Flex Forms
Streamline any process.
Build custom digital forms in minutes. Replace paper, PDFs, and email chains.
Create Any Form
Replace PDFs, emails, and paper forms with a simple Flex Form for much easier tracking and management. Flex Forms bring a whole new level of efficiency to your Financial Institution. Create forms to help automate and track processes from start to end.
- Create and start using your own form in minutes
- Customizable layouts
- Track form by status
- Create custom workflows with Form Steps
- Get notified of form updates and changes
- Accept digital customer and employee signatures
Intuitive Form Builder
Build professional forms in minutes. No technical expertise required - add fields, arrange them, and the form is ready to use.
- Easily add standard or custom fields
- Text, dropdowns, checkboxes, date pickers, and more
- Pre-built templates to get started quickly
- Hide internal-use fields for back-office workflows
- Reorder fields, add headers, and customize layout
Form Steps & Workflows
Route forms through your organization using multi-step workflows. Each step can be completed by the right person or department.
- Create multi-step approval workflows
- Route forms to specific users or groups
- Notifications at each step of the process
- Track progress with built-in reporting
- Send forms back to previous steps for review or correction
Sample Forms
Below is just a small sample of forms our customers have created to simplify their everyday tasks and processes.
Operations
- Account Worksheets
- Address Change
- Debit Card Disputes
- Debit Card Replacement
- Hold Form
- Overdraft Refund Approval
- Stop Payment Request
Lending
- Appraisal Requests
- HMDA Data Collection
- Instant Issue Request
- Loan Exception Request
- Rate Lock Request
Compliance
- Beneficial Ownership Certification
- CIP Verification
- CTR Documentation
- Customer Complaint Log
- Suspicious Activity Form
Human Resources
- Accident Report
- Company Event RSVP
- Employee Feedback Form
- New Hire Onboarding Checklist
- Time Off Request
Information Technology
- Access Request
- Equipment Request
- Incident Report
- IT Morning Checklist
- Software Installation Request
And More...
- Board Resolution
- Branch Cash Count
- Marketing Request
- Vendor Evaluation
- ...anything you can think of!
Form Reports
With every Flex Form you create, you get a corresponding report to easily see completed and pending forms.
- Search for forms by date range
- Filter by status, form type, and more
- Re-print, edit, or delete forms
- Export to CSV and PDF
Notifications
Communication is key. Set up form notifications to make sure everyone stays connected and informed during the process.
- Get notified when a status changes
- Send notification emails when a form is submitted
- Send forms back to the original user for correction
Form Statuses
Use form statuses to manage form tracking and approvals.
- Custom "Complete" and "Pending" statuses
- Control which users or groups can change a form's status
- Send forms to specific individuals or groups
Signatures
Sign, without printing. BNControl supports electronic signatures on Flex Forms, helping you eliminate paper-based bottlenecks in your processes.
- Capture multiple signatures on a single form
- Support for both customer and employee signatures
- Automatic date and time stamps
- Signatures are securely stored with the form
Save Time
Replace slow, manual processes with streamlined digital forms. What used to take days of back-and-forth emails now happens in a single, trackable workflow.
Eliminate Paper
Go paperless with digital forms that are easy to complete, impossible to lose, and always legible. Store everything securely in one searchable location.
Stay Audit-Ready
Every form is tracked, timestamped, and searchable. Find exactly what you need in seconds, whether for audits, research, or daily operations.
Are you ready for a demo?
There's nothing like seeing it for yourself and we're excited to show you how BNControl can benefit your organization in so many ways.