SimplifyIT gives banks and credit unions the power to build smart, secure, routable forms - without touching code. Use our form builder to create internal request forms, onboarding and offboarding automation, sign-offs, checklists, surveys, RSVPS, and more, all with role-based visibility and audit-ready exports.
Fast, Structured Form Creation
Textboxes, dropdowns, checkboxes, radio buttons
Date pickers and calendar fields
File uploads with allowed filetype restrictions
Signature boxes and read-only sections
Field grouping and section dividers
Unlike traditional drag-and-drop builders, our approach is faster, cleaner, and ideal for internal teams that want predictable, compliant form layouts.
Flexible Layout and Access Control
Out of the box, your forms are clean and on-brand. For advanced users, apply custom CSS to style every div and input exactly how you want - no template limitations.
Design clean, branded forms with flexible layouts. Control which fields are required, who can see them, and when they appear using easy-to-create rules for conditional logic. Pre-fill values from other sources - such asActive Directory or Entra ID (formerly Azure AD), branch locations, systems and resources, and more - to save staff time.
Without writing any code, you can make an onscreen selection to create simple prompts like this:
Select Type:
...or, for more advanced designs, use CSS to change the layout and look (as shown in the example above on the right).
Go beyond data collection. Automatically route submissions to the right department, branch, or manager based on the form type, priority, or any criteria you define. Create conditional workflows without coding so nothing gets stuck in an inbox or forgotten.
Preview, Save, Reuse
Live preview mode before publishing
Save draft versions before rollout
Duplicate existing forms as templates
Set expiration dates or submission limits
Built for Financial Institutions
Every form built in SimplifyIT is backed by compliance features: version tracking of submissions, user permissions, audit trails, and export-ready logs. Whether it's a branch-level checklist or an executive sign-off, your forms are safe, secure, and accountable.
Common Questions
What makes SimplifyIT's form builder software different?
Most form builders stop at data collection. SimplifyIT combines form creation with automated task routing and conditional workflows - so submissions don't just land in an inbox, they move through your processes without delays. And everything is fully documented.
Can staff really build forms without IT help?
Yes. SimplifyIT's form builder allows non-technical staff to add fields, set visibility rules, and publish forms without writing code. IT can still oversee permissions and compliance settings if desired.
How do you ensure forms meet audit and compliance requirements?
Every form is backed by built-in audit trails, version tracking of submissions (if changes are made after-the-fact), and export-ready logs. You can easily prove who submitted what, when, and which version of the form they used.
Can we route form submissions to different departments?
Yes. Use form automation rules to route submissions based on criteria like branch location, form type, or priority.
What types of internal forms can we create?
Anything from employee onboarding and offboarding checklists to IT help desk requests, branch audits, RSVPS, surveys, and executive sign-offs. If it needs to be tracked, you can build it.
Does the form builder integrate with Microsoft 365 or Active Directory?
All forms submit via secure HTTPS, and data is encrypted in transit and at rest. Role-based access ensures only authorized users can see or edit form data.
