Why SimplifyIT?  •  Testimonials  •  About  •  Contact   
(only 5 minutes)
 
 

Dynamic Smart Forms.

 
 
 
 
✦ Custom. Dynamic. Easy to build.
 
Our forms are designed to do the heavy lifting - without making life harder.
 
Create forms that adapt to your needs, guide employees step-by-step, and power real workflows across your organization.
 
What's possible?
 
✓ Onsite or Cloud-Based Deployment
✓ Generate Clean Exports for Audits & Examiners
✓ Adaptive Logic - Use Built-In Rules or Custom JavaScript
✓ Dates, Numbers, Dropdowns, & Specialized Fields
✓ Freeform or Structured Responses
✓ Route Submissions Based on Logic
✓ Automatically Assign Tasks
✓ Provide Detailed Instructions to Employees Fulfilling Requests
✓ Setup Recurring Form Submissions
✓ Detailed Activity Reports
✓ Share Forms with other FIs
 
 
 
 
 
 
On-Prem or
 
Hosted
✓ Cloud Hosted.
✓ On Premise.
✓ Self-Hosted.

Choose what
fits your FI.
 
Audit
 
Ready
✓ Documentation.
✓ Documentation.
✓ More Documentation.

Auditors and examiners love
documentation and exports,
the software abides.
 
Microsoft
 
Integration
✓ Entra AD.
✓ Teams.
✓ Office 365 Email.

Fully integrated.
 
 
AI-Assisted
 
Search
Smart, intent-based
search - powered by
AI. No training. No
exposure. Your data
stays private.
 
Policy
 
Tracking
Be ready for auditors and
examiners by tracking those
policy acknowledgements.
 
Smart
 
Workflows
✓ Onboarding.
✓ Offboarding.
✓ Audit Exceptions.
✓ Everything Else.

Route, track and
document.
 
✦ trusted in banking since 2004 ✦