I would like to create a new needs analysis form for the finance industry. It should be neat and concise. It should flow smoothly, and progressively through relevant questions. Have room for all details and preferably be able to type inside boxes as well as tick boxes. I should be able to fill in details both electronically and manualy. First page should be room for a general enquiry and then progress to further detailing smoothly further in. Finally space for signatures. If there is a way to export information from such forms into data bases i would love to know about it.
typical subjects equired in form:
personal & contact details inc. address & previous address, DOB
Income / employment details current and previous
Assets and Liabilties
loan purpose/ goals
Privacy details signature