- New customers sign up by submitting their basic information and company identification number — our forms pre-populate the rest through API connections with 3rd parties
- Using PEP, sanctions and fraud prevention checks from local databases, our KYC/AML processes confirm the applicant’s identity and legitimacy as their company’s representative
- Applicants can then connect their bank account and cloud-based accounting provider, or upload PDF copies of their financial documents
- We can securely integrate your existing customers’ details through Salesforce API, batch upload, an FTP server or automated recognition via email address
Whether your customers engage with you directly, or through a financial expert, they expect a simple and fast onboarding process. Our technology can help you meet that demand and differentiate with a seamless digital experience.
Onboard new and existing customers with our digital application platform while maintaining uncompromising security standards. Featuring white-label web properties and step-by-step forms, each part can be customised to fit your application requirements and brand design.
How it works:
Deliver on your digital strategy
Intermediaries — brokers, accountants and other financial experts — are often the main distribution channel for SME lending. By making your referral process simple and quick with a dedicated digital environment, you can become their lender of choice.
How it works:
- Our intermediary portals feature dedicated dashboards that list the intermediary’s leads as individual accounts
- Each account gives visibility on their clients’ application progress, the approved loan amount, conditions and repayment schedules
- Intermediaries can apply on behalf of their clients or assist in different stages of the loan origination process
- Push notifications show changes triggered by their clients or your team
- The dashboard can feature a dedicated section for relevant news on your organisation and products