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Forms solutions

Customized lending and deposit forms

You use a variety of lending and deposit forms every day. And because regulations are constantly changing, your forms need to be compliant, comprehensive and clear. Plus meet your unique needs.

Our dedicated team takes time to understand your lending and deposit procedures to create customized forms that support your ongoing lending and deposit success.

With PerFORMer solutions, you can focus on growing your business – while we handle the details. And you have peace of mind knowing your forms are compliant. We guarantee it.

PerFORMer: Your forms one stop

  • Consumer lending
  • Multi-featured consumer lending plan
  • Credit card
  • Pre-approved auto drafts
  • Private education
  • Home equity lines of credit
  • Closed-end, second mortgage
  • Membership
  • Deposit
  • Commercial lending
  • Commercial membership and deposit

How you benefit with PerFORMer solutions

Compliance guarantee

All PerFORMer solutions are guaranteed compliant with applicable federal and state disclosure and consumer protection laws including the Truth-in-Lending Act, Truth-in-Savings Act, Expedited Funds Availability Act, Equal Credit Opportunity Act, and the Military Lending Act. Our compliance experts are active in industry trade groups and help ensure your PerFORMer solutions remain compliant by:

  • Keeping you informed of trends and potential regulatory changes
  • Notifying you of legal and regulatory changes impacting your forms
  • Performing regular and extensive legal reviews of your forms

Custom solutions

No matter your unique lending or deposit needs, we can partner with you to create customized forms to fit your needs. We can also build in credit insurance, debt protection, GAP, MBP or other product information.

Smooth implementation

When new forms are introduced to your lending or deposit systems, you can’t afford errors or downtime. Our tenured team provides the necessary technical and development expertise for a smooth implementation.

Ongoing support

Our service and consultative support continues, even after your initial implementation is complete. We stay in touch with your staff to make sure the forms process is running smoothly. With regular touchpoints and easy access to our team, your needs will be met. We take a proactive approach to expanding our suite of options – and making sure existing forms remain compliant. And with the ability to customize loan and deposit forms, you can revise existing forms or create new ones anytime.

Contact info

Existing policy assistance

Please refer to your current statement for contact information.

Let us help protect your members

Start a conversation to learn more about the benefits a strategic relationship with us can provide you and your members.

Contact our sales team

View our forms

Look at samples of our customizable documents     

See sample forms

DOFU 10-2023