IndyForms for Financial Services Professionals
Fast-track client onboarding and ditch the paper trail.
Mortgage brokers, financial planners, insurance advisors, and fund managers—say goodbye to clunky PDFs, scanned signatures, and clients who ghost halfway through. IndyForms gives you digital, mobile-friendly forms that automate client onboarding, agreements, and fact finds, all while keeping you compliant and looking sharp.
Digitise everything: client agreements, fact finds, disclosures & more…
- Mortgage brokers: Streamline your fact find process.
- Insurance advisors: Capture policy preferences and risk profiles.
- Wealth managers: Collect investment preferences, signatures, and compliance docs.
- Financial advisers: Automate annual review updates and file notes.
- Accountants: Gather EOFY declarations, director resolutions, and client authorities without email ping-pong.
Smart tools = smarter business
- QR codes for in-office signage or event capture
- Custom branding to keep it professional
- Reminders & due dates so you never follow up twice
- Digital signatures built-in – no extra app needed
- Payment-ready forms with Stripe – collect payments directly from the form
Why finance professionals choose IndyForms
Faster onboarding = more deals closed
Send a link, share a QR code, or embed a form on your site. Clients complete their agreements and info on mobile—anywhere, anytime. Auto-reminders keep things moving, no manual chasing.
Secure, compliant, and audit-ready
ISO 27001 certified for information security. Tamper-proof logs, version control, digital signatures. Store all documentation securely in one place—no digging through inboxes.
100% mobile-first forms your clients won’t hate
Designed to feel like a conversation, not a chore. Drag-and-drop templates for quick customisation. Pre-fill with known info for returning clients.
Automate boring admin
Set up conditional logic (e.g. if “Self-Employed”, show ABN field). Trigger workflows to assign follow-up tasks or notify advisors. Export client data or sync to your CRM with integrations.
Try it free for 30 days
Give IndyForms a spin and see how fast, seamless, and non-boring client onboarding can be. No credit card, no contracts—just powerful form magic made for financial professionals.