Dynamic Forms for Banks & Credit Unions
Guide employees. Automate tasks. Stay compliant.
SimplifyIT's dynamic form builder is built for financial institutions - with audit trails, logic flows, and built-in security. Create structured or freeform data inputs, route submissions based on rules, and integrate real workflows from start to finish.
What Makes Our Forms Different?
- Custom Logic.
Use our built-in rules builder - or even inject custom JavaScript - to adapt to any situation.
- Workflow Routing.
Route requests to the right person, auto-assign tasks, and guide employees step-by-step.
- FI-Ready Exports.
Download clean exports built for auditors, examiners, and compliance teams.
- Recurring Forms.
Set up repeat form schedules and reminders to keep critical tasks from falling through the cracks.
- Cloud or On-Premises.
Your infrastructure, your choice.
- Field Flexibility.
From dropdowns and numeric fields to freeform responses and file uploads.
For Banks.
Banks use our forms to streamline loan reviews, track IT requests, manage employee change forms, and capture complex multi-step approvals - without endless email chains or manual handoffs.
For Credit Unions.
Credit unions rely on SimplifyIT forms to improve member service processes, track internal requests, and ensure consistent documentation across branches - all while meeting examiner expectations.
Built for Compliance.
Every submission is logged with time stamps, task assignments, and a full activity history. Whether you're being audited or managing internal oversight, our forms provide peace of mind.
Secure. Flexible. Yours.
Choose on-prem or cloud hosting, control user access, and rest easy knowing your data stays in your hands - not in a generic third-party app.
Want a smarter way to collect and route internal requests?
Schedule a Demo or watch the short video overview.
