Credit Client Fact Find and Assessment Form Mobile App

Core features are free forever

Includes personal information, income details, monthly income and expenses, assets and liabilities, signature capture and more. The app can be used to capture data for either one or two applications. Another helpful app to try is our capture client information form.

Industry: Finance & Insurance General Finance & Insurance

  • Apple
    iPhone, iPad
  • Android
    Android
  • Window
    Windows

Why Customers Love GoCanvas

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Reduces paperwork
Tracks jobs & expenses
Shows real-time data
Affordable plans
How It Works
I’m not a tech guy and I was able to pick this thing up in probably an hour, and actually start to build apps. I’ve done them over lunch when I’ve gotten frustrated with a process that didn’t exist in our company. So for non tech people who’ve got a problem, the support here is awesome and I’d recommend it to anybody, not just in our industry.

Dave Kramer

PennLine Service

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