Set up is fast & easy.
Transparent pricing and a dedicated account rep to work with you. Onboard with Autoboard so your customers enjoy onboarding with you.
Customize to your needs.
Autoboard is ready off-the-shelf, or you can easily customize default and ad-hoc verifications to fit your deal flow.
Full transparency & control.
Every action on every deal is logged and audit-ready. Plus, we’ve taken painstaking care to help reduce human error. It’s like your all-star underwriter suddenly doesn’t need to sleep anymore.
Expedite merchant onboarding and qualification. Import deals directly from IRIS CRM or use Autoboard to manage your entire deal flow.GO TO MERCHANT SERVICES
Verifying a business or individual?
We have you covered.
Our growing list of verifications accelerates the pace at which you decide on a deal. Is instant fast enough?
Phone Number Ownership
Secretary of State
Website Screen Capture
Bank Account Ownership
Bank Account Transactions
SMS Two-Factor Verification
Phone Number Network
First Data Omaha
Manage your whole underwriting and deal flow in Autoboard
+ Deal / Account Openings
+ Underwriting and Boarding
+ Full Management from Opportunity to Decision
Improve your existing software with the Autoboard API
+ In-Line Verifications via API
+ Download Deals into Autoboard
+ Build Autoboard into your Existing Software
With 30+ layered integrations, we do the work for you.
All your deals.
All in one app.
Go Live in
7 Simple Steps
From your demo date to your “Go Live” date, we work with you at every stage of the process to ensure that Autoboard works perfectly with your internal applications. It’s pain-free onboarding for pain-free underwriting!
Collect and analyze electronic signatures for your forms quickly and easily.
Invite individuals to complete parts of a deal via SMS or email.
Request, upload, manage, and approve documents for every deal.
Add, remove, and manage team members. Role-based access keeps your deals secure.
Start new deals in one minute or less. Faster deals means more deals.
Use one of several add-ons built-in to Autoboard, or create your own via our API.
Verify the bank account ownership and details of your clients.
View your customers' web footprint in an instant.
Different applications for different deals? Absolutely!
Have an existing suite of software? Integrate Autoboard into your flow through our API.
Authenticating the location of a business has never been easier.
Find out where an e-commerce site is registered and hosted.
We analyze Google and Yelp reviews to show you the difference between a bad customer and a bad business.
Review bank transactions to verify account ownership, balances, and trends.
Check the social profile of an individual or a business.
Match a face to a driver’s license using AI to verify identity.
Requires use of optional add on of Portantli
Visit a business without leaving Autoboard through satellite, street view, and Yelp images.
Trust & Security
Encryption for Data-in-Transit
Encryption for Data-at-Rest
Redundancy, Business Continuity & Disaster Recovery
Securely log in to Autoboard
with built-in Two-Factor Authentication
Call us today and a dedicated customer service member will schedule you a demo. Take one minute to save thousands!
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