Merchant Services
Commercial Lending
Gig Economy
Mortgages
Insurance
Auto Finance
Payment Facilitator
Any Industry. Automatically.
Underwriting
for overachievers.
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Automate Your
Underwriting
Back Office
Faster & smarter underwriting, whether you are at your home or in your office.
SCHEDULE A 15 MINUTE INTRO CALL
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.
Autoboard for
Merchant Services
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?
BUSINESS
INDIVIDUAL
BOTH
OFAC
MasterCard MATCH
EIN
SSN
Mailing Address
Physical Address
Bankruptcy
Lien
Judgement
Phone Number Ownership
Secretary of State
Website Screen Capture
Yelp Reviews
Facebook
Twitter
Experian
TransUnion
Equifax
Lexis IntelliScore
Bank Account Ownership
Bank Account Transactions
Document Upload
Facial Recognition
SMS Two-Factor Verification
Pwned Check
Email
WHOIS
DNS
Payment Method
Caller ID
Phone Number Network
E-Signature
Out-of-Wallet Questions
Webserver Geolocation
End-User Geolocation
IRIS CRM
CardConnect CoPilot
First Data Omaha
for Humans
Manage your whole underwriting and deal flow in Autoboard
+ Deal / Account Openings
+ Underwriting and Boarding
+ Full Management from Opportunity to Decision
for Robots
Improve your existing software with the Autoboard API
+ In-Line Verifications via API
+ Download Deals into Autoboard
+ Build Autoboard into your Existing Software
LEARN MORE
With 30+ layered integrations, we do the work for you.
+ more
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!
SCHEDULE A DEMO
Features
E-Sign
Collect and analyze electronic signatures for your forms quickly and easily.
Invite
Invite individuals to complete parts of a deal via SMS or email.
Documents
Request, upload, manage, and approve documents for every deal.
Team
Add, remove, and manage team members. Role-based access keeps your deals secure.
Add Deals
Start new deals in one minute or less. Faster deals means more deals.
Add-On Marketplace
Use one of several add-ons built-in to Autoboard, or create your own via our API.
Bank Accounts
Verify the bank account ownership and details of your clients.
Web Presence
View your customers' web footprint in an instant.
Forms
Different applications for different deals? Absolutely!
Integrate
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
without compromise
Securely log in to Autoboard
with built-in Two-Factor Authentication
Let’s connect!
All aboard.
Call us today and a dedicated customer service member will schedule you a demo. Take one minute to save thousands!
Demo
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