Customize Your Workflow with Omega’s New Custom Forms Feature

Omega is proud to introduce a major upgrade to your loan servicing experience—Custom Forms. This powerful new feature gives you complete control over your data collection, screen layouts, and form logic—without ever needing to write a single line of code.

Whether you’re managing compliance, enhancing your onboarding process, or collecting custom servicing data, Custom Forms in Omega is the solution that adapts to your needs.

🧰 What Are Custom Forms?

Custom Forms allow users to create and configure form layouts directly within Omega’s loan management software. Built with flexibility in mind, you can now:

• Drag and drop components like dropdowns, checkboxes, text inputs, and panels.
• Customize the layout using columns, panels, and nested fields.
• Configure field behaviors using display and data settings.
• Combine multiple forms into custom screen views across different areas of the system.

🔍 Why Custom Forms Matter for Lenders

Subprime lenders, installment finance companies, and auto finance businesses all operate with unique workflows and data requirements. Now, instead of submitting IT tickets or relying on vendor updates, your team can quickly deploy new forms and screens tailored to your business.

This means:

• Faster adaptation to regulatory changes
• Streamlined data entry across departments
• More relevant fields per branch, class, or user group
• Better visibility and audit readiness

🧩 How It Works: Custom Forms in Action

1. Design Forms with Ease

Navigate to Setups → Custom Form Setup to begin. Use intuitive drag-and-drop tools to build out your form. Add components like:

• Dropdown select boxes
• Checkboxes
• Panels and layout columns
• Custom field labels and values

2. Combine into Custom Screens

Once your form is ready, head to Custom Screen Setup to:

• Assign the form to a screen
• Combine it with other forms
• Customize layout with multiple rows and sections

3. Link Forms to Omega Screens

From Custom Screen Link Setup, assign the screen to specific Omega views such as “Customer Entry” or “Account View.” Tailor form visibility by branch, class, or other filters—ensuring each user sees only what they need.

✅ Use Cases for Omega’s Custom Forms

• Customer Intake & KYC
• Branch- or Product-Specific Servicing Fields
• Regulatory Compliance Checklists
• Internal Workflows and Approvals
• Audit & Exception Tracking

Request a FREE Omega Demo Today