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Finance, Insurance & Real Estate Mobile Apps and Forms

Mobile data collection applications for businesses involved in providing finance, insurance and real estate related services and products.

Great for organizations engaged in:

  • Banking
  • Consumer and Commercial Lending
  • Money Management
  • Property & Casualty Insurance
  • Auto Insurance
  • Appraisals
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App Name

Universal Residential Loan Application

Creator: Form Universe
  • Currently 0.0/5 Stars.
This application captures all information needed to process a mortgage loan. It is designed to be completed by the applicant(s) with the Lender's assistance. This application captures the borrower/co-borrower signatures as well as optional information for government monitoring purposes.
Categories: Finance, Insurance & Real Estate
English | Added on: 11/01/2010
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App Name

Real Estate - House Shopping

Creator: Team Canvas
  • Currently 0.0/5 Stars.
This form records information about a house currently on sale, keeping details about basic details of the house for a potential buyer. This includes among other things the location of the house and its sale price. This form also includes the capability to store photos of the house's exterior portions...
Categories: Personal Property, Finance, Insurance & Real Estate
English | Added on: 07/22/2009
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App Name

Real Estate Prospect Cards - Deluxe D146

Creator: Deluxe Corp.
  • Currently 0.0/5 Stars.
Easily match prospects to properties — right on your smartphone — with this handy new app designed specifically for Real Estate Professionals.

Want a paper version of this form? ...
Categories: Finance, Insurance & Real Estate
English | Added on: 07/20/2011
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App Name

Cash Receipt - Deluxe 693T

Creator: Deluxe Corp.
  • Currently 0.0/5 Stars.
Make it easy to write up and record cash payments. This App documents payment, payment method and account balance - all from your SmartPhone.

Want a paper version of this form? ...
Categories: Finance, Insurance & Real Estate, Material & Asset Management
English | Added on: 10/25/2010
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App Name

Money/Rent Receipt Book - adams SC1182

Creator: adams
  • Currently 0.0/5 Stars.
Make it easy to write up and record cash payments, including Rent. This App documents payment, payment method and account balance - all from your SmartPhone.
Categories: Personal Property, Education, Finance, Insurance & Real Estate
English | Added on: 08/30/2011
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App Name

Residential Lease Agreement (Individual to Individ

Creator: Formville
  • Currently 0.0/5 Stars.
When you rent residential property, whether it's a house or one of a hundred apartments, it's vital that you have a well-prepared lease agreement in place. Having written lease agreements will help avoid confusion and provide evidence and guidance in case of disputes. Our residential lease agreement ...
Categories: Finance, Insurance & Real Estate
English | Added on: 11/27/2010
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App Name

Paper Check Collection

Creator: From the CEO
  • Currently 0.0/5 Stars.
This is a draft application for collecting information on a paper check to get back to a head office be entered into a system for processing. You can collect all the key information on a check and even take a picture of the check. Add up the total amount of checks collected as well.
Categories: Finance, Insurance & Real Estate, Route Accounting
English | Added on: 05/27/2010
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App Name

Easy-Copy Business Budget

Creator: Formville
  • Currently 0.0/5 Stars.
Planning and tracking your cash is vital to keeping your business running. Whether you are planning the next month or the next year, record your plans with our budget form. Includes sections for projecting both the income and expense portions of your budget. There are multiple categories for each sec...
Categories: Finance, Insurance & Real Estate, Sales Force Automation
English | Added on: 11/06/2010
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App Name

Basic Release Form (Organization to Individual)

Creator: Formville
  • Currently 0.0/5 Stars.
When you want to document the end of an obligation you need a release. Whether it's a liability release, such as an agreement not to sue for damages, or the release of a claim or lien, our basic release form is the place to start. Make sure to check the applicable laws to make sure you are using the ...
Categories: Personal Insurance & Finance, Finance, Insurance & Real Estate
English | Added on: 11/28/2010
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App Name

Investment Advisor Contact Form

Creator: Forms to Apps Team
  • Currently 0.7/5 Stars.
This two-screen form allows investment advisors to sign up new prospects. It collects the personal information and investment history of customers, and invites them to give feedback about the quality of service.
Categories: Finance, Insurance & Real Estate, Sales Force Automation
English | Added on: 09/28/2009
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App Name

Cash Receipt AA-508: A-Team 8030

Creator: A-Team Products Inc.
  • Currently 0.0/5 Stars.
A cash receipt form perfect for any industry. Provided as proof of payment, or payment received.

