CreditorWatch Onboarding Product Updates
2 mins read

Onboarding Solution Updates – November 2024

We’ve just introduced some exciting new features to our customer onboarding solution.

Improve the application experience for customers and drive faster completions

Customers today expect an easy, seamless onboarding experience where they can apply in minutes and get approved quickly. We’re constantly improving and innovating to deliver an easy, frictionless credit application experience.

Deliver an intuitive, stress-free experience for applicants, shaving time off the application process with Smart Form capabilities like searchable dropdown lists and read-only pre-fill application fields.

Onboarding Solution Screen Shot - Business Structure
Onboarding Solution Screen Shot - Contact Details
Onboard New Zealand customers

Your kiwi customers can now apply online. Auto-fill New Zealand business entity details into the application form, simultaneously speeding up and simplifying the onboarding process. 

We’re improving the credit assessment and verification process for your Kiwi friends shortly. Stay tuned for updates!

Onboarding Solution Screen Shot - Welcome
Optimise and streamline processes for users

Add Internal-only Fields
Centralise workflows and collaborate efficiently with internal stakeholders to get customer applications approved even faster.

Add internal notes for your colleagues within the application itself, hidden from applicants, so there’s no flicking between different systems or calling a colleague to be able to make a decision.

Onboarding Solution Screen Shot - Great Company
Check credit reports based on specific conditions

Credit reports may not be required for every application received.  Have more control and set conditions on when credit reports are checked automatically.

Don’t use CreditorWatch’s Customer Onboarding solution? Get in touch below to learn more.

Get in touch

For more information or to ask questions about CreditorWatch’s recent and future platform enhancements, get in touch here.

customer onboarding onboarding product update
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