Custom application forms
Create the questions, steps and supporting information needed for each member or loan application.
Origination and Applications
Applications members want to complete.
Custom member and loan application journeys connected to your core and third-party systems through APIs. We remove repeat questions and make every step clear.
Member data prefilledThird-party APIsOptional validation
Personal loan application
Your details
Bank account checkedEmail validatedPostcode found
Connected application journeys
Less typing for members. Better data for your team.
We design each journey around the application, the member and the systems that need to receive the information.
Core data prefill
When connected to the core, known member details appear automatically instead of being requested again.
Third-party connections
Use APIs to send, receive or check information through the systems your credit union already uses.
Optional validation
Include bank account checks, postcode lookup, phone validation and email validation where needed.
Clear mobile experience
Forms are designed for the screens members use, with sensible steps and plain language.
Cleaner submissions
Structured information arrives ready for the credit union to review and action.
Validation when it helps
Catch avoidable errors before submission
Checks can be added to the right points in the journey, helping members correct details while they are still completing the application.
01
Bank account checks
02
Postcode lookup
03
Phone validation
04
Email validation
How it works
A journey built around your systems
01
Connect
Map the core and third-party systems involved in the application.
02
Design
Create the questions, content and steps around what members need.
03
Prefill
Bring in known data and run agreed validation checks at the right time.
04
Submit
Deliver structured application information to the systems and teams that action it.
Questions
What credit unions ask us
Can you connect to our core system?
We work through available APIs and can support a range of core systems. We will assess the connection as part of the application design.
Can existing members have their details filled in?
Yes. Where the core connection provides the data, the journey can prefill known information so members do not have to type it again.
Which validation checks are available?
Options include bank account checks, postcode lookup, phone number validation and email validation.
Can you connect to another application platform?
Yes. We can use APIs to connect the custom front end to third-party origination or loan application systems.
Build an application around your members
Tell us what members are applying for and which systems need to be involved. We will design the journey around both.
Book a free demo