Want a paper version of this form? Please Click Here!
Categories: Finance, Insurance & Real Estate, Sales Force Automation
English | Added on: 03/14/2011
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App Name

Basic Sales Receipt

Creator: Formville
  • Currently 0.0/5 Stars.
Designed for use with the sale of physical goods. Includes customer and payment info, an itemized order area, and automated amount, tax, and total fields.

Want to download the PDF or Excel version of this form from Formville? Please ...
Categories: Finance, Insurance & Real Estate, Sales Force Automation
English | Added on: 11/27/2010
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App Name

Debit and Credit Memo

Creator: Formville
  • Currently 0.0/5 Stars.
This form can serve as a return slip, invoice, or adjustment of any kind for billing accounts. Includes shipping and order information, space for itemized adjustments, services, payments, or merchandise, and total debit or credit amount.


Want to download a PDF or Excel version of th...
Categories: Finance, Insurance & Real Estate
English | Added on: 11/13/2010
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App Name

Transaction Register

Creator: Formville
  • Currently 0.0/5 Stars.
Need to know what money is coming and going in your business? Our transaction register form can help. Keep track of what money is being spent, where, and for what. Our transaction register includes columns for the date of teh transaction, a description, the amount spent, an expense or income category...
Categories: Finance, Insurance & Real Estate, Sales Force Automation
English | Added on: 11/06/2010
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App Name

Health Care Insurance

Creator: Canvas - Latin America
  • Currently 0.0/5 Stars.
This health care insurance mobile app collects insurance holder and spouse employment situation.

There are five screens for the application: employment status, other health insurance, Medicare, authorization and signature. It collects basic patient information, patient employment informat...
Categories: Finance, Insurance & Real Estate, Healthcare & Life Sciences
English | Added on: 06/08/2010
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App Name

Experian Credit Report

Creator: From the CEO
  • Currently 0.8/5 Stars.
A sample credit report form used by customers of Experian who are looking for their personal credit report.
Categories: Personal Insurance & Finance, Finance, Insurance & Real Estate
English | Added on: 11/06/2009
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App Name

Roost.COM (Real Estate Survey)

Creator: From the CEO
  • Currently 0.6/5 Stars.
This survey is aimed at potential buyers of a house. The survey asks for their opinion on a house, based on a 1-5 scale, which can then be aggregated to serve as a measure of the house's salability and overall condition. The form also allows for photos of the house to be attached to the survey, which...
Categories: Finance, Insurance & Real Estate, Inspections & Surveys
English | Added on: 10/02/2009
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App Name

Credit Card Application

Creator: From the CEO
  • Currently 0.9/5 Stars.
This mobile application provides a credit card application used by a HVAC company - for their clients to sign up for a VISA. However, this application provides a base for any company wishing to use a credit card application mobile business app and hopes to customize for their specific customers' need...
Categories: Finance, Insurance & Real Estate, Service Industry
English | Added on: 07/15/2009
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App Name

Business Valuation Checklist - Checklist.com

Creator: Checklist.com
  • Currently 0.0/5 Stars.
This app helps ensure you are covering all pertinent areas related to company valuation. Any item not checked should be revisited as they are critical to a thorough evaluation. Covers Financial Information, Market Information, Information Analysis, Factors Affecting Value and Selecting a Valuation Me...
Categories: Finance, Insurance & Real Estate
English | Added on: 11/02/2011
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App Name

EFT (Electronic Funds Transfer) Authorization Form

Creator: Form Universe
  • Currently 0.0/5 Stars.
This application allows employers or other individuals to capture bank information from an employee to direct deposit funds into their bank account. Additionally, this application allows a user with a camera enabled smart phone to embed a picture of the voided check into the application thereby elim...
Categories: Finance, Insurance & Real Estate, Human Resources & Time Management
English | Added on: 10/26/2010
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New to Canvas?

Canvas allows you to create data collection applications for your Android, BlackBerry, iPhone, iPad, Windows Phone, Netbook or personal computer. Click on any of the apps in our store, get it sent to your device and then start using Canvas to collect key information. You can then access, download or integrate your data collected... quickly and easily.
See How It Works
Watch an overview video

Featured Apps

App Name
Credit Card Application
  • Currently 0.9/5 Stars.
App Name
Daily Cash Report
  • Currently 0.7/5 Stars.
App Name
Investment Advisor Contact Form
  • Currently 0.7/5 Stars.
App Name
Cash Receipt - Deluxe 693T
  • Currently 0.0/5 Stars.
App Name
Credit Memo
  • Currently 0.0/5 Stars.
App Name
Debit and Credit Memo
  • Currently 0.0/5 Stars.
App Name
Debit Memo
  • Currently 0.0/5 Stars.