VisionWeb Boarding is a configurable workflow-based system to efficiently capture customer information, underwriting data, entitlements, pricing information, and equipment data during the onboarding processing of a new customer. Built with optimization in mind, VisionWeb Boarding can reduce your boarding processing time from days and weeks to minutes.
Role Based Access
Flexible assignment of permissions for keying data, reviewing data, approving applications, and underwriting tasks enables you to configure the system to meet your unique organization.
Optimized Data Capture
Enter data efficiently with a state of the art user interface which anticipates data entry, validates entry throughout the process, and ensure accuracy.
Rules Based Validation
Implement complex contract data capture with the rules-based editing and field validation.
Configurable workflow enables you to define processes, send email and SMS through a notification framework, and measure process intervals to meet SLAs and improve velocity of the boarding process.
Print-ready contract images are produced for customer signature via E-Sign or a branded portal.
Provide end-to-end data integration to external platforms with API integrations for contract data upload, underwriting status, equipment provisioning, and customer enablement.
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