Skip to main content
Public Lead Forms builds the forms that sit on your website and turn a visitor into a record in the CRM. Each form is published two ways at once: a hosted page you can link to, and a snippet of code you paste into a site you control. Submissions land as leads, or as business contacts, depending on how you set the form up. Open it from Settings, under the Leads group, then Open Public Lead Forms. The browser tab reads Public Lead Forms.
These forms are customer facing and they collect personal data: names, email addresses, phone numbers, income, employment and estimated credit range. Whatever notice, consent or disclosure your company is required to show alongside that collection is your responsibility to put on the page. The form builder doesn’t add one, and it doesn’t record a consent decision with the submission. Have your compliance team review a form before you publish it.

​
The overview

The heading reads Public Lead Forms, with Create hosted forms, control embed domains, and monitor submission activity underneath, and a New Form button beside it. Four numbers run across the top: Forms with Hosted + embedded, Active with Live right now, Submissions counting all time, and Leads created from those submissions.

​
Your Forms

Below that, every form gets a row: its Status as Active or Inactive, its name with the form’s web link underneath, its approved Domains, its Submissions count with how many leads that created, and its Last activity. Click the name to open the editor. Seven icon buttons finish each row: With none built, the panel reads No public lead forms yet and Start with a hosted page, then copy the iframe snippet into a client website.

​
Starting from a template

New Form opens the editor on Form style, a gallery of five starting points. Pick one and it replaces the fields, steps, copy and defaults with that template’s. The two multi-step templates carry the mortgage detail: loan purpose, occupancy, property type, purchase price, estimated home value, loan amount, down payment, property state, estimated credit range, annual income, employment status, military or veteran status and timeline for the pre-qual; refinance goal, current loan balance, current rate, estimated home value, property state and credit range for the refinance.

​
Building the form

​
The copy

Form name and Slug sit at the top. The Slug is the last part of the form’s web address — Leaf360 fills it in for you from the form name, unless you’d rather set it yourself. Below them are Headline, Subheadline and Description, then Submit button text and Success message, which is what a visitor sees after they submit. Form active is a switch with its own line of explanation: turn it off to stop hosted and embedded submissions right away.

​
The fields

Every field carries a Label, the wording the visitor reads, and a Saved name, the key it stores under. Add field appends a new one, Remove deletes it, and a form has to keep at least one. Each field also has: Dropdown and Choice cards add an options box underneath, one option per line.
Hidden fields aren’t shown to the visitor but do submit with the form, which is how a landing page passes a campaign identifier through. Don’t use a hidden field to collect anything the person hasn’t been told about.

​
Form behavior

The right-hand column starts with Form behavior, described as choosing what the form captures, who owns it, and how it displays.
  • Design picks between Conversational, one big question at a time with icon choice cards, and Classic card, a compact card with a progress bar and stacked fields.
  • Captures decides where submissions land: Leads (borrowers) or Business contacts (partners).
  • Form owner is either Company form (no default assignment) or My form (submissions assign to me). The note underneath adds that forms created by loan officers are always owned by them, and their submissions auto-assign to them.
  • Display mode is Full page (hosted, shows logo) or In page (iframe embed, no logo).
  • Logo, offered on full page forms only, is No logo or Brand Wiki logo. Where your Brand Wiki has a logo, it’s previewed here; where it doesn’t, the panel says so and offers a link to go add one.
  • Contact phone (shown top-right), again on full page forms only, appears in the form header as a tap-to-call link opposite your logo.

​
Lead defaults

Lead defaults decides how a submission is labeled and assigned before anybody touches it.

​
Embed security

Approved website domains takes a comma-separated list of the sites this form may be embedded on. This is required before saving. A form with the box empty gets refused with Add at least one approved website domain before saving this form. Get this right before you publish. It’s what stops your form from being lifted onto somebody else’s site and used to post into your CRM.

​
Appearance

Primary color, Accent (light) color, Background color and Text color each have a swatch and a text box, and Border radius takes a size, for example 8px, controlling how rounded the corners are. A Live preview underneath shows the form as the hosted page will, with Desktop and Mobile buttons to check both, and step arrows on multi-step forms. Save Form commits everything. Saving without a name gets refused with Form name is required.

​
Where submissions land

A submission becomes a record in the CRM, decided by Captures:
  • Leads (borrowers) creates or updates a lead, carrying the lead source, status, priority, assignee and tags you set as defaults. It shows up on Sales Pipeline and All People like any other lead.
  • Business contacts (partners) creates a business contact instead, which shows up on Contacts.
Not every submission makes a new record. The activity view counts Created and Updated separately, and each submission is labeled with which of the two it did, so a form filled in twice by the same person doesn’t leave you with two records to merge.

​
Submission activity

The Submission activity button on a form’s row opens a window described as reviewing recent public form traffic and whether each submission created a new lead or updated an existing one. Four numbers head it: Total, Accepted, Created and Updated. Under them, each recent submission is listed with a status label, a result label, its timestamp, the name and contact detail that came through, the Embed origin it was posted from or Hosted page, any message the visitor left, and the error if one was rejected. With nothing yet, it reads No submissions yet. The embed origin is worth reading. A submission arriving from an origin you don’t recognize means your form is embedded somewhere you didn’t approve.

​
Common problems

Two things block it: Form name is required. and Add at least one approved website domain before saving this form. Both appear as messages in the corner of the screen.
Check the site’s domain is listed under Approved website domains, exactly as it appears in the address bar, including any subdomain. Also check that Form active is on, since turning it off stops hosted and embedded submissions right away.
Set Assign to under Lead defaults, or set Form owner to My form (submissions assign to me). Company forms with no assignee leave submissions unassigned in the pipeline.
That list comes from your company’s own lead statuses, configured under Lead Statuses in Settings. Add it there and it appears here.
A logo only appears on Full page forms with Brand Wiki logo selected. If your Brand Wiki has no logo, the editor says so and links you to where to add it. Embedded forms never show a logo.
Captures is set per form. Use the Partner / Referral template, or set Captures to Business contacts (partners), for a form aimed at agents and referral sources.