The Equipment Financing Portal App gives equipment vendors, financing teams, brokers, and business lenders a centralized place to receive financing applications and guidance requests. Applicants can start a financing request, ask for help choosing suitable equipment, and review key details such as equipment type, cost, requested term, business information, contact information, and application status. This app template is well suited to organizations that finance machinery, vehicles, technology, construction equipment, or other business assets. It reduces fragmented communication, keeps request information organized, and creates a convenient self-service experience for prospective borrowers and existing customers.
Jotform makes it easy to adapt this portal to your financing process without writing code. Use the no-code app builder and drag-and-drop interface to update pages, branding, navigation, and application forms. Connected forms support consistent data collection, while tables, notifications, approvals, and other workflow tools can help teams manage each request after it is received. Publish the app with a direct link, share it through a QR code, or embed it in a website so customers can access financing resources from any device. Jotform App Templates also provide a ready-made foundation that can be customized as financing programs, equipment categories, and internal processes change.
Related templates
Easy Mortgage App
With Jotform’s Easy Mortgage App, members of your mortgage loan company can collect client information in the field from their smartphone or tablet — no messy paperwork required! Once the app is downloaded onto each employee’s device, they can submit mortgage loan requests for new clients, help clients request deferrals, or accept formal mortgage loan applications online.Customizing this Easy Mortgage App is, well, easy. Just drag and drop to rearrange the design, add or remove forms, include your logo for a professional touch, and make other design changes with no coding. Share the app with a link to be saved to any device instantly, and your team will be ready to start collecting information through the Easy Mortgage App and storing it in your secure Jotform account.
Go to Category:Finance & Accounting Portal Apps
Simple Accounting App
Looking for an easy and convenient way to manage your accounting clients? With Jotform’s Simple Accounting App, you can create a bookkeeping app that works seamlessly for both you and your clients. Build your app from scratch or pick one of our ready-made app templates to spark your creativity. Add pricing information, contact forms, showcase past client reviews, and more.Customize your Simple Account App with Jotform’s easy-to-use app builder. Use our drag-and-drop app builder to change up the look and feel of your app, add powerful app elements, install helpful app widgets, and integrate with one of our 30+ payment processors, including Stripe and Square to collect fees and payments. Share your customized app via email or embed it directly into your own website. Help your clients reach their finance goals with your very own Simple Accounting App.
Go to Category:Company Portal Apps
Customizable Quick Credit Loan App
Need a quick credit loan app for your business? If your financial institution needs a quick and easy way for customers to apply for a loan to improve their credit, this free Quick Credit Loan App is a great place to start. You can use the app as-is or easily customize it to fit your needs — with no coding required.Add your logo and branding, update the loan application form, include your contact information, and make other design changes in seconds. You can even connect your app with other platforms — like Salesforce, HubSpot, or Zoho — to send new leads to your CRM platform automatically. Get loan applications fast with a Quick Credit Loan App from Jotform.
Go to Category:Finance Apps
Event Budget Planner App
An event budget planner app is used by businesses and organizations to organize events and plan event budgets. This Event Budget Planner App contains an Event Planning Questionnaire for filling out contact details, event type, date, and budget. There is a separate Budget Planning Form for entering individual items, setting priority levels, and calculating total cost based on event requirements. Event planners can sign off on the proposed budget using an e-signature box at the bottom of the form.Need to customize this app template? With Jotform’s intuitive drag-and-drop form builder, it’s easy to add or change form elements, choose fonts and colors, upload your logo, personalize your splash screen, and more — no coding needed. When you’re satisfied with the look and feel, you can share your app with a link, where employees and event planners can download it on any device. Plan your next company event and stay on budget with this Event Budget Planner App from Jotform.
Go to Category:Company Portal Apps
Expense Report App
An expense report app is used by companies for keeping track of employee expenses. This free Expense Report App allows employees to log business expenses by filling out a form with general contact information, cost, description, date and time, and payment and expense type. There is also an upload form for employees to attach any relevant documents and receipts. Expense reports are immediately synced and stored securely in your account, and can be sorted, filtered, and exported from any device.Customize this app template in no time using Jotform’s drag-and-drop form builder. You can easily add or swap out form elements, change text, customize your app icon and splash page, and more — no coding necessary. Share a link to your app in an email or embed it in your website, and employees can access and download it on any smartphone, tablet, or computer for future use. Keep track of all your employees’ business expenses with this Expense Report App.
Go to Category:Company Portal Apps
Energy Audit App
An energy audit app is used by auditors to perform energy inspections of buildings. With Jotform’s free Energy Audit App, your company can complete audits seamlessly on any device — making it easier than ever for your team to identify and address energy efficiency issues in the field. The app can be downloaded onto any device in a single click!Feel free to update the design of the app by creating and adding other online forms with our drag-and-drop builder, uploading your company logo, or making other changes with no coding. All information you collect is stored safely in your secure Jotform account. Make the switch from paper forms to online forms with the help of a free Energy Audit App for your team.
Go to Category:Finance & Accounting Portal Apps