Onboarding Workflow Engine
Build and Run Onboarding Flows Across Teams
FormIQ’s Onboarding Engine gives you a visual way to design how clients, investors, and borrowers move from first touch to approval. Forms, reviews, signatures, and hand-offs between departments are all coordinated in one place instead of spread across email and spreadsheets.
- Drag-and-drop states to lay out your onboarding journey.
- Route cases differently based on product, geography, or risk profile.
- See where every application sits and who owns the next action.
Smart Forms
Transform Your Manual Forms into Smart Digital Solutions
FormIQ's Smart Forms feature enables you to create dynamic, interactive digital forms that adapt to user input, reducing errors and streamlining data collection. From simple submission forms to complex applications, our Smart Forms empower you to collect accurate information efficiently and improve the overall user experience.
Key Features:
- Dynamic Form Fields: Customize forms with conditional logic and dynamic field validation for a personalized user experience.
- Automated Data Validation: Ensure data accuracy and completeness with built-in validation rules and error messages.
- Seamless Integration: Integrate forms with your existing systems and applications for streamlined data transfer and workflow automation.
KYC, AML & Customer Due Diligence
Turn KYC into a Guided, Tackable Process
FormIQ weaves KYC, AML, and CDD steps directly into the onboarding experience. Data collection, ID checks, document requests, and approvals all live inside the same workflow so compliance and front-office teams work from a single record.
- Add KYC and AML questions to digital forms with required fields and logic.
- Plug in identity and document verification providers as workflow steps.
- Keep outcomes, comments, and risk decisions attached to each onboarding case.
Intelligent Docs
Create Professional Documents in Minutes, Not Hours
FormIQ's Intelligent Documents feature allows you to generate professional-looking documents quickly and easily, saving you time and effort. From new account forms and application forms to agreements and contracts, our intuitive document generation capability enables you to create customized documents to meet your business needs.
Key Features:
- Customizable Templates: Choose from a variety of pre-designed templates or create your own to match your branding and style.
- Merge Fields: Populate documents with dynamic data fields, pulling information from your database or CRM system automatically.
- Version Control: Maintain document consistency and track changes with version control and revision history features.
Compliance & Audit Trails
Every Onboarding Step, Captured and Time-Stamped
For regulated organizations, FormIQ records what happened in onboarding and when it happened. Reviews, decisions, generated documents, and signatures are logged automatically so compliance teams can reconstruct any case without digging through inboxes.
- Maintain a chronological activity history for every onboarding flow.
- Store signed documents and system actions with clear user attribution.
- Export evidence packages when auditors, regulators, or internal teams need them.
Electronic Signature
Say Goodbye to Paperwork and Hello to Efficiency
With FormIQ's Electronic Signature feature, you can securely sign and send documents digitally, eliminating the need for emailing PDFs or printing, scanning, and mailing. Our intuitive interface makes it easy for you and your clients to sign documents from anywhere, on any device, ensuring seamless collaboration and faster decision-making.
Key Features:
- Secure E-Signatures: Ensure document integrity with legally binding electronic signatures.
- Easy-to-Use Interface: Simplify the signing process for you and your clients with our user-friendly interface.
- Audit Trail: Track document history and monitor signature activities for compliance and security purposes.
Developer API
Unlock Endless Possibilities with Our Developer-Friendly API
FormIQ's Developer API provides developers with the tools and resources they need to integrate our platform seamlessly into their applications and workflows. With access to our robust API documentation and SDKs, developers can customize and extend FormIQ's functionality to suit their unique requirements and build powerful, integrated solutions.
Key Features:
- RESTful API: Build custom integrations and automate workflows with our RESTful API endpoints.
- SDKs and Libraries: Access our SDKs and client libraries for popular programming languages to accelerate development.
- Webhooks: Receive real-time notifications and trigger actions based on events within FormIQ, enhancing workflow automation and responsiveness.