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

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

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

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

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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

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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

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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+?

Customizable and Scalable

Tailor Onboard+ to fit your business requirements and scale with your operations.

Time-Saving Automation

Eliminate repetitive tasks and accelerate onboarding timelines.

Enhanced Accuracy

Ensure compliance and reduce errors with built-in validation and tracking tools.

Improved Client Experience

Provide a smooth, professional, and user-friendly onboarding journey for your merchants.

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.

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.

support.dept@profituity.com

5500 Brooktree Road, Suite 104
Wexford, PA 15090

724-939-6591

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