You can review the template at and the theme at It displays a progressive mobile layout when opened from a mobile device. Also, it uses Layout without panel titles in the form header layout for mobile navigation.

It is built using We Finance Theme A for styling and We.Finance template for layout.

The application is an adaptive form, which you can review in the authoring instances at Some of the key features you can review in the adaptive form are: The Apply Now button directs Sarah to the credit card application. It allows Sarah to view and provide information progressively as she navigates the application. In this view, the application form is renders as one section at a time. If Sarah is accessing the credit card application from her mobile device, the responsive application opens in a view optimized for mobile devices. Sarah accesses the credit card application from her mobile device

She receives an email with a link to resume her credit card application. It saves all the information Sarah has filled in so far and a dialog pops up to confirm if she would like to receive an email with a link to her draft application to complete later. She clicks Save my progress on the application form. Sarah continues to fill the application form and thatвЂ™s when a reminder pops up for a meeting she must attend. She logs in with her We.Finance account credentials and her personal details are auto-populated in the form. Sarah is an existing We.Finance customer. On the Personal Information page, as Sarah provides her Social Security Number, she gets a prompt to log in with her credentials. Sarah selects a credit card from the available options and clicks Continue. The application form is organized in sections using a card layout.

It takes Sarah to the credit card application on We.Finance portal. Sarah decides to apply for the credit card and taps Apply Now button on the email. Sarah finds the offer interesting and chooses to apply Open the newsletter and click Apply Now to go to the credit card application. Ensure that you replace with a valid email account to receive the newsletter. Open the following URL on the publish instance to trigger a newsletter email. The Apply Now button in the email is linked to the credit card application, which is an adaptive form on a publish instance. The newsletter sent to Sarah is a custom implementation that triggers an email to the specified email ID. She clicks the Apply Now button in the newsletter, which takes her to the credit card application on We.Finance portal.

She finds the offers exciting and decides to apply for a credit card. She receives a newsletter from We.Finance about new credit cards on offer. Sarah Rose is an existing We.Finance customer. Sarah receives a newsletter from We.Finance and applies for a credit card LetвЂ™s look at the reference site scenario in detail to understand how the AEM Forms helps We.Finance achieve their objectives. The following infographic depicts step-by-step workflow of the credit card application.

Gloria Rios, Head of Credit Card and Mortgage, We.Finance.

The We.Finance credit card application scenario involves the following personas:

Home Mortgage application walkthrough with Microsoft Dynamics.

Read on for detailed walkthroughs of We.Finance use cases and understand how AEM Forms helps financial organizations achieve their objectives. In addition, they are looking to pitch for more financial products like add-on cards that customers may find interesting. Their goal is to reach out to existing and prospective customers on their preferred device, explain the benefits of their services, and help them enroll in their services. They offer credit cards, home mortgage, and home insurance services. We.Finance is a leading organization in Financial Services domain that offers comprehensive and personalized financial solutions to suit the requirements of diverse customer profiles. Set up the reference sites as described in Set up and configure AEM Forms reference sites. We.Finance reference site walkthrough Pre-requisites

Rule of rose walk through