Intranet Form Routing for Banks and Credit Unions
Routing forms manually slows everything down. Our intranet automates the flow of requests, approvals, and escalations - whether you're onboarding staff, updating a vendor, or requesting IT changes. No more printing, emailing, or wondering who's next.
Flexible Routing Logic
- Route based on form field values, departments, or user roles
- Support for multiple approvers in sequence or parallel
- Automatically skip steps based on logic
Built-In Notifications and Escalation
- Email and intranet alerts when review is needed
- Escalate if no action is taken within X days
- Track who viewed, approved, or edited the form
Full Audit Trail
Every step of the approval process is logged and time-stamped, giving you complete visibility for audits and internal reviews.
Used Across the Institution
- HR: PTO requests, onboarding, offboarding
- IT: Access changes, hardware requests, change management
- Compliance: Incident reporting, policy exceptions
