Let’s take a look at the platform and feature highlights!
Boost your team's productivity and guide them through the business cycle with full visibility from lead identification to document finalization. This approach helps you evaluate success and offer the right support efficiently.
Get a real-time, comprehensive overview of each client's status in the application process. This feature lets you track their progress at every stage, improving project management and enabling timely, tailored communication with clients.
Our approach uses a user-friendly interface to collect data and automatically fill out various forms, including documents, checklists, and contracts. This method eliminates manual data entry, minimizes errors, and boosts the efficiency and accuracy of document processing.
48% Average time saved per client
Our system lets you quickly update and auto-fill forms when a client's information changes, ensuring their latest status, needs, or preferences are accurately reflected. This saves time, maintains data consistency, and reduces errors for a smoother and more efficient client data management process.
Why are you still using disconnected legacy tools to fill out forms?
Finally a tool that addresses the paperwork problem. BlockForms sets you free from messing with file types, e-mails, and software that has been around since 1993!