Better financial decisions start with better relationships.
4orm helps you understand a financial decision before you make it, and helps the firm serving you keep the record of how it was made.
Understand it before you sign it.
Ask 4orm the questions you would rather not ask out loud. It checks who you are dealing with, tells you what to have ready, and stays with you through the whole decision.
Try it →Show your work, without more work.
See which clients are waiting, which files are missing something, and keep the record of how each decision was reached. It builds itself as you go.
Try it →Monday morning, at a mortgage brokerage
with 148 live client files.
This is the reading the principal broker gets before anybody walks in. Not a report anyone had to assemble. It builds itself out of the conversations the firm is already having.
Every stage of every file, and how much of the required record is present. Green means complete enough to reconstruct from the available record.
Seven of the 148. An unanswered client question, a number that stopped matching, a change waiting to be acknowledged. Small things, caught early.
When a complaint or an examination arrives, the story is already assembled. That is the difference between an afternoon and six weeks.
Interactive demonstration · synthetic data