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Workplace Automation

How We Help

Resources are tight and already stretched thin.  Members are expecting more.  The competition is getting stiffer.

Workplace Automation is your answer.

Having your forms interactive on-line makes the new account and loan process easier for your members.  It empowers your new accounts and loan teams to be more responsive.

Fast efficient service is what your members expect and having on-line forms allows you to deliver.

Regardless of the age of your website and the platform it is built on, we can work with you to add interactive, on-line forms.

Ask us how Workplace Automation can work for you!


We can integrate your account & loan forms into your existing website.  If you have a website in WordPress we can add our forms automation tool to the admin section of your WordPress site.


We can provide a custom website that integrates online forms with navigation features.  Your custom website also improves the ability of your marketing team communications to target and direct members effectively, efficiently.

Design Your Message

Our Workforce Automation content management system is easy to use.  It offers you and your marketing team the ability to more effectively communicate.

  • Easy to Add Web Pages
  • Blog Posts
  • Form Automation
  • Pop-up Emergency Messaging
  • 3rd party Redirections (as needed)
  • Services Management
  • Loan rate Management
  • Staff Access Role Management

We also offer design services so we can get you started.