From application to approved, in one platform.
Most teams run onboarding across separate tools, spreadsheets and inboxes. Wiseflow runs it as one recorded process that your team controls.
One recorded journey
Application to approved
- CollectCustomer appliesComplete
- VerifyChecks run in orderComplete
- DecideRules decide the caseComplete
- MonitorThe record stays currentOngoing
Most of the time, the file is waiting with no one working on it.
A form goes out, then the file sits in email, in a chase, or in rework. Wiseflow keeps that work in one journey, so the next step can start as soon as the last one is done.
Where the file sits
Collect, verify, decide and monitor
Every application moves through these four stages, and your team can see where each one is.
- CollectOne branded journey that asks each customer only for what applies to them, and checks it before they submit.
- VerifyCompany, identity, credit and screening checks run in the right order for each customer.
- DecideYour rules approve clean cases. Exceptions reach a reviewer with the evidence attached.
- MonitorApplications, checks, customer changes and reviews are added to each business's history as they happen.
How your team runs the journey
Sitting underneath the four stages are the tools that allow your team to control the journey: configuration, integrations, security and the API.
Move faster without losing control
Your compliance team's controls, applied automatically to every case.
Faster activation
Eliminate chasing, re-entry and unnecessary hand-offs.
Lower operating costs
Automate routine checks and focus teams on exceptions.
Stronger compliance
Apply consistent rules and capture every decision.