Internal Forms & Requests Automated, Auditable, and Built for FIs.
Route requests. Reduce mistakes. Document everything.
Our Help Desk form builder was made specifically for banks and credit unions. It includes structured input, automated handoffs, and full audit trails - so you're never left guessing who did what. From IT to HR to compliance, turn internal forms into efficient, trackable workflows.
Why These Forms Are Smarter
- Conditional Fields. Use simple logic to show/hide sections based on user input or create more advanced flows with custom scripting.
- Built-In Routing. Assign tasks to departments or individuals, auto-notify reviewers, and track completions.
- Export with Confidence. Create clean, filterable logs tailored for audit teams and regulators.
- Recurring Requests. Automate routine processes like monthly certifications or new hire checklists.
- Deployment Options. Choose hosted, on-prem, or hybrid without losing any functionality.
- Flexible Inputs. Use dropdowns, dates, attachments, digital signatures, and more.
Use Cases for Banks
From IT troubleshooting to branch supplies and employee onboarding, our forms turn unstructured email chaos into a reliable, reportable process. Assign routing, enforce accountability, and keep staff on task.
Use Cases for Credit Unions
Whether it's a member-impacting service issue or an internal training request, credit unions benefit from our simplified, guided form system. Your team gets exactly the info they need - nothing gets lost in translation.
Forms That Stand Up to Examiners
Every step is time-stamped and stored - form changes, task ownership, and comments. You'll have clear documentation for NCUA, FDIC, or internal reviews, with minimal manual work.
Your Workflow, Your Way
Our Help Desk forms can operate independently or alongside other modules. You control permissions, structure, and routing - and it all integrates into the help desk's tracking and reporting system.
Ready to Streamline Internal Requests?
Book a demo or view the video walkthrough to see it in action.
