Case Study: Financial Credit, Inc. achieves rapid, paperless client enrollment with Logiforms

How FCI Improved Client Enrollment with Dynamic Pdf Generation and E-Signatures

Financial Credit, Inc., a debt consolidation and credit counseling firm, faced a slow, paper-heavy client enrollment process that required filling, signing, and faxing multiple PDFs and consumed about 1.5 hours of employee time per application. To streamline onboarding and boost sales-team productivity, they implemented Logiforms' form-building and document automation tools.

Using Logiforms, FCI built multi-page forms with conditional branching, dynamic PDF generation, and Adobe eSign integration to merge documents and collect signatures in real time. The Logiforms solution made enrollment paperless, cut processing time from 1.5 hours to 20 minutes per application, improved the customer experience, and enabled the sales team to close more deals.

Financial Credit, Inc.

Robert Choe

Financial Credit