If every rep on your team has their own copy of your application form, every form change has to be repeated on every copy. There is a simpler setup: one form for the whole team, where each rep has a personal link to send to their merchants. Merchants see nothing different, and each deal is still assigned to the right rep automatically.
The setup takes about 10 minutes in Jotform.
Step 1: Add a hidden Rep Email field
Open your main application form in the Jotform Form Builder.
Add a Short Text field and name it Rep Email.
Click the gear icon on the field, open the Advanced tab, and turn on Hidden. Merchants will never see this field.
The hidden field is how MCA Pilot knows which rep a submission belongs to, so the deal can be assigned to them automatically.
Step 2: Create a prefill link for each rep
In the Form Builder, go to the Publish tab and select Prefill on the left.
Choose Manual Prefill, then click Add a New Prefill.
The form opens for you to fill. Hidden fields are visible to you here, so type the rep's email into Rep Email and leave everything else empty.
Click Create, then copy the generated link. That is this rep's personal link.
Repeat for each rep.
Each prefill link is a unique token link. The merchant sees a completely normal form, and the rep's email is not visible anywhere, not even in the link itself. All the links you create are saved in the Prefill panel, so you can copy or resend them any time.
Have each rep send their own link to their merchants. That is the only change for your team: same form, personal links.
Test a link by opening it and submitting a test application. The submission should arrive in MCA Pilot assigned to that rep.
Recommended field settings
While you are in the Form Builder, give your form these settings so funder submissions do not bounce on missing or malformed data:
Bank statement upload: required
State fields: dropdowns instead of free text
ZIP codes: 5 digits
EIN and SSN: 9 digits
Phone numbers: 10 digits, no extensions
Ownership percentage: whole number between 1 and 100
Date of birth: owners must be 18 or older
Business start date: no future dates
Step 3: Send us your new form
When the form is ready, send the form link to support and we will connect it to MCA Pilot and test everything end to end before your reps switch over. Do not switch your reps to the new links until we confirm the connection is live.
Troubleshooting
Deals are coming in unassigned, or the rep email arrives blank. Some forms are set to wipe hidden fields when the merchant submits. In the Form Builder go to Settings, then Form Settings, click Show More Options, find Clear Hidden Field Values, and set it to Don't Clear. Then submit a test through a prefill link to confirm.