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Onboarding journeys to suit your business
  • Direct - Landing pages and web contact forms to begin the onboarding process
  • Team - By invitation only? No problem, your team members begin the journey from your portal
  • Partners - Grow your sales channels, get closer to your partners and resellers
  • Smarter journeys
  • All journeys start with a simple webform
  • Single or multi-party applications
  • Data verification through APIs for instant decisions
  • Autopopulate forms and contracts, eliminating errors
  • Compliant digital signatures availlable on forms
  • Integration with CRM for seamless transactions
  • Grow your sales channels
  • Sign up new partners on your website based on your eligibility and KYC criteria
  • Partners start the application process by referring customers
  • Partners with closer customer relationships directly package applications
  • Partners keep track of application status and due commissions
  • GDPR compliance for you, yor partners and your customers
  • Make your decisions faster
  • Get all the information you need to complete KYC and reach a lending decision
  • Request identity documents for validation in the customer portal
  • Complete identity verification, credit and background checks using API feeds from Companies House, Equifax, Onfido and Passport Proven
  • Automatically identify more complex KYC cases such as beneficial ownership or an overseas director
  • Request different documentation or other checks for more complex cases
  • Drive sales effectiveness
  • Your internal account team manages applications through their own Team Portal
  • Real-time or multi-stage applications if you need to qualify the applicant
  • Manage outstanding applications, change customer details or add new customers
  • Communicate with customers and partners with our native real-time messenger
  • SMS reminders to customers to prompt progress
  • Integrations to power your sales
  • Equifax - Global credit and insight service, powered by your customer
  • Passport Proven - Verify international standard passports and ID cards in real time
  • Hubspot and Pipedrive - No need to duplicate work, data transmitted two ways, as the journey progresses
  • Companies House - Reduce errors and validate businesses directly from your customer input
  • Easily configurable plug & play service