Supercharge Efficiency With

Smarter

Smarter

Smarter

Forms

Generate & Manage Forms Easily for Enhanced Operation

EZforms simplifies form management. You can easily create, edit, share, sign, and organize forms, all in one place. With automated workflows, your team works more efficiently than ever.

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Effortless Form Creation

in Minutes

in Minutes

in Minutes

Create personalized forms that align with your brand in just minutes. From drafting to sending, every step is optimized to save time and eliminate unnecessary complexities, ensuring a seamless experience from start to finish.

Effortless Document Creation

in Minutes

in Minutes

in Minutes

Create personalized documents that align with your brand in just minutes. From drafting to sending, every step is optimized to save time and eliminate unnecessary complexities, ensuring a seamless experience from start to finish.

Visual

Visual

Visual

Editing

Easily drag and drop design elements (e.g., signatures, company logos) for intuitive and efficient document design.

Branding

Branding

Branding

Design

Offers customizable templates and design themes to ensure every document aligns with your brand’s visual style and tone.

Enhanced

User Experience

User Experience

User Experience

Deliver a clear, consistent, and interactive document design, making it easy for recipients to navigate and complete, thereby boosting overall customer satisfaction.

Secure

Secure

Secure

Data Collection

When using online forms, data is securely collected with features like spam filtering, authentication, virus scanning, and encryption, ensuring compliance and protecting customer information.

No-Code

No-Code

No-Code

Workflow Customization

Design custom workflows easily without coding, from data collection to process steps, ensuring the solution fits your institution's specific needs.

Simplify

E-Signatures

E-Signatures

E-Signatures

with Ease

Collecting e-signatures can be quick, secure,and legally binding. Whether on the go or using any device, signing documents is simple, ensuring legal validity with no unnecessary steps.

Track Progress, Gain Insights, and Optimize Workflow

Stay on top of your document workflows with real-time tracking and detailed reporting. By monitoring key metrics, you can pinpoint inefficiencies, gain actionable insights, and make smarter decisions that drive continuous improvement and boost your business performance.

Secure, Compliant, and

Trusted

Trusted

Trusted

Our solution automates KYC and KYB checks, ensuring security and compliance while simplifying form management at every step.

Automated KYC and KYB with Advanced Identity Decisioning

Automate KYC and KYB checks with advanced tools such as facial detection and risk scoring, speeding up account opening while ensuring accuracy and security.

Comprehensive Compliance for Global and Cross-Border Accounts

Effortlessly meet global regulations with built-in tools for OFAC, FinCEN, PEP checks, and form verification, enabling smooth international expansion.

Secure, Compliant, and

Trusted

Trusted

Trusted

Our solution automates KYC and KYB checks, ensuring security and compliance while simplifying document management at every step.

Automated KYC and KYB with Advanced Identity Decisioning

Automate KYC and KYB checks with advanced tools like facial detection and risk scoring, speeding up account opening while ensuring accuracy and security.

Comprehensive Compliance for Global and Cross-Border Accounts

Effortlessly meet global regulations with built-in tools for OFAC, FinCEN, PEP checks, and document verification, enabling smooth international expansion.

Smart

Form Widgets

Form Widgets

Form Widgets

Build powerful, interactive forms with drag-and-drop elements like file uploads, e-signatures, conditional logic, and more.

Data Prefill

Automatically fills in form fields using existing data (e.g., contact or account info) retrieved from a connected CRM or user profile, reducing manual entry and improving accuracy.

Smart Field Display

Dynamically show or hide fields based on user input or selections, creating a personalized and streamlined form experience.

Document Attachment

Allows users to attach documents (e.g., IDs, proofs, contracts) directly within the form interface for secure submission and processing.

E-Signature (Esign)

Provides the ability for users to electronically sign documents or agreements directly within the form, ensuring legal compliance and ease of execution.

Real-Time Photo Capture

Enables users to take and upload a real-time photo using their device camera, useful for identity verification or documentation purposes.

Facial Liveness Detection

Detects whether a live person is in front of the camera rather than a photo or video, enhancing fraud prevention during identity verification.

AI Demographic Recognition

Uses AI to estimate a user's age and gender based on a facial image, supporting demographic analysis or pre-qualification processes.

Address Information Associative Input

Suggests and auto-fills address fields based on partial input, using postal or mapping services, to ensure accuracy and consistency.

Bank Connect & Transfer

Integrates with banking APIs to enable users to securely connect their bank account and perform direct fund transfers within the form.

How Teams

Use EZforms

Use EZforms

Use EZforms

Explore real-world workflows powered by smart forms.

Personalized Proposals for Quick Client Engagement

Sales teams use the system to quickly generate personalized proposals. It auto fills relevant information, allowing them to focus on content strategy. This simplifies creation, accelerates negotiations, and promotes successful collaborations.

Automated Forms for Enhanced Accuracy in Data Collection

HR teams can auto generate forms for onboarding/registration on the form management platform while tracking data collection. The system ensures form accuracy and timely completion, avoiding omissions and enhancing data collection efficiency.

Customizable Multi-Form Workflows for Streamlined Onboarding

Banks can customize account opening by automating personal details, form verification, and e-signatures within a single web form. This ensures a smooth, efficient, and compliant onboarding experience with minimal manual tasks.

Build loan application forms with ease

A credit union can create a web-based loan application form to collect essential member information - like employment details, income, and loan purpose - while automating document uploads and e-signature collection to streamline the approval process.

Streamlined Order Form Management for Efficient Sales Operations

Sales teams can create and manage order forms, integrating product details, pricing, and customer preferences. The system automates order tracking, reducing manual errors and speeding up fulfillment, enhancing operational efficiency and improving customer experience.

Efficient Digital Account Opening for Increased Customer Retention

Banks can streamline account opening with our solution, offering secure, user-friendly online forms. Automated data collection, verification, and storage ensure security and speed, reducing abandonment rates and simplifying the process.

Automated Approval Workflows for Accelerated Decision-Making

Marketing teams can speed up form approvals and signings via automated approval workflows. The system distributes requests, tracks revisions, reduces manual caused delays/errors, improves transparency, and lets teams focus on core tasks to boost efficiency.

Sign Forms Anytime, Anywhere

Consultants can share forms for clients' digital signatures, no need for printing or scanning. This streamlined process boosts communication efficiency, speeds up contract completion, and increases convenience for both.