OnboardingHub

Pre-fill and Send

Start new applications in seconds with prefill tools and reusable data. Send digital apps with just a few clicks — no more re-entering the same info.

Increased Approval %

Merchants get simplified digital apps that are easier to complete and submit. Built-in identity checks and data validation help increase approvals and reduce delays.

Manage your Entire Team

Give your whole team access to one streamlined platform. Track every application, monitor progress, and manage activity all in one place.

Features

Pre-fill and Send

Onboarding Hub makes application creation fast and frustration-free. You can instantly prefill business details from past submissions, reuse saved data, or clone existing apps — saving time and reducing errors. With just a few clicks, agents can send out a clean, digital form that merchants can complete from any device. It’s a smarter way to start the onboarding process and a big upgrade from static PDFs and manual entry.

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Features

Increased Approval %

Higher approvals start with better submissions. Onboarding Hub simplifies the experience for merchants by presenting easy-to-complete digital applications — which means fewer drop-offs and more forms sent back to you. Every app also includes built-in identity checks, KYB/KYC tools, and validation logic to catch errors or red flags early. The result: a cleaner pipeline, fewer delays, and a higher percentage of approvals from your processing partners.
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Features

Manage your Entire Team

Whether you’re managing a small group of agents or working with dozens of ISVs, Onboarding Hub gives you full control and visibility across your entire organization. Track every application in flight, monitor deal statuses, and see performance by team member, partner, or source — all from one centralized platform. You can attribute leads automatically using custom landing pages with UTM parameters, making it easy to measure which agents, campaigns, or referral sources are driving results. Set permissions by role, monitor productivity, and manage your onboarding pipeline without the usual clutter. Everything stays organized, trackable, and connected.

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