IB partner applications
Configurable per program. Used by PartnerHub. Applicant answers reviewed alongside their application.
Build any form your brokerage needs — without a developer.
Custom forms for every client touchpoint.
Brokeret's Form Builder lets you create sophisticated multi-step forms with conditional logic, file uploads, and custom validation — for partner applications, client onboarding, surveys, and more. AI-assisted form generation included.
Why Form Builder
Every brokerage operation involves forms. Partner applications. Client surveys. KYC supplementary documents. Internal request workflows. Account opening questionnaires.
Most brokers handle these with PDF forms, email attachments, or patchwork tools. Brokeret's Form Builder gives you a single, powerful system to build, deploy, and manage every form.
Submissions tracked, responses searchable, actions triggered automatically. 20+ field types, multi-step forms, conditional logic, file uploads, AI generation. Used by PartnerHub for IB applications.
Built for
Who uses Form Builder
Client surveys
Satisfaction surveys, product feedback, trading preference questionnaires. Results aggregated in dashboard.
Account upgrade requests
Structured forms for clients requesting tier upgrades, bonuses, or special arrangements.
What you get
Features that ship with Form Builder
20+ field types
Text, email, phone, file upload, country, date, signature, calculated fields, and more.
Drag-and-drop builder
Visual interface for arranging fields. Add, remove, reorder, configure — no code.
Multi-step forms
Break long forms into logical steps with progress indicators. Navigate without data loss.
Conditional logic
Show or hide fields based on previous answers. AND/OR logic across multiple conditions.
AI form generation
Describe the form — AI generates structure with appropriate fields, labels, validation.
Submission management
Review interface, status workflow (Pending → In Review → Approved/Rejected), email notifications.
What you replace
One bundle, multiple tools off your stack
| External tool | Replaced by |
|---|---|
| Typeform / Jotform | Form Builder |
More in this group
Other platform & extensibility apps
Ready to try it?
See Form Builder running on real broker data.
Spin up the demo environment in your browser — no sales call required.