---
title: "New Business Onboarding"
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last_updated: "2026-08-22T17:15:18+00:00"
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<h1>New Business Onboarding</h1>

<h1><em>New Business <strong>Onboarding</strong></em></h1>

Managing new clients and their associated documentation can be a cumbersome and time-consuming process, especially for the incoming client. Revver makes new client onboarding a breeze, so you can focus on growing your business

<h2>Experienced Ally</h2>

We understand the document-related challenges that come with onboarding new clients, and we’ve helped our customers overcome them for over 20 years.

 [Why Revver](https://www.revverdocs.com/solutions/product/why-revver/)

<h2>SUCCESSFUL CLIENT ONBOARDING CAN BE A CHALLENGE</h2>

Our goal is to provide the tools you need to quickly set up new client information, gather additional information, and rapidly begin providing great service for your customers.

<h3>What</h3>

Revver takes new client document tasks, such as gathering customer data, organizing documents, and setting up security, and automates these processes so they are done instantly, without human intervention.

<h3>Why</h3>

The time spent on new client document tasks is overwhelming. Revver transforms new client document work from a burdensome task to an opportunity to delight new customers and accelerate onboarding.

 [Meet Revver](https://www.revverdocs.com/solutions/product/meet-revver/)

<h3>Pain Point</h3>

<h2><a href="/solutions/product/secure-cloud-organization/">Time Spent Structuring Information</a></h2>

Creating folders and organizing new client data takes a lot of time, and if done manually, may not be consistent across clients.

 [Learn More](/solutions/product/secure-cloud-organization/)

<h2><a href="/solutions/product/instant-findability/">Wasted Time Searching</a></h2>

Difficulty finding new client information - or finding missing information - is a headache that nobody wants to deal with.

 [Learn More](/solutions/product/instant-findability/)

<h2><a href="/solutions/product/work-collaboration/">Can’t Share or Gather Files</a></h2>

New client collaboration should be about goals and potential, not managing the gathering, organizing, or signing documents.

 [Learn More](/solutions/product/work-collaboration/)

<h2><a href="/solutions/product/automation/">Uninteresting Document Tasks</a></h2>

Repetitive tasks slow down the onboarding process, potentially turning excitement into frustration or even boredom.

 [Learn More](/solutions/product/automation/)

<h2><a href="/solutions/product/security-and-governance/">Can’t Secure Client Information</a></h2>

All document work must be done securely. A breach of security is a breach of trust, one that your clients may not be able to overcome.

 [Learn More](/solutions/product/security-and-governance/)

<h2>INSPIRED BY PROVEN USE CASES</h2>

We’re the experts in fast, reliable client setup, providing the tools to enable new business by organizing, automating, and speeding up your document-based processes.

 ![](https://www.revverdocs.com/wp-content/uploads/2023/04/Use-Case-New-Business-Onboarding_PageBody_Use-Case_Property-Management_1000x667.avif)

<h3>Property Management</h3>

Focus on renters and their requests, and spend less time processing applications, instantly organizing documents, and automatically sharing important documentation.  

[Explore >](https://www.revverdocs.com/solutions/verticals/property-management/)

 ![](https://www.revverdocs.com/wp-content/uploads/2023/04/Use-Case-New-Business-Onboarding_PageBody_Use-Case_Application-Process_1000x667.avif)

<h3>Application Processes</h3>

Rapidly speed up intake paperwork by automating the application process from start to finish, providing a smooth and efficient experience for new applicants.

 ![](https://www.revverdocs.com/wp-content/uploads/2023/04/Use-Case-New-Business-Onboarding_PageBody_Use-Case_Application-Process_1000x667.avif)![](https://www.revverdocs.com/wp-content/uploads/2023/03/PageBody_NewBusOnbd_FinSvc_1000x667_v2.avif)

<h3>Lending Agencies</h3>

Easily capture documents and the key information contained within them. Track documents that have not been submitted, so you can stay on top of things and focus on being the expert for your client.

[Explore >](https://www.revverdocs.com/solutions/verticals/financial-services/)

 ![](https://www.revverdocs.com/wp-content/uploads/2023/03/PageBody_NewBusOnbd_GovSvc_1000x667_v2.avif)

<h3>Government Services</h3>

Revver automatically routes documents for approvals, eSignatures, and secure organization, helping facilitate applications for permits, certifications, and licenses.

[Explore >](https://www.revverdocs.com/solutions/verticals/government/)

 ![](https://www.revverdocs.com/wp-content/uploads/2023/03/PageBody_NewBusOnbd_GovSvc_1000x667_v2.avif)

<h3>KEY PRODUCT FEATURES</h3>

Delight new clients by eliminating repetitive, mundane onboarding document tasks.

 ![](https://www.revverdocs.com/wp-content/uploads/2025/06/Financial-Tourial-Home-Screen.webp)

<h4>Automated Organization</h4>

Create templates that consistently organize new customer information, helping you save time and providing new clients with a standardized way to upload their information.

<h4>Automated Data Extraction</h4>

Revver automatically extracts key data from documents, meaning that when a customer submits a file, you won’t have to capture key data within the document yourself.

<h4>Smart Forms</h4>

Turn existing onboarding documents into digital forms, so customers can easily fill them out, and you can automatically store the file and capture key information as metadata.

<h4>Governance and Compliance</h4>

Meet your client’s security needs by setting security, retention, and governance policies to immediately apply to all new customer data.

 [Meet Revver](https://www.revverdocs.com/solutions/product/meet-revver/)