Create custom digital forms with easy navigation for data capture, application completion, and document preparation for auto-loan financing, invoice factoring, and private debt.
Streamline insurance application processes to expedite insurance quotes and finalize policies for your customers. Improve efficiency, reduce friction, and secure the best rates.
Investor Know Your Customer (KYC) and Suitability forms to help manage new client account forms and client renewals for retail, high net worth, and institutional investors.
Automate new listings and sales documents with real-time data collection, document generation, and eSignature capture in a fully integrated and secure end-to-end workflow.
Implement highly automated vendor management procedures including vendor risk assessment questionnaires, cybersecurity reviews, and compliance certification.
Develop digital workflows that simplify data collection from students, improve student engagement, and streamline review processes across faculties and departments.
Start with your existing PDF documents — investor account applications, insurance forms, or loan agreements. Use our intuitive interface to define required fields, conditional logic, and signer roles. Map input fields to the original PDF using our AI-assisted layout engine
FormIQ digitizes your onboarding process, guiding clients step-by-step with mobile-friendly, dynamic forms. Information is validated in real time — no more missing data or errors. Collected data is populated directly into the original PDF with precision formatting.
Trigger multi-signer workflows with customizable approval routing. Collect signatures from clients, advisors, compliance officers — all with full audit trails and secure timestamping. Get full visibility into every form’s lifecycle. Approve, reject, or request edits — all from one centralized dashboard.
Streamline your data collection with powerful Smart Forms. Quick, easy, and no coding required.
Generate complete, error-free Intelligent Documents in seconds. Fully automated and highly flexible.
Eliminate wet signatures from your processes. Collect digital signatures on any device.