# FORMSAFE Reviews
**Vendor:** FORMSAFE  
**Category:** [Digital Customer Onboarding Software](https://www.g2.com/categories/digital-customer-onboarding)
## About FORMSAFE
FormSafe is an automated customer onboarding platform. Credit applications, approvals, automations and workflows are handled through the FormSafe portal and shared with prospects via secure forms. Credit references are automatically sent, collected and tracked. Automations are customizable based on specific business preferences. FormSafe allows you to focus on selling your product, not chasing onboarding and credit approval paperwork.






- [View FORMSAFE pricing details and edition comparison](https://www.g2.com/products/formsafe/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-23+13%3A57%3A12+-0500&secure%5Bsession_id%5D=4c136e1e-b63d-48c3-920b-30f799cee791&secure%5Btoken%5D=599d8e7d14ac9ad15f5afe7a73cf87e5a171d0e1f14b6f860bf87224541bcc85&format=llm_user)

## FORMSAFE Features
**Process Automation**
- Onboarding Flow Management
- E-Signature
- Data Capture
- Auto-Capture

**Identity Verification**
- ID Scanning
- KYC
- Credit Check

**Agentic AI -  Digital Customer Onboarding**
- Decision Making

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