Generate Client Link
How it works: Fill in your client's details and select Social or Banking. Copy the generated link and text it to them. Their name and carrier are pre-locked — they only fill in what you need.
Pre-fill routing number? If you already looked up their bank's routing number by state, enter it below. It will be pre-filled and locked on the client's form — they only need to enter their account number.
✓ Link Ready — Send to Client
FTC Safeguards Compliance
By generating a link, you agree to delete the client's information from your records within 24 hours of application submission. LockedEntryForm logs all deletions for your compliance record.
Client Submissions
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Generate a link and send it to your client.
Generate a link and send it to your client.