Send a smart, guided link. Your customer fills it step by step on any device, downloads a clean, ready-to-submit PDF — no errors, no rejected forms.
Designed for account officers who want forms returned correctly, the first time.
Choose the bank and form type from your dashboard — account opening, KYC update, mandate, and more.
Copy the unique link or send it directly to your customer's email or WhatsApp with one click.
Your customer fills the guided form and downloads a properly filled bank PDF — ready for submission.
Customers see one question at a time. No wall of fields. Irrelevant questions are skipped automatically based on their answers.
The PDF is generated entirely in the customer's browser. Nothing is saved on our servers. Full privacy by design.
Phone, tablet, or laptop. No app download needed. Just a link.
Answers are placed precisely on the original bank form layout. No reformatting, no rejected forms.
You get a ping when your customer finishes — without seeing their data.
Account officers vote on which forms to add next. New banks and form types are added regularly based on real demand.
From the desks of beta-testing account officers across Lagos.
"I send 30+ reference forms a month. Customers used to scribble on the printed PDF and I'd reject half. With FormPilot the PDF comes back clean — first time."
"The link goes on WhatsApp, the customer fills it on their phone, I get a notification when they're done. Used to be a 4-day back-and-forth — now 20 minutes."
One plan for account officers. Customers always use it free.
Suggest new forms, vote on what gets built next, and stay updated with the latest banking news and regulatory changes.
Missing a bank or form type? Request it. The community votes, we build the most-needed ones first.
Stay current on CBN directives, KYC policy changes, and account documentation requirements.
Share tips, ask questions, and connect with other account officers across Nigerian banks.
Correct. The PDF is generated entirely inside the customer's browser using client-side JavaScript. No BVN, no ID number, no address, no field value reaches our servers. We only know that a link was opened and completed — never what was typed into it.
No. They open the link in any web browser — Chrome on Android, Safari on iPhone, anything. The form runs in the browser; the PDF downloads to their device when they finish.
Their progress auto-saves on their device as they go. They can close the tab and come back later via the same link to continue where they left off.
You can send the link via WhatsApp directly from your dashboard with one click — most Nigerian customers prefer that anyway.
GTBank's Banker's Reference Form (Individual + Corporate) and Sole Proprietorship / Partnership account-opening form are live. Corporate, Trustees, Societies and KYC are next on the roadmap. Other banks (Access, Zenith, First, UBA) are added based on community demand.
Yes. There is no contract and no minimum term — cancel any time from your dashboard, no questions asked.
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