Streamline Client Enrollment and Applications
Packed with features for your financial services company, our platform will change how you process long format applications. We offer customized, dynamic forms that make your clients' user experience straightforward, simple, and secure. In addition, we provide workflow options that help you automate your business' daily operations.
Perfect for Long, Multi-Page Forms
Logiforms is designed to make long multi-page forms faster and easier for your clients to complete. With hide and show logic, conditional branching and our patented save & finish later feature. Where other form software falls short, Logiforms shines. Use conditional logic for co-applicant sections and build unlimited columns to collect creditor and financial information.
PDF Form & Document Generation
Streamline the application process and route the collected data into your existing PDF forms or generate a PDF on-the-fly. You get the best of both worlds. A user-friendly online form, and the results in the PDF hard-copy format you're already using. Use conditional logic and merge multiple PDF documents together with ease.
Switch to e-signatures and say goodbye to printing, signing, scanning and faxing. Our completely secure, electronic signature application will boost the your sales team's efficiency.
Stop going back and forth with your clients to ask for missing information. Use our data validation to get the right information the first time, and ensure data integrity.