First-of-its-kind merchant onboarding platform for ISOs of all sizes
Instantly verify merchant info from trusted sources
Info is checked against multiple sources such as IRS, USPS, DMV, bank records, and Google Places. Any info that doesn’t exactly match is highlighted for quick evaluation by underwriters.
Improve quality of decisions
Underwriters receive completed applications, with merchant info and verifications displayed on one screen for easy comparison. No more switching between numerous tabs. Underwriters now spend their time making quality decisions and complete more applications.
Secure, easy digital forms for Merchants
Customizable merchant forms are designed to save time, increase accuracy, and increase completion rates.
Send quick messages that help teams work well together
Streamlined messaging makes communication a breeze. Quickly get the information you need, and limit the conversation to whomever you choose.
Action history is tracked and available for review
All logins, messages, edits, signatures, and more are tracked. Every step of the application is reviewable and auditable by the appropriate party.
Keep track of company, team, and individual progress and performance
Analytics are available at many levels. Find stand-out performers and opportunities for improvement.
20+ (and counting) automated verifications with each application, including TIN, EIN, Bank, Legal, SSN, and Drivers License make KYC easy.
Built for CDD
Stay ahead of Beneficial Ownership regulation with Autoboard's efficient application flow for adding owners as needed.
BANK ACCOUNT Insight
Autoboard's bank account verification includes account balance and up to two years of transactions, so you can make decisions with confidence.