Workflow automation


  • Automate your customer communication and internal processes.

  • Design clean, mobile-friendly application and membership forms.

  • Send emails to customers automatically at each stage of the application process to inform them of progress.


  • Obtain credit reference scores automatically on submission, providing applicants with an immediate decision if you wish.

  • Issue electronic credit agreements for your customers to sign online, completing the application, approval and payment process in minutes or hours instead of days.


  • If your back office systems provides the facility, create your membership and application records automatically on approval


  • Share your experiences and contribute to the future design through our support team and blog


  • With Google analytics and alternate form design, test your users responses to gain a better insight into your customers journey