Build Your Custom Onboarding System
Create what you need. Build workflows your way, design your own wizards, and set things up however you want. The only limit is your imagination.
Everything You Need
Build onboarding systems however you want. Create workflows that work for you, design wizards your way, and set things up just how you like. We've got what you need.
For Clients
Step-by-step wizard interface
Auto-save progress automatically
File upload support
Real-time status notifications
Secure document management
OAuth login with Google, Microsoft, or Apple
Two-factor authentication
Organization management
For Staff
Build templates with visual drag-and-drop builder
Create PDF contracts with field placement
Set up system fields for staff-only data
Create approval and signature workflows
Set up page-by-page review workflows
Track applications with analytics
Control permissions with granular access
Real-time notifications
Powerful Features
Unlimited field types and validation
PDF contract generation
Organization management
Signature and approval workflows
Template locking and collaboration
Enterprise-grade security
Key Features
Everything you need to build your onboarding system. Create workflows however you want and get what you need.
Template Builder
Build templates however you want. Create multi-page application wizards with our visual builder
Smart Wizards
Create wizards that guide users through your processes with auto-save functionality
Review Workflow
Build review workflows with page-level review systems, approval and decline options, and detailed feedback that works for you
File Management
Set up file uploads with secure storage, configurable limits, file types, and organized storage
Notifications
Set up notifications with real-time in-app alerts for application completion and review status updates
Flexible Fields
Build fields however you need them. We support text, number, email, date, select, radio, checkbox, and file upload fields
Conditional Logic
Create logic that shows or hides fields based on user responses for dynamic, personalized workflows
Security & Permissions
Set up security with granular permission systems, role-based access control, and template locking
PDF Contracts
Build PDF contracts with visual editor. Place fields where you need them with automatic PDF generation
Digital Signatures
Set up signature workflows. Upload or draw signatures with organization-based approval workflows
Organizations
Build organization structures. Manage client and staff organizations with member invitations and access control
Two-Factor Authentication
Set up security with enhanced 2FA support for both clients and staff members
OAuth Integration
Set up login with Google, Microsoft, or Apple OAuth providers
Theme Customization
Customize your branding. Change colors, logos, and favicon to match your brand
System Fields
Set up system fields. Staff-only fields for internal data and auto-filled system information
Advanced API Features
Powerful integrations for your onboarding system. Build workflows with credit checks, feasibility assessments, and storage integration. We have what you need.
Credit Checks
Add credit checking services for client verification
Feasibility Checks
Build feasibility assessments to check client eligibility
CICPC Bank Verification
Set up bank account verification through CICPC for secure transactions
Storage Integration
Connect storage solutions with external cloud providers seamlessly
AllOnboarding Product Roadmap
Built with Purpose. Delivered with Precision.
A clear execution path from enterprise onboarding foundations to commercial scale.
Enterprise Foundations
Secure infrastructure, organizations, and access control
Organizations, permissions OAuth, 2FA
Secure file storage
Branding, system fields
Workflow Automation
Structured onboarding experiences at scale
Visual template builder
Smart wizards
Conditional logic
Review workflows
Analytics
Contracts & Compliance
From application to legally binding completion
PDF contract generation
Digital signatures
Approvals
Audit-ready workflows
Platform Completion
Production-ready enterprise platform
Performance optimization
UX refinement
Compliance hardening
ZA-hosted rollout
Commercial Expansion
Enterprise power, simplified for smaller entities
SME-friendly plans
Prebuilt templates
Self-service onboarding
Simplified setup
Hosted in South Africa (ZA)