Solar Financing Document Portal App gives solar installers, financing teams, contractors, and applicants a central place to begin financing applications and manage supporting paperwork. Users can start an application, submit documents for a specific application, view existing applications, and check document status without relying on scattered emails or manual follow-ups. This app template supports clearer data collection throughout the financing process and helps administrative teams organize applicant records, document types, and progress updates. It is well suited to residential or commercial solar financing workflows where applicants need a convenient self-service experience and staff need consistent access to application information.
Jotform app templates help organizations turn connected forms, records, and resources into accessible digital experiences. With the Jotform no-code app builder and its drag-and-drop interface, teams can customize this app template with branded pages, buttons, instructions, and navigation without programming. Forms and tables can support an organized workflow, while notifications and connected processes help teams respond to new applications or documents. Once ready, the app can be published and shared through a direct link, personalized address, embedded experience, or scannable code for convenient access on computers and mobile devices.
Related templates
Reimbursement App
Jotform's Reimbursement App template is designed to streamline the process of submitting and managing expense reports. Ideal for corporate employees, freelancers, and small business owners, this no-code app builder allows users to easily log business or travel expenses, upload and organize receipts, and submit reports for approval. The Reimbursement App allows users to customize forms, add e-signature fields, and integrate with payment gateways, simplifying the reimbursement process for all users. Looking for a hassle-free way to manage expense reports and reimbursements? Look no further than Jotform's Reimbursement App. With a drag-and-drop builder, powerful app elements, and over 70 widgets to choose from, creating a customized app has never been easier. Add e-signature documents for quick approvals, connect with payment gateways for seamless transactions, and enjoy the flexibility of building a unique app that fits your specific needs. Plus, with features like advanced sharing options, custom URLs, and push notifications, staying on top of expense management has never been more convenient.
Go to Category:Finance Apps
Retirement Planning App
A retirement planning app is used by retirement planners to gather important information from their clients. With this ready-made Retirement Planning App, your business can quickly and efficiently collect contact details, payments, e-signatures, and more from any device. Simply customize the app and share it with a link or via social media to start collecting responses!Add your company logo and branding, update forms within the app, and change fonts and colors in seconds with our intuitive drag-and-drop builder — no coding knowledge required. You can include a retirement calculator for clients to use, plus your contact information so they can get in touch. Take your retirement services to the next level with a free Retirement Planning App that works great on any device.
Go to Category:Consulting Apps
Finance Tracking App
Finance Tracking App brings your day-to-day money activity into one place so you can record transactions, review your balance, and spot patterns as they develop. It fits personal budgets, freelancers tracking business spending, and small teams that want a simple way to capture income and expenses without juggling spreadsheets. With quick actions like logging a transaction, adding an income or expense entry, and browsing transactions by merchant or category, it supports consistent habits and clearer visibility into where your money is going.Built with Jotform, this app template turns routine data collection into an easy self-service experience you can share with the right people. Use Jotform’s no-code app builder and drag-and-drop interface to tailor pages, adjust navigation, and connect entries to your data so updates stay organized. From everyday spend tracking to lightweight reporting for recurring reviews, Jotform helps you keep your workflow simple while keeping your records accessible across devices.
Go to Category:Finance 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
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
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