The advanced capability complex forms demand.

Review steps between submission and delivery: "for office use only" content visible to your team but never the applicant, complex routing rules, and two-step approval where policy demands it.

Send part of a form to another party — an adviser, employer or director — to complete or verify their section. The workflow continues automatically when it comes back.

Electronic signing built into the journey, with multi-signer support. The workflow waits for every signature, then carries on — no chasing documents between systems.

Prefill forms manually, via API, or by bulk import from file — generate hundreds of prefilled requests at once, so respondents confirm what you already know instead of re-keying it.

Notify your systems the moment key events happen — submission, approval, delivery — so downstream processes start immediately rather than on the next polling cycle.

A powerful mapping schema transforms submissions into exactly the shape your systems expect — rename, restructure, combine and compute, without custom code on your side.

Split long journeys into stages that submit independently — capture the essentials up front, start processing, and bring applicants back to complete the rest.

Failed deliveries retry automatically, and every integration attempt is logged with detailed exception reporting — nothing disappears silently between systems.

Generate polished Word and PDF documents from your templates using document tags — application packs, agreements and confirmations, delivered alongside the structured data.

Serve forms from your own domain with your logos, colours and SSL — customers never leave your world, and trust never breaks at the address bar.

Scheduled reminders chase incomplete forms, outstanding third-party sections and pending signatures automatically — applications keep moving without manual follow-up.

A full REST API with Swagger documentation and an open-source .NET SDK — create requests, retrieve documents and automate everything the portal can do.

Smart digital forms, expert implementation and seamless integrations — for regulated businesses that need more than a basic form builder.