Forma
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For Australian mortgage brokers

Collect and fill forms instantly.

Never double handle client data again. Forma automates the collection, signing and portal-filling for your mortgage applications.

Book a demo Watch the 2-minute tour
Australian-hosted · bank-grade security · works with Finsure, LMG, AFG, Connective & ApplyOnline
Like magic

Auto-fill forms with customer data

Forma's browser assistant securely uploads client data straight into ApplyOnline, or any Bank portal.

  • Uploads the supporting documents, not just the fields
  • One click on the whole application, and the copy-paste is gone
applyonline.com.au
ApplyOnline · Commonwealth Bank
First name
Sarah
Last name
Chen
Employment
Full-time PAYG
Gross income
$98,400
Payslips_Chen.pdf · Bank_statements.pdf
2 documents attached
Uploaded
Forma · Autofill
Fill from collected data
SC
Sarah & James Chen
All items collected
Ready
Works with any portal
FinsureFinsure
LMGLMG
AFGAFG
ConnectiveConnective
ApplyOnlineApplyOnline

How it works

Forma connects to your client conversations, collects and chases the paperwork, generates and signs the compliance pack, then auto-fills the portal.

1
Connect

Automatic fact-finding from your conversations

Forma reads the conversation, understands the deal, and pre-builds the collection list for you.

  • Connects to where your conversations already happen.
  • Understands your clients needs
  • You stay in control. Review before it goes out.

Coming from Middle? Import your in-flight clients in one click.

6 signals found
Collection request
Chen application · drafted from your call
AI draft
Photo ID
Driver licence · both applicants
Standard
Gift letter & funds evidence
“parents are gifting part of the deposit”
From call
Car loan statement
“about $12k left on it”
From call
8 items · drafted from your call Ready for your review
2
Collect

We collect and chase, not you

Forma sends the list to your client with secure upload links, then follows up to close the loop.

  • One secure link for the client to upload documents.
  • Automatic reminders chase anything outstanding.
  • Stored and organised in the cloud.
Sarah & James Chen · Collection
6 of 8 items in · Forma is chasing the rest
75%
Photo ID · both applicants
Uploaded & verified
In
Payslips & bank statements
4 files · income verified
In
Gift letter & funds evidence
Reminder sent · SMS + email
Chasing
Next auto-reminder in 24h 2 items outstanding
3
Auto-fill

Never fill a portal form again

Forma extracts the client data and allows you to fill any lender or aggregator portal with a single click.

  • Rich data extracted from every uploaded document.
  • Fills any web portal — even ones it's never seen.
  • Supports secure file uploads.
portal.anz.com.au
ANZ Broker Portal · Applicant details
Applicant ABN
24 631 902 118
Forma · autofill
24 631 902 118
from BAS_2024.pdf
Fill
Gross annual income
$98,400
Latest income statement (PDF)
Payslip_Chen.pdf
Attached from collected documents
Uploaded
Get your week back

Brokers lose about 25 hours a week to admin. Forma hands it back.

~25 hrs
of admin per broker, per week, handed back
Minutes
to assemble a compliant file, down from two hours
Zero
fields re-keyed by hand into the portal
100%
of the paperwork tracked and audit-logged
Built for trust

Handled with bank-grade security

Forma stores data onshore, moves it encrypted, and logs every action against the deal, so compliance is one less thing to worry about.

Australian-hostedClient data stays onshore
Bank-grade encryptionIn transit and at rest
NCCP & BID-awareAudit-trailed by default
Client-approved sharingConsent on every hand-off
Get started

The paperwork, handled.

Watch Forma take one of your real client files from the first conversation to a lodged application — with nothing re-keyed.

Book a demo Watch the product tour