Onboard

Create

Start a new onboarding application

Drafts

View saved draft applications

Applications

View & allocate submitted applications

1st Review

Manage the first application reviews and feedback

2nd Review

Manage the second application reviews and feedback

Qualified

Review approved applications that are awaiting client activation

Application History

Browse archived applications & clients

Active Client Profile

View clients that are currently active

Paused Client Profile

View clients that are currently paused

Client History

Browse clients profiles that have been deactivated or archived