iQGrants Wizard: assessment & forms
iQGrants Wizard is a flexible and complete solution for the DFG financial assessment. It’s quick and easy, enabling the user to deal confidently with complex or unusual circumstances. It can directly import data from our On-Line App so that staff can verify and add to the initial assessment. And your edition of our software will cover, expertly, exactly what you decide. If your Council counts Council Tax Reduction as exempting from the means test, then your version of the software will show that.
The Wizard can go beyond the assessment to prepare and populate all of the documentation required for the application
A conversation supported by expertise
Wizard’s intelligent questionnaire is conversational and uses ordinary language, not technical terms. It’s relaxed, thorough and complete. And it’s efficient, completing the assessment concisely and in one go - no omissions, no repeats, no irrelevant questions.
Users can concentrate on the client, aware that expertise is on-hand when they need it. Questions and answers are clear and unambiguous. Navigation is intuitive and flexible, so the user can work closely with the client. It’s easy to make notes and bookmarks within the system without interrupting the conversation. Our Help Me Decide Q&A pop-up provides expert help with unfamiliar client circumstances. Everything’s in the system, so there’s no need for a help-line to finish the job.
Populating your DFG Application form
The Wizard solution needn’t stop at calculating the financial assessment. It can supplement the information from the assessment to populate a “smart” digital application form. We can use your preferred application form. Or we can customise our own form to use your content with your contact information, your logo and other badging aspects.
Either way, the applicant doesn’t need to repeat the information they’ve submitted for the initial assessment. Completing the rest of application form is quicker - and much less daunting - because it comprises only those elements which are relevant to this particular client. Far less stressful, far quicker for everyone.
Innovative systems for service applications
Friendly Forms solutions cover every aspect of the application process, from initial enquiry to the full documentation. They are tailored to your requirements to streamline your operations.
Online
Application
Our Online DFG Test of Resources is accessed from your website and uses your Council’s grant criteria, logo and styling. It welcomes the client with your message,. calculates the contribution and gives users your advice about additional help and what to do next. And it downloads the data to our other solutions.
DFG & other grants: assess & apply
iQGrants Pro undertakes the whole of the DFG calculation and application process. The Premier system includes your Discretionary Grants. For both, a conversational questionnaire establishes the DFG contribution, captures all the information for the applications, acquires signatures and presents the data in a digitised version of your application forms.
DFG Calculator
& Smart Forms
The Wizard's conversational questionnaire makes the DFG assessment quick and straightforward, yet deals routinely with complicated client circumstances. It calculates the contribution, provides a smart form for the Preliminary Enquiry and uses the data to populate an "intelligent" application form.