A Critical Tool in Data-Entry Efficiency and Notification Settings for Both Employees and Clients
Brett Horton | TrustRadius Reviewer
February 26, 2020

A Critical Tool in Data-Entry Efficiency and Notification Settings for Both Employees and Clients

Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Cognito Forms

Here at Everlasting Capital we use Cognito Forms daily when sourcing our applications and sorting our data. Cognito Forms really makes our lives significantly easier when managing our data and helping out clients obtain financing in an efficient manner. Without Cognito Forms our data entry procedures would be a mess as there would be major disconnect between our account managers and underwriters.
  • Effective data management.
  • Extensive user accessibility in & out of house.
  • Fewer repetitive email notifications.
  • More accessibility from mobile devices.
  • Our vendors are able to submit all their financing requests effortlessly with our Cognito Forms links we personalize for them.
  • Our clients are able to submit their financing requests much quicker than if they were to call us during and after business hours.
I have also used Docu-sign a bit for similar data entry procedures when submitting applicants for financing and within our CRM. While Docu-sign works excellent, it is not as efficient as Cognito Forms and can prolong daily tasks creating some disconnect. Docu-sign is more useful for other tasks while Cognito Forms is pretty self-explanatory with its reports, data entry tasks, application submissions, and notification settings.
  • Customer Surveys
  • Research Studies
If a colleague was looking to minimize data entry expenses and find a platform where clients can seamlessly submit their requests directly, I would highly recommend Cognito Forms. Especially for a financing services company that sources applications to many different banks daily, a program that minimizes our information input is crucial in effectively maintaining all of our tasks. Submitting applications would be substantially more difficult without Cognito Forms as we would have to docu-sign all the information which takes a bit longer.

Cognito Forms Feature Ratings

Survey templates
10
Themes
10
Custom logo/branding
10
Question design help
Not Rated
Multiple question types
9
Survey logic flexibility
7
Response tracking
10
Data export
10
Standard reports
10
Custom reports
10
Analytics
10
Vendor-offered crowdsourcing
10
Respondent restrictions
10
Access controls
Not Rated
Compliance
Not Rated