New Business Onboarding
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
Experienced Ally
We understand the document-related challenges that come with onboarding new clients, and we’ve helped our customers overcome them for over 20 years.
SUCCESSFUL CLIENT ONBOARDING CAN BE A CHALLENGE
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.
What
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.
Why
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.
Pain Point
INSPIRED BY PROVEN USE CASES
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.
Property Management
Focus on renters and their requests, and spend less time processing applications, instantly organizing documents, and automatically sharing important documentation.
Application Processes
Rapidly speed up intake paperwork by automating the application process from start to finish, providing a smooth and efficient experience for new applicants.
Lending Agencies
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.
Government Services
Revver automatically routes documents for approvals, eSignatures, and secure organization, helping facilitate applications for permits, certifications, and licenses.
KEY PRODUCT FEATURES
Delight new clients by eliminating repetitive, mundane onboarding document tasks.
Automated Organization
Create templates that consistently organize new customer information, helping you save time and providing new clients with a standardized way to upload their information.
Automated Data Extraction
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.
Smart Forms
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.
Governance and Compliance
Meet your client’s security needs by setting security, retention, and governance policies to immediately apply to all new customer data.
