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Our History
Financial Forms and Services, Inc, started in 1993 when contracted to build out a large lender's electronic forms library.
Since then we have continued to develop dozens of customized form inventories . We have also been contracted for forms conversion
projects, compliance research and forms review. Each relationship we have is unique as our approach is
consulative rather than product driven.
Financial Forms and Services was created by Peggy O'Keefe. Ms. O'Keefe began her career after graduating
from Michigan State University when she was hired by a large regional bank as an internal auditor where she learned
all aspects of banking. When the bank purchased a mortgage company she was drafted to set up their compliance
department. Over the next 5 years her duties increased to included overseeing quality control, underwriting, product
development. She she was then hired by a large forms vendor specializing in mortgage forms as their compliance
officer and general manager worked closely with its fledgling electronic forms division. There she was able
to intregrate her background with this new E- Forms technology. In order to fulfill a need for customized
design and compliance services she formed Financial forms and Services, Inc. which serves dozens of clients and has developed
thousands of forms with a team of designers.
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Our Service
We are dedicated to serving our customer's needs, and our goal is 100% customer satisfaction. We strive to bring you the best
in quality service, and if something isn't right, please let us know.
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