Korvus OnboardCounterparty onboarding and compliance
Every document. Collected. Current.
Onboard turns supplier setup into a self-serve checklist: W-9s, insurance certificates, and certifications collected, read, and checked against your minimums, with renewals requested before anything expires.
Why Onboard
Compliance, collected.
Capabilities
The paperwork, handled end to end.
Checklists that run themselves
Define the packet once: which documents, which are required, what the instructions say, and when each one expires. Send it to a counterparty and watch completion tick up without a single chasing email.
Read, checked, and reviewed
Korvus Scribe reads each upload and checks it against your minimums: legal names, TINs, policy limits, expiration dates. Anything ambiguous lands in a review queue for a person. Nothing is ever rejected by a machine.
Renewals on autopilot
Every accepted document carries its expiration date. Before it lapses, Onboard asks the counterparty for a fresh copy, nudges them on a cadence you set, and shows you exactly what is expiring across every partner.
How it works
From first hello to fully compliant.
Invite
Send the packet
Pick a template, name the contact, done. New counterparties get an account and a checklist in one email.
Upload
They self-serve
The counterparty sees exactly what is needed, uploads each document, and tracks their own progress.
Verify
Checks run instantly
Extraction and your rules verify each document in seconds. Clean passes auto-accept; the rest queue for your review.
Renew
Compliance stays current
Expirations are tracked, renewals are requested ahead of time, and the dashboard shows what needs attention.
Stop chasing paperwork.
Onboard is in early access. Tell us what you collect from counterparties and we'll get you set up.