Workflow Approvals Credit Union approvals, without the back-and-forth.
Where Credit Unions Use Approvals
- HR: PTO requests, new hire approvals, remote work
- Lending: exception approvals, pricing overrides, escalations
- IT: access requests, equipment checkouts, security changes
- Marketing: branch signage, campaign sign-off, event planning
- Operations: policy exceptions, capital purchase requests
Why Credit Unions Choose Ours
- Custom form builder with logic and required fields
- Routing by branch, department, or job role
- Email and intranet notifications built-in
- Optional attachments, expiration dates, and multi-level approval
- Complete audit log with export options
Explore form automation to see how approvals connect to other internal processes.
Compliance-First Design
Whether it's HR or loan ops, every approval is tracked with audit-friendly history. Built for visibility. Ready for your next exam.
