If you want to steer clear of fraudulent transactions, a bank verification form is a must. This template can be extensively adapted with no need to write code. With the easy drag and drop editor, you have just about every question type at your fingertips: radio buttons, text fields, file uploads, and much more. Once you’ve finalized the content, be sure to personalize the theme with the fonts and colors of your choice.
This bank verification form can be easily shared online. To add to a web page, simply click the Publish button, then copy and paste. You can also send a form link by email or social media with just a few clicks. The form’s responsive layout makes for a frustration-free experience on smaller displays such as smartphones and tablets.
Collect & manage data
The data collected in the bank verification form gets sent to a secure database you can access in your 123 Form Builder dashboard. There you can export any record as a PDF to include with the loan documentation. Another option is to export all records to Excel or CSV for use in your in-house system. You can also integrate the form with a wide variety of file management, marketing, CRM and payment gateway apps.
Reduce processing time and cut down on errors by switching from paper to an online bank verification form. No longer transposing handwritten forms, information will go straight to a database that stores the information, making life that much easier for repeat clients. Finally, position your office to provide faster service by activating submission notifications that alert team members every time there are incoming documents to review.