Credit Union Form Automation Tools
From account opening to vendor onboarding, credit union requests shouldn't rely on email chains or paper forms. SimplifyIT turns your internal forms into live workflows - routing each request to the right team, in the right order, every time.
Built-In Approval Routing
- Route by branch, department, or job title
- Trigger escalations or additional steps based on selected options
- Auto-assign tasks to managers, compliance, or IT
- Log approvals, comments, and revisions with timestamps
Use Cases at Credit Unions
- Employee change forms that route through HR and Payroll
- Loan officer escalation if conditions fall outside standard thresholds
- Member complaints routed to branch manager, then tracked for compliance
- Vendor approval forms with conditional review from IT, Security, and Finance
Designed for Non-Tech Teams
Your staff can build and manage workflows without touching code. Set up branching logic using dropdowns and plain language triggers. Updates are instant and auditable.
Audit Trail Included
Every action is tracked. You can export a full audit history for any form - approvals, comments, task changes, and completion timestamps - anytime a regulator asks.
Related Intranet Features
- Compliance Tracking - Tie form activity to audit needs
- Workflow Builder - Build multi-step logic paths across departments
