Step through it with Next, or hit Auto-run / Real-time. See documents come in, get read, verified, mapped to your CRM, signed off by a person, and activated.
| Compliance check | Result |
|---|---|
| ID document valid | ✓ Passed |
| Identity match | ✓ Passed |
| Proof of address | ✓ Passed |
| ABN active · ASIC | ✓ Passed |
| Sanctions / PEP | ✓ Clear |
The full onboarding pack — documents gathered, every compliance check passed, CRM record built. Approve to activate the account, or raise a query. Compliance stays with a person.
That's speed with compliance — every document gathered, every check run and logged, and a human signs off before the account goes live.
Tip: click any step above to jump to it · the final sign-off is yours to make.
The agent collects and reads every required document, so customers aren't chased and your team isn't re-keying forms.
ID, identity match, address, ABN and sanctions/PEP checks run on every applicant — and every result is logged for audit.
Nothing goes live without a person. The agent prepares; your team signs off — fast, but accountable.
We'll wire the same flow into your CRM, your document set and your compliance rules.