Pricing

cuForms Standard :

  • Membership Form, with standard workflow
  • Loan Application Form (new member), with standard workflow
  • Loan Application Form (existing member), with standard workflow
  • Online Credit Agreement  with e-Signature
  • Auto-Generate PDF copies of forms to customers (eg Credit Agreement)
  • Standard email integration – email customers on approve/decline/refer
  • Standard address lookup – populate address from postcode*
  • cuForms Form Designer, to allow:
    • amendments to membership and application forms
    • creation of additional basic forms, without workflow
  • Responsive (mobile-friendly) HTML5 forms engine

 

cuForms Premium – as for cuForms Standard, but with:

  • Custom address lookup – lookup address in custom list – eg housing org properties
  • cuForms Workflow Designer, to allow:
    • amendments to membership and application workflows
    • creation of additional forms, with custom workflow
    • support for partner organisations within workflow (eg referrals from housing orgs)
    • custom email integration – email customers at any point in workflow
    • 2-way SMS integration*

 

Optional plug-ins (can be used with Standard or Premium version):

  • CallCredit API*
    • get credit scoring data from CallCredit in real-time
    • use credit scores to auto-approve/decline/refer loan applications
  • FOCUS API*
    • auto-create new members in FOCUS system
    • auto-create new loans in FOCUS system
    • pre-populate application forms for existing members via FOCUS web portal

* 3rd party per-transaction charges apply

 

Please contact us for detailed pricing options

 

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