Onboard+: Simplify Merchant Onboarding with Automation
Onboard+: Simplify Merchant Onboarding with Automation
Onboard+: Simplify Merchant Onboarding with Automation
Key Features of Onboard+
Branded Portals
Create a professional and consistent experience with fully customizable portals. Onboard+ allows you to incorporate your branding, making the onboarding process seamless and client-focused.
Progress Tracking and Notifications
Keep applicants informed with progress indicators. Applicants can save their progress, track steps, and complete the onboarding process at their own pace.
Dynamic Form Configuration
Build custom application forms that meet your specific needs. Select from a wide range of pre-defined fields and set mandatory requirements to ensure compliance and completeness.
Integrated Review and Approval Workflows
Streamline your internal operations with intuitive review tools. Approve or decline submissions with the click of a button, and use comments to request additional information, ensuring clear communication across your team.
Streamlined Document Collection
Simplify the collection of required documentation with a user-friendly upload interface. Onboard+ facilitates document submission, organizes uploads, and supports efficient reviews.
Electronic Signatures and Terms Management
Capture legally binding electronic signatures and present custom terms and conditions directly within the platform, simplifying the final stages of onboarding.
Key Features of Onboard+
Branded Portals
Create a professional and consistent experience with fully customizable portals. Onboard+ allows you to incorporate your branding, making the onboarding process seamless and client-focused.
Progress Tracking and Notifications
Keep applicants informed with progress indicators. Applicants can save their progress, track steps, and complete the onboarding process at their own pace.
Dynamic Form Configuration
Build custom application forms that meet your specific needs. Select from a wide range of pre-defined fields and set mandatory requirements to ensure compliance and completeness.
Integrated Review and Approval Workflows
Streamline your internal operations with intuitive review tools. Approve or decline submissions with the click of a button, and use comments to request additional information, ensuring clear communication across your team.
Streamlined Document Collection
Simplify the collection of required documentation with a user-friendly upload interface. Onboard+ facilitates document submission, organizes uploads, and supports efficient reviews.
Electronic Signatures and Terms Management
Capture legally binding electronic signatures and present custom terms and conditions directly within the platform, simplifying the final stages of onboarding.
Key Features of Onboard+
Branded Portals
Create a professional and consistent experience with fully customizable portals. Onboard+ allows you to incorporate your branding, making the onboarding process seamless and client-focused.
Progress Tracking and Notifications
Keep applicants informed with progress indicators. Applicants can save their progress, track steps, and complete the onboarding process at their own pace.
Dynamic Form Configuration
Build custom application forms that meet your specific needs. Select from a wide range of pre-defined fields and set mandatory requirements to ensure compliance and completeness.
Integrated Review and Approval Workflows
Streamline your internal operations with intuitive review tools. Approve or decline submissions with the click of a button, and use comments to request additional information, ensuring clear communication across your team.
Streamlined Document Collection
Simplify the collection of required documentation with a user-friendly upload interface. Onboard+ facilitates document submission, organizes uploads, and supports efficient reviews.
Electronic Signatures and Terms Management
Capture legally binding electronic signatures and present custom terms and conditions directly within the platform, simplifying the final stages of onboarding.
Streamline Onboarding, Enhance Efficiency
Streamline Onboarding, Enhance Efficiency
Streamline Onboarding, Enhance Efficiency
Onboard+ is Profituity’s powerful tool designed to revolutionize the merchant onboarding process. By streamlining key steps and simplifying workflows, Onboard+ ensures a seamless experience for both your business and your clients. From collecting applications to managing documents and approvals, Onboard+ minimizes manual effort and accelerates the onboarding journey.
Built to Meet Your Needs
Built to Meet Your Needs
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For Financial Institutions
For Financial Institutions
For Financial Institutions
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Reduce onboarding time for new merchants and third-party processors.
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Ensure compliance with regulatory and underwriting requirements effortlessly.
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For Third-Party Processors
For Third-Party Processors
For Third-Party Processors
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Enhance the client experience with a branded and streamlined onboarding process.
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Free up resources by automating manual tasks and document management.
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For ISVs and Resellers
For ISVs and Resellers
For ISVs and Resellers
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Offer a seamless onboarding solution as part of your platform.
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Customize onboarding workflows to meet the unique needs of your clients.
Why Choose Onboard+?
Why Choose Onboard+?
Why Choose Onboard+?
Customizable and Scalable
Customizable and Scalable
Customizable and Scalable
Tailor Onboard+ to fit your business requirements and scale with your operations.
Time-Saving Automation
Time-Saving Automation
Time-Saving Automation
Eliminate repetitive tasks and accelerate onboarding timelines.
Enhanced Accuracy
Enhanced Accuracy
Enhanced Accuracy
Ensure compliance and reduce errors with built-in validation and tracking tools.
Improved Client Experience
Improved Client Experience
Improved Client Experience
Provide a smooth, professional, and user-friendly onboarding journey for your merchants.
Onboard+ in Action
Onboard+ in Action
Onboard+ in Action
Onboard+ transforms the traditionally cumbersome onboarding process into an efficient, automated workflow. From gathering critical documents to managing approvals, Onboard+ ensures that nothing falls through the cracks and that your clients feel supported every step of the way.
Onboard+ transforms the traditionally cumbersome onboarding process into an efficient, automated workflow. From gathering critical documents to managing approvals, Onboard+ ensures that nothing falls through the cracks and that your clients feel supported every step of the way.
Ready to Streamline Your Onboarding?
Discover how Onboard+ can help you save time, reduce costs, and enhance the onboarding experience for your clients. Contact us today to learn more about integrating Onboard+ into your operations.
Ready to Streamline Your Onboarding?
Discover how Onboard+ can help you save time, reduce costs, and enhance the onboarding experience for your clients. Contact us today to learn more about integrating Onboard+ into your operations.
Ready to Streamline Your Onboarding?
Discover how Onboard+ can help you save time, reduce costs, and enhance the onboarding experience for your clients. Contact us today to learn more about integrating Onboard+ into your operations.
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Get the latest insights straight to your inbox.