Financial Services Form Builder
Every financial organization runs on forms. But paper, PDFs, and scattered tools slow things down and leave compliance gaps. SimplifyIT replaces the clutter with one smart, secure intranet-based solution.
From loan processing to internal IT requests, our form builder helps you capture the right information, route it to the right people, and keep everything audit-ready.
Purpose-Built for Financial Services
- Design custom forms with dropdowns, file uploads, and logic rules
- Use templates for IT tickets, compliance reporting, HR requests, and more
- Apply visibility and access by department, title, or branch
- Save time with pre-filled user and date fields
Automated Routing and Notifications
Send each form submission where it needs to go - based on job role, form type, or user input. Notify reviewers, archive responses, and log completions with zero manual work.
Compliance Comes Standard
Form access, edits, and submissions are fully logged. You'll know who submitted what and when - with export options for every audit or review.
