Credit Union Smart Forms with Built-In Workflow
Our drag-and-drop builder helps credit unions create secure, trackable forms without writing a single line of code. Route approvals, track staff acknowledgments, and automate internal workflows - all inside your intranet.
SimplifyIT's Smart Forms are designed for compliance-heavy environments, including NCUA exam scenarios. Whether it's an HR request, a policy sign-off, or a branch report, every step is logged for audit-readiness.
Form Features for Credit Unions
- Drag-and-drop builder: text, dropdowns, uploads, date fields
- Conditional logic: hide or show questions based on answers
- Approval flows and routing to the right departments
- Role-based access for branch or department visibility
- Audit trails with timestamps and decision logs
- Auto-fill with Active Directory or Microsoft Entra ID
Common Credit Union Use Cases
- Employee onboarding and offboarding
- Loan exception reviews and committee approvals
- Policy acknowledgment forms with digital sign-off
- IT access requests and change tracking
- Vendor review forms tied to compliance tasks
Built with Compliance in Mind
Every submission has a complete audit history. Export logs for NCUA exams, internal reviews, or your compliance committee with just a few clicks.
