Credit Union Form Builder
Still relying on paper forms or clunky PDFs? SimplifyIT gives your credit union a powerful form builder that's secure, flexible, and easy to use - no IT help required.
Build internal request forms, change approvals, or member-facing intake forms with drag-and-drop simplicity. Add smart rules, set permissions, and route entries instantly.
Creation Simplicity
- Create and update forms directly in the browser
- Use required fields, logic rules, and conditional visibility
- Pre-fill values from user profile or job role
- Save forms to draft or publish instantly
Built-In Approvals & Routing
Send submissions to the right team automatically. You can route by branch, department, or user role - even notify others for awareness without action.
Secure, Role-Based Visibility
Restrict form visibility to certain staff, departments, or locations. Need a branch-specific version? No problem - duplicate and modify with a click.
