Client & IB onboarding
From lead to verified client, without the back-and-forth.
Your own branded sign-up link, KYC uploads, a review queue and a client portal — in English and Arabic.
Send a registration link, let clients sign up and upload documents on their phone, and approve them from one queue. Every step is mirrored on the CRM lead so sales always knows who still needs to register.
What's included
Branded registration link
A 4-step sign-up with email code or Google sign-in, in English and Arabic.
Client portal & KYC uploads
Clients upload ID and proof of address and track their status themselves.
Review queue
Approve, reject or request documents with reasons the client can see.
Client status on every lead
See and filter who is invited, registering, in review or approved.
Invite to register
Send the link from any lead by email or WhatsApp in one click.
Morning digest & dashboard
Managers get an 8:00 summary of pending applications plus funnel and approval rates.
How it works
- 01Turn on registration in Clients & IBs → Settings
- 02Invite leads or share your link
- 03Review applications and approve
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