Spotcap Onboarding

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.

Application Platform

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:

  • 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

Deliver on your digital strategy

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Provide a seamless experience

Loan applications take less than 15 minutes

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Integrate seamlessly

Easily link your current onboarding workflows with our technology

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Maintain regulatory compliance

Protect your organisation with extensive fraud prevention checks

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Enable self-servicing

Customers can apply from any place, with any device, at any time

Intermediary Portals

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

Expand your reach through partnerships

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Add distribution channels

Grow lead generation with an active partner network

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Communicate effectively

Answer partners’ questions with real-time updates

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Provide practical support

Help partners to better serve their clients with an extensive digital toolkit

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Stay top-of-mind

Educate partners on your products and guide their marketing efforts

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