Smart Form Builder with Workflow Automation
Build secure, audit-ready forms with SimplifyIT - no coding required. Our drag-and-drop form builder is designed for banks and credit unions that need to automate internal requests, enforce approval flows, and track every submission for compliance.
While some forms can be set to recur on a schedule - like monthly checklists or quarterly reviews - the platform is focused on people-driven processes: requests, approvals, and tracked responses. It's not meant to replace workflow schedulers used for ACH or batch processing - but to complement them by organizing internal communication and approvals.
Form Builder Features
- Text, dropdowns, file uploads, date pickers, and more
- Conditional logic: show or hide fields based on answers
- Multi-step approvals with email routing and internal notes
- Role-based form visibility and edit access
- Audit trail export for every submission
- Auto-fill options using Active Directory or Entra ID integration
Use Cases in Financial Institutions
- New account review and approvals
- Employee onboarding and offboarding
- IT access requests and system changes
- Policy change notifications with required sign-off
- Branch issue reporting or incident tracking
Also Used for Internal Surveys
While SimplifyIT includes lightweight survey tools for quick feedback, many institutions use Smart Forms to run structured surveys that require multiple questions, routing, or approvals. You control the format, flow, and visibility.
Built for Compliance
Every submission is logged with a full audit trail, including timestamps, routing decisions, and comments. Whether you're under NCUA, FDIC, or internal audit scrutiny - you'll have clean exports ready at any time.
Related Features & Definitions
- Form Automation - Create efficient, repeatable internal workflows without developer support.
- Workflow Automation - Trigger alerts, approvals, and routing based on user input.
- Audit Trail - See who submitted what, when, and how it was routed.
- Compliance Tracking - Monitor policy acknowledgments and overdue tasks.
- Intelligent Search - Find any form or submission in seconds.
