Originate. Underwrite.
Onboard.
Any Banking Product.
Designed and built inside banks, by bankers, Onboard works like banking works.
It's collaborative, efficient
Consumer and business accounts, loans, treasury services, credit cards-all on one unified platform
Digital
Journeys
Customizable Workflows
Better Collaboration
One platform for all of your products. Yes, really!
Onboard is Digital Account Opening plus a Loan Origination System with pre-built, easily customizable workflows and integrations, ensuring your institution's journey into the digital era is smooth and efficient.
Consumer, Home Loans, Small Business, Commercial, Treasury Onboarding - all of your applications originated in one enterprise platform.
Why Get Onboard?
Onboard was built inside of Community Banks, designed and built by Bankers, so it works like Banking works.
It's collaborative, efficient, automated, enabling bankers to focus on relationships and growth--not mundane tasks.
Dive into a new age of banking, where processes are efficient, experiences are enhanced, and the journey is truly digital.
Solutions
Integrations
How it works
Loan Origination: Streamlined loan origination processes tailored for both consumers and businesses. From loan applications to approval, docs & booking, every step is optimized for efficiency and user experience.
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Digital Account Opening: Simplify the onboarding journey with workflows designed for both businesses and consumers, plus Treasury Onboarding. KYC, KYB, credit checks, document verification, booking & more are executed with precision, ensuring a hassle-free experience for clients and your team.
Onboard comes with pre-integrated tools for:
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Know Your Customer (KYC) and Know Your Business (KYB)
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Identity verification
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Credit checks for both individuals & businesses
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Compliant document generation & management
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Efficient tax return retrieval & spreading
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Electronic signatures
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Compliance adherence
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Core systems - batch & real-time integration
Real banking is dynamic. Onboard understands this:
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Bankers can initiate a process in-branch, then assign steps to clients to complete in the portal.
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Clients can begin a task, and bankers can wrap it up.
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Steps can be assigned across roles, ensuring flexibility and collaboration.
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Break free from traditional limitations - with Onboard, any user can start a process and another can finish it, overcoming the usual one user/role per step.
Plays nicely with others
Onboard offers prebuilt integrations to leading banking cores and fintech providers, including these vendors
Plus many more with <Onboard<Connect/>, our low-code/no-code integration platform, connecting Onboard with leading core providers and fintechs. Build your own connectors or choose from our pre-built templates.
Take the fast train to digital excellence.
Get Onboard.
Schedule a Demo
Get in touch
Drop us a line and let's chat about your digital transformation journey