Step 1: Send a Secure Link
Once integrated with your CRM, FormUpdates allows you to send a secure, branded link to your client via text message or email. No login or download required—just click and go.
- CRM-connected
- Fully white-labeled
- Mobile- and desktop-friendly
Step 2: Collect All Required Information
When your client opens the link, they’re guided through a smart form experience that gathers everything needed for:
- New account openings
- Existing account updates
- Full account migrations between service providers
The questions dynamically adjust based on the forms selected and the requirements of each institution—removing guesswork and back-and-forth.
- Tailored data fields
- Built-in form logic
- One form, multiple accounts
Step 3: Auto-Generate Forms & Route for Signature
Based on the completed data, FormUpdates instantly generates pre-filled documents from your selected institutions' latest form templates. These documents are wrapped in a DocuSign envelope for secure electronic signature—without you lifting a finger.
- Accurate every time
- Works across multiple institutions
- Fully compliant & legally binding
Step 4: Securely Store Completed Documents
As soon as your client signs, a copy of all completed and signed documents is automatically and securely stored in the file system of your choice. Whether that’s your internal document management platform, CRM, or cloud-based folder structure—we’ll connect to it.
- No manual uploads
- Flexible storage options
- End-to-end documentation trail
Step 5: Keep Clients Updated
Clients are kept in the loop with automated progress notifications—from submission to completion—so they never wonder, “What’s next?”
- Email and SMS updates
- Customizable notifications
- Enhanced client experience