financials, and consent fields.
Here's your full refinance configuration:
```json
{
"fields": [
{ "field_key": "phone", "label": "Phone Number", "field_type": "phone", "required": true, "position": 0 },
{ "field_key": "email", "label": "Email Address", "field_type": "email", "required": true, "position": 1 },
{ "field_key": "dob", "label": "Date of Birth", "field_type": "date", "required": true, "position": 2 },
{ "field_key": "ssn_full", "label": "Social Security Number", "field_type": "ssn", "required": true, "position": 3 },
{ "field_key": "marital_status", "label": "Marital Status", "field_type": "select", "required": false, "position": 4, "options": { "choices": ["Single", "Married", "Separated", "Divorced", "Widowed"] } },
{ "field_key": "citizenship", "label": "Citizenship Status", "field_type": "select", "required": false, "position": 5, "options": { "choices": ["U.S. Citizen", "Permanent Resident", "Non-Permanent Resident", "Other"] } },
{ "field_key": "address_line2", "label": "Apt / Suite / Unit", "field_type": "text", "required": false, "position": 6 },
{ "field_key": "housing_status", "label": "Housing Status", "field_type": "select", "required": false, "position": 7, "options": { "choices": ["Own", "Rent", "Rent-Free"] } },
{ "field_key": "years_at_address", "label": "Years at Current Address", "field_type": "number", "required": false, "position": 8 },
{ "field_key": "prev_address", "label": "Previous Street Address", "field_type": "text", "required": false, "position": 9 },
{ "field_key": "prev_city", "label": "Previous City", "field_type": "text", "required": false, "position": 10 },
{ "field_key": "prev_state", "label": "Previous State", "field_type": "select", "required": false, "position": 11, "options": { "choices": ["AL","AK","AZ","AR","CA","CO","CT","DE","FL","GA","HI","ID","IL","IN","IA","KS","KY","LA","ME","MD","MA","MI","MN","MS","MO","MT","NE","NV","NH","NJ","NM","NY","NC","ND","OH","OK","OR","PA","RI","SC","SD","TN","TX","UT","VT","VA","WA","WV","WI","WY"] } },
{ "field_key": "prev_zip", "label": "Previous Zip", "field_type": "text", "required": false, "position": 12 },
{ "field_key": "employment_status", "label": "Employment Status", "field_type": "select", "required": true, "position": 13, "options": { "choices": ["Employed Full-Time", "Employed Part-Time", "Self-Employed", "Retired", "Unemployed", "Other"] } },
{ "field_key": "employer", "label": "Employer Name", "field_type": "text", "required": false, "position": 14 },
{ "field_key": "job_title", "label": "Job Title / Position", "field_type": "text", "required": false, "position": 15 },
{ "field_key": "years_employed", "label": "Years at Current Job", "field_type": "number", "required": false, "position": 16 },
{ "field_key": "income", "label": "Gross Annual Income", "field_type": "currency", "required": true, "position": 17 },
{ "field_key": "other_income", "label": "Other Income", "field_type": "currency", "required": false, "position": 18 },
{ "field_key": "other_income_source", "label": "Other Income Source", "field_type": "text", "required": false, "position": 19 },
{ "field_key": "prev_employer", "label": "Previous Employer", "field_type": "text", "required": false, "position": 20 },
{ "field_key": "prev_years_employed", "label": "Years at Previous Job", "field_type": "number", "required": false, "position": 21 },
{ "field_key": "loan_amount", "label": "Desired Loan Amount", "field_type": "currency", "required": false, "position": 22 },
{ "field_key": "loan_purpose", "label": "Loan Purpose", "field_type": "select", "required": true, "position": 23, "options": { "choices": ["Rate & Term Refinance", "Cash-Out Refinance", "FHA Streamline", "VA IRRRL", "Other"] } },
{ "field_key": "loan_term", "label": "Desired Loan Term", "field_type": "select", "required": false, "position": 24, "options": { "choices": ["10 Years", "15 Years", "20 Years", "25 Years", "30 Years"] } },
{ "field_key": "loan_type", "label": "Loan Type", "field_type": "select", "required": false, "position": 25, "options": { "choices": ["Conventional", "FHA", "VA", "USDA", "Jumbo"] } },
{ "field_key": "rate_type", "label": "Rate Type Preference", "field_type": "select", "required": false, "position": 26, "options": { "choices": ["Fixed", "Adjustable (ARM)", "No Preference"] } },
