Flex Forms

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.

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• Create and start using your own form in minutes
• Customizable layouts
• Track form by status
• Create more complex forms with Form Steps
• Get notified of form updates and changes
• Accept digital customer and employee signatures

Sample Form Ideas

Below is just a small sample of forms our customers have created to simplify their every day tasks and processes.

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• Accident Report
• Address Change
• Beneficial Ownership Certification
• Account Worksheets
• Customer Complaint Log
• Debit Card Disputes
• Hold Form
• Suspicious Activity Form
• Time Off Request

• Debit Card Replacement
• Instant Issue Request
• Stop Payment Request
• Appraisal Requests
• Company Event RSVP
• Overdraft Refund Approval
• IT Morning Checklist
• HMDA Data Collection
• ...and anything else you can think of!

Form Reports

With every Flex Form you create, you get a corresponding report to easily see completed and pending forms.

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• 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.

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• 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 set up customized processes for form tracking and approvals.

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• Custom 'Complete' and 'Pending' statuses
• Select the eligible users or groups that can change the status
• Allow forms to be sent to an individual or group

Signatures

Sign, without printing. BNControl supports electronic signatures on Flex Forms.