Agreement Express is a multi-tenant Software as a Service platform hosted securely in the cloud. Our unique template and workflow platform allows customers to quickly capture client onboarding data from any device connected to the internet.  Our Document-Oriented Database allows our customers to instantly visualize, aggregate, report on, and retrieve data for re-use. Data is never trapped in a CRM, PDF, image, or paper form.

Agreement Express Security

Agreement Express securely encrypts and hosts all customer data in PCI-certified hosting centers. Since Agreement Express is an end-to-end onboarding automation solution, you can rest knowing your client data is secure.

Secure Hosting

Agreement Express’ service is hosted in secure hosting facilities that are PCI DSS and SOC 2 Type 2 certified. Our servers are located in Canada, the United States, and the U.K.

Data Transmission Security

All web communications used to interact with or view Agreement Express documents transfer data over HTTPS with Transport Layer Security (TLS) cryptographic protocols.

Agreement Express Secure Fields

Sensitive data processed through Agreement Express can be configured as AES encrypted secure fields. Data collected through these fields are access protected and all access activity is logged and reportable on.

Multi-factor Access Protection

Documents within Agreement Express can be protected using multi-factor access protection. When using Access Protected Documents users may optionally add an additional security code that will be required, along with their password, to access the document. When this feature is activated the user password and the security code is required each time the document is opened.

Protecting Sensitive Data within Agreement Express

Customer documents published via Agreement Express may be confidential, or incorporate data fields that capture sensitive information. Information may be considered sensitive due to regulation or statute (i.e. personal health information), or due to industry requirement (i.e. credit card numbers), or due to customers’ own policies. In cases where information is considered sensitive, customers can use multi-factor access protection for certain documents, and/or choose to use Agreement Express “Secure Field” functionality to encrypt the captured sensitive data.

All documents published via Agreement Express are also securely protected during transmission, and are stored in secure hosting facilities, as described further below.

Integrations and APIs

These are just some of the integrations we offer. Contact us for more details.

Direct API
Payment processing gateway integration
Cloud based HelpDesk, Case Resolution API
Technology that integrates with legacy systems, 3rd party systems and customers on any device
SMS verification – mobile device confirmation – linking an active session to a user
Electronic Fax gateway for automatic attachment processing
BFI Merchant Onboarding Platform, MOSS v2 Merchant Onboarding Platform
eIDverifier, Credit Scoring (BEACON, FICO, BNI)
Technology that integrates with legacy systems, 3rd party systems and customers on any device
Technology that integrates with legacy systems, 3rd party systems and customers on any device
Publishing from online form / widget, Maps lookup
Technology that integrates with legacy systems, 3rd party systems and customers on any device
Online Payment Gateway for Credit Card transactions
“Wallet based” ID verification, ExpectID “reflexive questioning” ID verification
US & Canadian Address Validation Postal / Zip code lookups
KYC SiteScan automates the KNOW YOUR CUSTOMER verification process for your merchant underwriting department