{ "field_key": "property_address", "label": "Property Address", "field_type": "text", "required": true, "position": 27 },
{ "field_key": "property_city", "label": "Property City", "field_type": "text", "required": true, "position": 28 },
{ "field_key": "property_state", "label": "Property State", "field_type": "select", "required": true, "position": 29, "options": { "choices": ["AL","AK","AZ","AR","CA","CO","CT","DE","FL","GA","HI","ID","IL","IN","IA","KS","KY","LA","ME","MD","MA","MI","MN","MS","MO","MT","NE","NV","NH","NJ","NM","NY","NC","ND","OH","OK","OR","PA","RI","SC","SD","TN","TX","UT","VT","VA","WA","WV","WI","WY"] } },
{ "field_key": "property_zip", "label": "Property Zip", "field_type": "text", "required": true, "position": 30 },
{ "field_key": "property_county", "label": "Property County", "field_type": "text", "required": false, "position": 31 },
{ "field_key": "property_type", "label": "Property Type", "field_type": "select", "required": true, "position": 32, "options": { "choices": ["Single Family", "Multi-Family", "Condo", "Townhouse", "Manufactured", "Other"] } },
{ "field_key": "property_value", "label": "Estimated Property Value", "field_type": "currency", "required": true, "position": 33 },
{ "field_key": "occupancy_type", "label": "Occupancy Type", "field_type": "select", "required": true, "position": 34, "options": { "choices": ["Primary Residence", "Secondary / Vacation Home", "Investment Property"] } },
{ "field_key": "year_built", "label": "Year Built", "field_type": "number", "required": false, "position": 35 },
{ "field_key": "num_units", "label": "Number of Units", "field_type": "select", "required": false, "position": 36, "options": { "choices": ["1", "2", "3", "4"] } },
{ "field_key": "mortgage_balance", "label": "Current Mortgage Balance", "field_type": "currency", "required": true, "position": 37 },
{ "field_key": "mortgage_payment", "label": "Current Monthly Mortgage Payment", "field_type": "currency", "required": false, "position": 38 },
{ "field_key": "mortgage_rate", "label": "Current Interest Rate", "field_type": "number", "required": false, "position": 39 },
{ "field_key": "va_eligible", "label": "VA Eligible?", "field_type": "checkbox", "required": false, "position": 40 },
{ "field_key": "total_assets", "label": "Total Assets", "field_type": "currency", "required": false, "position": 41 },
{ "field_key": "total_debt", "label": "Total Outstanding Debt", "field_type": "currency", "required": false, "position": 42 },
{ "field_key": "monthly_debt", "label": "Total Monthly Debt Payments", "field_type": "currency", "required": false, "position": 43 },
{ "field_key": "bankruptcy_history", "label": "Prior Bankruptcy?", "field_type": "checkbox", "required": false, "position": 44 },
{ "field_key": "foreclosure_history", "label": "Prior Foreclosure?", "field_type": "checkbox", "required": false, "position": 45 },
{ "field_key": "credit_score_self", "label": "Estimated Credit Score", "field_type": "select", "required": false, "position": 46, "options": { "choices": ["Excellent (720+)", "Good (680–719)", "Fair (640–679)", "Poor (580–639)", "Bad (Below 580)"] } },
{ "field_key": "co_first_name", "label": "Co-Borrower First Name", "field_type": "text", "required": false, "position": 47 },
{ "field_key": "co_last_name", "label": "Co-Borrower Last Name", "field_type": "text", "required": false, "position": 48 },
{ "field_key": "co_dob", "label": "Co-Borrower Date of Birth", "field_type": "date", "required": false, "position": 49 },
{ "field_key": "co_ssn", "label": "Co-Borrower SSN", "field_type": "ssn", "required": false, "position": 50 },
{ "field_key": "co_phone", "label": "Co-Borrower Phone", "field_type": "phone", "required": false, "position": 51 },
{ "field_key": "co_email", "label": "Co-Borrower Email", "field_type": "email", "required": false, "position": 52 },
{ "field_key": "co_employer", "label": "Co-Borrower Employer", "field_type": "text", "required": false, "position": 53 },
{ "field_key": "co_income", "label": "Co-Borrower Annual Income", "field_type": "currency", "required": false, "position": 54 },
{