Use CRM data to fill out forms with LaserApp
LaserApp is a provider of forms automation and management software for the securities and insurance industries. LaserApp collects the most financial industry forms and fills them out automatically with more client data than any other system. Completed forms are consistent, up-to-date, and fast so advisors can focus on their clients, not completing paperwork.
Integration: CRM to LaserApp
Data Broker takes information from your CRM and pushes it to LaserApp according to the mapping set up during implementation. For instructions on how to set up or change the mappings, please contact the Support team.
Below is a list of available fields, or data, that can be sent to LaserApp, if they exist in your CRM and if they have been mapped to LaserApp. Please keep in mind, all of these fields might not be included in your CRM. Please check with your Admin or our service team if you have any questions about these data points.
|
Field Name |
Field Type |
|---|---|
|
AssignedRep |
Single Line of Text |
|
AssignedRepn |
Single Line of Text |
|
BankAccount |
Single Line of Text |
|
BankAccountType |
Single Line of Text |
|
BankAddress |
Single Line of Text |
|
BankBranch |
Single Line of Text |
|
BankCity |
Single Line of Text |
|
BankFax |
Single Line of Text |
|
BankName |
Single Line of Text |
|
BankPhone |
Single Line of Text |
|
BankPhoneExt |
Single Line of Text |
|
BankPO |
Single Line of Text |
|
BankRoute |
Single Line of Text |
|
BankState |
Single Line of Text |
|
BankZip |
Single Line of Text |
|
ClientAccountant |
Single Line of Text |
|
ClientAcctPhext |
Single Line of Text |
|
ClientAcctPhone |
Single Line of Text |
|
ClientAddress |
Single Line of Text |
|
ClientApt |
Single Line of Text |
|
ClientAttorney |
Single Line of Text |
|
ClientAttorneyPhext |
Single Line of Text |
|
ClientAttorneyPhone |
Single Line of Text |
|
ClientCellPhone |
Single Line of Text |
|
ClientCitizenship |
Single Line of Text |
|
ClientCity |
Single Line of Text |
|
ClientCountry |
Single Line of Text |
|
ClientDOB |
Single Line of Text |
|
ClientDrvLic |
Single Line of Text |
|
ClientDrvLicExp |
Single Line of Text |
|
ClientDrvLicIssDate |
Single Line of Text |
|
ClientDrvLicJur |
Single Line of Text |
|
ClientEmail |
Single Line of Text |
|
ClientEmployerAddress |
Single Line of Text |
|
ClientEmployerCity |
Single Line of Text |
|
ClientEmployerFax |
Single Line of Text |
|
ClientEmployerName |
Single Line of Text |
|
ClientEmployerPhone |
Single Line of Text |
|
ClientEmployerPhoneExt |
Single Line of Text |
|
ClientEmployerState |
Single Line of Text |
|
ClientEmployerSuite |
Single Line of Text |
|
ClientEmployerZip |
Single Line of Text |
|
ClientExperience |
Single Line of Text |
|
ClientFirstName |
Single Line of Text |
|
ClientGCExp |
Single Line of Text |
|
ClientGCIssDate |
Single Line of Text |
|
ClientGCJur |
Single Line of Text |
|
ClientGreenCard |
Single Line of Text |
|
ClientHomePhone |
Single Line of Text |
|
ClientIncome |
Single Line of Text |
|
ClientLastName |
Single Line of Text |
|
ClientLegalAddress |
Single Line of Text |
|
ClientLegalApt |
Single Line of Text |
|
ClientLegalCity |
Single Line of Text |
|
ClientLegalState |
Single Line of Text |
|
ClientLegalZip |
Single Line of Text |
|
ClientLifeInsuranceAmnt |
Single Line of Text |
|
ClientLiquidAssets |
Single Line of Text |
|
ClientLivingTrust |
Single Line of Text |
|
ClientMaintDate |
Single Line of Text |
|
ClientMaintMsg |
Single Line of Text |
|
ClientMaintNext |
Single Line of Text |
|
ClientMaritalStatus |
Single Line of Text |
|
ClientMI |
