The General Questions feature allows administrators to configure custom screening questions and assign them to specific applicant types. Applicants can view and answer these questions during the application process. Admins can also review applicant responses from the dashboard. APIs support creation, retrieval, and management of all question types.
Setting Question Scope
You can define where each question will apply using the Scope component.
Supported scopes:
Organization
Province
State (US only)
Complex
Building
Rule: If multiple scopes overlap, the most specific level (e.g., Building) overrides others.
Assigning Applicant Types
Each question set must be assigned to one applicant type:
Main Applicant
Co-Applicant
Guarantor
All (applies to every applicant type)
Only one option can be selected.
Creating General Questions
Select Add Question to open the question type modal.
The system supports the following types:
True/False
Choose True/False type
Enter question text (max 200 characters)
Format text using Bold or Italic
Select whether the question is mandatory
Save or Cancel
Multiple Choice
Choose multiple-choice type
Enter question text (max 200 characters)
Add up to 5 answer options (max 20 characters each)
Remove options as needed
Select whether the question is mandatory
Save or Cancel (confirmation prompts appear when unsaved changes exist)
Validation: All question fields must meet character limits and required fields before saving.
How Applicants See and Answer Questions
Personal Information Page
If questions are assigned to a given applicant type, a General Questions section appears on the applicant’s Personal Information page.
Applicants can:
Answer questions directly
Edit responses
Save responses (mandatory questions must be answered)
If no questions are assigned, the section does not appear.
Expanded General Questions Page
Applicants can open the full view by clicking the edit (pen) icon.
Supported behaviors:
Displays all questions assigned to the applicant type
Supports:
Yes/No (radio buttons + optional explanation field, 100 characters)
Multiple Choice (dropdown + optional explanation field, 100 characters)
Dynamic scrolling for long sets
Auto-save or save-on-blur
Inline validation for required answers or character limits
Viewing Applicant Responses (Admin Dashboard)
Admins can review applicant answers from the dashboard.
Open the applicant’s card (Main, Co-Applicant, or Guarantor)
A General Questions section appears if responses were submitted
Responses are read-only
Questions and answers appear side by side
If no responses were submitted, the section is hidden or displays “No general questions answered”
Summary
This feature enables admins to configure and manage customized screening questions and ensures applicants can complete them within their application workflow. Admins can also review responses directly from the dashboard.