FormIQ Solutions for Financing

---

Loan forms are emailed to clients who must print, fill, scan, and send them back—often incomplete or incorrect. By leveraging customizable digital forms to streamline onboarding workflows, errors and delays can be eliminated for a smoother experience.

Advisors can streamline onboarding workflows by automating notifications and required actions, allowing them to avoid the hassle of chasing borrowers for additional information or signatures across multiple documents.

Internal reviews and sign-offs can delay time-to-fund, especially when documents are misrouted or returned NIGO (Not-In-Good-Order). By leveraging multi-level approvals, organizations can automate business processes to ensure that all necessary information is collected accurately. 

Emailing financial records, IDs, and signatures exposes both the client and lender to privacy risks. By using customizable digital forms, organizations can enhance security and reduce compliance risks.

Storing and retrieving finalized loan packages can be a resource-heavy process, but by leveraging digital workflows, you can introduce enterprise grade security and streamline onboarding workflows.