Workflow Automation

Strategy

  • 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

Automate

  • 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.

Optimize

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

Development

  • Share your experiences and contribute to future development

CU Forms Ltd

CU Forms Ltd can speed up your applications process, save staff time and improve the customer experience.

 

 


Contact CU Forms.

Address

CU Forms Ltd

52 Abbey Road

Doncaster

DN7 4LG

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