S-Forms
Enhancing support and driving a seamless experience.
S-Forms
S-Forms, a key component of Business Tracker on our S-RM SHANE Relationship Manager powered by Salesforce, simplifies and automates document creation. Integrated with Formstack, it enables our agents to generate dynamic, pre-filled forms and documents.
This tool enhances client service while enabling our agents to focus on achieving results. With up-to-date information at their fingertips and seamless DocuSign integration, S-Forms ensures every process is smooth and efficient.
Questions? Answers.
What is S-Forms?
Featured in our S-RM SHANE Relationship Manager powered by Salesforce, S-Forms is an all-in-one platform that enables our team to digitize processes and automate manual work. It helps our agents put energy where it needs to go instead of wasting time on outdated approaches.
