Intuitive, Mobile-Optimized Forms
Boost completion rates and eliminate rework by simplifying digital forms. Eliminate pinch and zoom frustrations and provide the very best customer experience by delivering intuitive mobile-optimized forms straight to customers’ cell phones via a text message. Ensure that only required fields are presented, so customers can complete their missing details effortlessly with full data integrity.
How Remote F&I eForms Work
The agent simply sends the customer a text message, which opens a secure room containing the form to be filled. The customer effortlessly completes any missing information on their cell phone in real-time. Updated information is synced with the CRM and the documents are stored securely with a fully time-stamped audit trail.
Customer receives a text message with a link to the form to complete.
Customer fills the required information on their cell phone.
Customer reviews, signs and submits the completed form.
Updated information is synced with the CRM and the forms are stored securely with a fully time-stamped audit trail.
Features & Benefits
Digital Transformation of Forms
Transform the fields in your existing paper and PDF forms into smart fields which are delivered to the customer via an easy-to-fill mobile eForm. Existing customer information can be pre-populated from CRM or by an agent, so that only missing information needs to be completed by the customer.
READ MORE +
Anywhere
With Remote F&I, your customers complete eForms effortlessly straight from their mobile device, wherever they are. By sparing customers the inconvenience of email, snail mail or in-person visits, forms are completed faster- eliminating chasing and rework.
READ MORE +
Synced with Your CRM
Remote F&I eForm solution can be easily integrated into your existing CRM. Two-way data sync ensures that customer information pre-populates form fields and new data collected from customers automatically updates, syncs and enriches customer records. Completed forms are securely stored on CRM with a complete audit trail
READ MORE +
Agent Guided Completion
In-call form completion ensures that customers get the agent guidance they need to complete the forms. This removes any customer confusion, errors, reduces after-call work and boosts first time completion rates.
READ MORE +
Omnichannel Self-Serve
Remote F&I eForms can also be integrated within all your customer touchpoints. Use eForms in your call center, website, IVR, Alexa or in-store POS device so customers complete forms instantly & independently.
READ MORE +
Workflow-Based
Automated dynamic workflows ensure that the correct forms are sent to the customer based on their purchase or service need to avoid human error, reduce non-compliance risk and simplify agent processes.
READ MORE +How Remote F&I's eForm Solution Can Impact Your Business
Accelerate Sales & Service Cycle Times
Instant form-filling shortens cycle times and reduces customer touchpoints. By making it easy and convenient for customers to fill and sign forms, businesses lower the risk of errors and losing prospects during sales processes, increasing close rates and removing customer frustration.
Improve NPS with Smooth Onboarding
Remove the frustration of cumbersome paper and PDF forms that often slow down onboarding processes. Deliver the ease and convenience that your customers expect. With Remote F&I's smart eForms, your customers will no longer need to print forms, fill endless amounts of information, scan and send back via email or snail mail - they can effortlessly complete the required information on-the-go on their favorite device.
Reduce Errors and Aftercall Work
Due to the volume of customer information required on forms, PDF and paper forms can often contain mistakes or incomplete fields due to the customer confusion. These errors requires chasing customers to obtain missing information. With Remote F&I's smart eForms, customers complete their information correctly the first time. Fields can be auto-filled, mandatory fields are easily identified to reduce errors and agents can guide customers in real time to complete forms correctly.
Schedule Your Live Demo
Instant eSignatures, Payments, Document Collection & More.