Single Line of Text |
|
ClientNetWorth |
Single Line of Text |
|
ClientNumber |
Single Line of Text |
|
ClientObjective |
Single Line of Text |
|
ClientOccupation |
Single Line of Text |
|
ClientPassport |
Single Line of Text |
|
ClientPPExp |
Single Line of Text |
|
ClientPPIssDate |
Single Line of Text |
|
ClientPPJur |
Single Line of Text |
|
ClientRetireDate |
Single Line of Text |
|
ClientSalutation |
Single Line of Text |
|
ClientSex |
Single Line of Text |
|
ClientSSN |
Single Line of Text |
|
ClientState |
Single Line of Text |
|
ClientTaxBracket |
Single Line of Text |
|
ClientZip |
Single Line of Text |
|
CompanyAddress |
Single Line of Text |
|
CompanyCity |
Single Line of Text |
|
CompanyContactName |
Single Line of Text |
|
CompanyEmail |
Single Line of Text |
|
CompanyFax |
Single Line of Text |
|
CompanyName |
Single Line of Text |
|
CompanyParticipant1 |
Single Line of Text |
|
CompanyParticipant2 |
Single Line of Text |
|
CompanyPhone |
Single Line of Text |
|
CompanyPhoneExt |
Single Line of Text |
|
CompanyState |
Single Line of Text |
|
CompanySuite |
Single Line of Text |
|
CompanyTaxId |
Single Line of Text |
|
CompanyZip |
Single Line of Text |
|
JointIncome |
Single Line of Text |
|
SpouseCellPhone |
Single Line of Text |
|
SpouseCitizenship |
Single Line of Text |
|
SpouseCountry |
Single Line of Text |
|
SpouseDOB |
Single Line of Text |
|
SpouseDrvLic |
Single Line of Text |
|
SpouseDrvLicExp |
Single Line of Text |
|
SpouseDrvLicIssDate |
Single Line of Text |
|
SpouseDrvLicJur |
Single Line of Text |
|
SpouseEmail |
Single Line of Text |
|
SpouseEmployerAddress |
Single Line of Text |
|
SpouseEmployerCity |
Single Line of Text |
|
SpouseEmployerFax |
Single Line of Text |
|
SpouseEmployerName |
Single Line of Text |
|
SpouseEmployerPhone |
Single Line of Text |
|
SpouseEmployerPhoneExt |
Single Line of Text |
|
SpouseEmployerState |
Single Line of Text |
|
SpouseEmployerSuite |
Single Line of Text |
|
SpouseEmployerZip |
Single Line of Text |
|
SpouseFirstName |
Single Line of Text |
|
SpouseGCExp |
Single Line of Text |
|
SpouseGCIssDate |
Single Line of Text |
|
SpouseGCJur |
Single Line of Text |
|
SpouseGreenCard |
Single Line of Text |
|
SpouseIncome |
Single Line of Text |
|
SpouseLastName |
Single Line of Text |
|
SpouseMI |
Single Line of Text |
|
SpouseOccupation |
Single Line of Text |
|
SpousePassport |
Single Line of Text |
|
SpousePPExp |
Single Line of Text |
|
SpousePPIssDate |
Single Line of Text |
|
SpousePPJur |
Single Line of Text |
|
SpouseSalutation |
Single Line of Text |
|
SpouseSex |
Single Line of Text |
|
SpouseSSN |
Single Line of Text |
|
SpouseTaxBracket |
Single Line of Text |
|
TrustAgreementDate |
Single Line of Text |
|
TrustCustodian |
Single Line of Text |
|
TrustFBOAddress |
Single Line of Text |
|
TrustFBOCity |
Single Line of Text |
|
TrustFBOName |
Single Line of Text |
|
TrustFBOPhone |
Single Line of Text |
|
TrustFBOPhoneExt |
Single Line of Text |
|
TrustFBOState |
Single Line of Text |
|
TrustFBOSuite |
Single Line of Text |
|
TrustFBOZip |
Single Line of Text |
|
TrustGiftState |
Single Line of Text |
|
TrustPlanName |
Single Line of Text |
|
TrustPlanType |
Single Line of Text |
|
TrustTaxId |
Single Line of Text |
Single Sign-On for LaserApp
In addition to the integration, there is a Single Sign-On button available for LaserApp, and you can add a button to the Relationship or Contact page layouts. Once the button is clicked, a prompt for LaserApp will display, and any data mappings set up in Data Broker will carry information to the forms available for your custodial partner.
