Banking Document Assembly
If you're collecting banking data such as direct deposit information or check requests, Formstack can help you capture information, populate documents, gather signatures, and manage files.
Loan document preparation can be a lengthy process where customers are required to repeatedly sign, initial, and date documents. Formstack lets you create custom automated loan workflows complete with eSignature collection and secure file storage.
Wealth Management Data
Make sharing finance updates with your clients a breeze. Formstack Documents makes it easy to set triggers that send automated reports and emails with details from accounting software like QuickBooks, Xero, or Wave.