Asset Tracking for Banks & Credit Unions
SimplifyIT makes it easy to track equipment assigned to employees - without a bloated asset system. Using secure smart forms, you can log laptops, key cards, mobile devices, or anything else issued during onboarding, role changes, or rehires.
This isn't full inventory software - it's a simple, form-based audit log that banks and credit unions can use to satisfy auditors, track returns, and reduce finger-pointing between departments.
What You Can Track
- Laptop or tablet handoffs (issue + return logs)
- Badge or key card issuance
- Loaner devices, hotspots, or temporary phones
- Secure envelope pickups (e.g., login credentials)
- Hardware reassignments between branches
Designed for Audit & Handoff Clarity
- Role-restricted access: only HR or IT can view or export logs
- Signed fields or confirmations required if desired
- Export logs by employee, device type, or timeframe
- Audit trail included for every submission and update
Related Features & Definitions
- Smart Forms - Build no-code templates to log handoffs, returns, or comments.
- Compliance Tracking - Satisfy internal and external audits with structured logs.
- Audit Trail - Maintain proof of assignment, return, and approval.
- Form Automation - Trigger alerts for overdue returns or escalations if needed.
