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eForm performs at its best as a digital form for financial service & governmental use. It’s a solution that is Integrated to your partnered merchant platforms, eForm provides detailed registration / request form for accelerated inquiry process.

eForm makes it possible for you, to answer costumers needs in processing their request of:

  • Securities Investment
  • Mutual Fund
  • Credit Payment
  • Insurance
  • eGovernment Forms
  • Other detailed applications / registrations
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What is eForm?

support of our eForm platform

Customers can now easily apply for credit request as easy as buying clothes in the eCommerce website. eForm is built to help your verification team provide the customer needs while upgrading your operational system from the conventional method —with so many steps— to a simple method that will save you so many hours.

eForm helps in processing registration & requests of anything that your customer applies. For example a credit payment request can be helped from your merchant partners (eCommerce, retail store, etc.) or even integrating your mutual fund business to your selling agents.

With the support of our eForm platform, your team of

  • Agent / Account Executive
  • Marketing Support
  • Phone Verificator
  • Approver / Credit Analyst

can manage the application requests and engage with customers. Using a mobile app as well as backend software to keep the application process on track.

What would you get by purchasing this product?

Here is the detailed feature for your Agent / Account Executive

eForm - Application Management (Mobile-Based)


Application Management (Mobile-Based)

For your front liners, eForm has the best feature to help you in handling every application that you have received. The system is connecting your front-end staff and back-end staffs in real time. If there’s something wrong with the application request, verification team can inform the Agent / Account Executive directly to retake the photo and edit customer data.

Beside these two features, Application Management also helps you with:

  • Making appointment with the customer
    (through compatible apps)
  • Sending the completed data onto Marketing Support and / or Phone Verificator


New Application Form

eForm - Application Management (Mobile-Based) 01

Fill in customer’s application only with the help of your smartphone app and camera. When the customer got a green light, eForm can save both of your customer and the team’s time with digital signature feature that is connected with the rest of the verification team.

Here is the detailed feature for your Marketing Support

eForm Marketing Support - Application Detail


Application Detail

Helps Marketing Support to monitor application list and inspect the detail, such as:

  • Customer data
  • Company data
  • Spouse data
  • Supplier info
  • etc.

Detailed info does not only help Marketing Support in checking the customer background, it will also help the whole team to analyze the suitability of a customer, so their application can be continued to the next process.


Application Management (Web-Based)

Backend platform helps Marketing Support to filter every application request that has been sent by Agent / Account Execs. There are three simple buttons:

  • Retake photo
  • Assign edit
  • Print

This functions will ease the process of making decision to move the process to the Phone Verificator, or return it back to the Agent / Account Executives if there was some incomplete data and bad-quality photos.

eForm Marketing Support - Application Management (Web-Based)
eForm Marketing Support - Application Management Web-Based


Application Report

Our system helps to manage and analyze every single credit application that has been received. The data will be served as table and chart data, so it will feel a lot simpler to be projected.

Here is the detailed features you will get as an Phone Verificator

eForm Phone Verificator New / Old Applicant


New / Old Applicant

As Phone Verificator received the confirmation from Marketing Support, the process will be continued to the phone verifying process. To save time, verifying process is separated from two option which helps Phone Verificator role to record the applicator as old / new customer.

Here is the detailed features you will get as an Approver / Credit Analyst

eForm Application Approver / Credit Analyst - History



Before confirming the applied requests, history feature will help to make sure that it has completed every stage of evaluating procedure.



Data received from your Phone Verificator will  then continue on by the Approver / Credit Analyst, whether the data is approved or declined. If everything is well and the request is approved, customer will receive a confirmation {such as Purchase Order (PO)}, but if it’s not then the Approver can simply decline the application. As the application is finished and finalized, simply click ‘submit’ button to confirm.


Are you interested to learn more about our product?
You can simply fill our contact form.