There are Lots of ways to collect data from our clients.

Phone call, OG Yellow notepad, planning software vault, video recording transcription, webforms, you name it.

There’s no right or wrong way to collect data.

Our big requirement is that we have as much information as we can reasonably collect from a client before we offer advice. We must ensure that information is documented, secure, readily accessible in a client file, and kept up to date.

But maybe you have a specific niche or brand and you want that to shine when delivering your forms. Your clients deserve the best possible experience, and you deserve the chance to create forms that match their expectations.

In order to be granted access to custom forms capability, we should all agree to some important guidelines:

✔️ corepln.com will remain the default system domain, but you’re free to express your personal brand in the colors and logos of your forms. You may embed form data on your personal website for a unified client experience. Submissions come right to you and you’re in control of the data.

✔️ Social security numbers may not be collected via forms submission.

✔️ We’re not using forms to collect payments or enter into contracts.

✔️ We only have access to our own custom forms and each form URL is unique.