Underwriting and Onboarding Software Solutions.
Reduce risk in underwriting and speed up the onboarding process with powerful technology customized to fit your needs.
Many Growing Financial Service Providers Use Agreement Express.
Industries
Experience Rapid Growth with Our Software.
Increase onboarding speed
Digitize Onboarding and See Revenue Soar.
Give your merchants a 5 minute Stripe-like experience with our onboarding solutions that move your application process online.
Reduce NIGO rates by 30%
Make more informed decisions with resources and data tracking
Manage merchants easily with self serve forms
Increase sales up to 30% with straight-through processing
Decrease underwriting risk
Automate Underwriting and Save Days of Time.
Software that decreases time-to-decision while reducing risk and staying compliant.
Take underwriting time from days to minutes
Process 10x more applications per underwriter
See a 70% reduction in merchant abandonment
Save up to $60 in third-party fees per application
Integrations
Seamless and Secure Data Management, So You Don't Have to Choose Between Easy and Safe.
We keep all your documents organized and bundled by account for easy access and lifecycle tracking. Plus, our data integrates into any platform in your tech stack, so you can have everything you need, in every place you need it.
Simplify wealth management
Keep Client Data in One Secure Place.
Keep track of every document, every step of the way. Stay on top of your account opening process and get insights on those tasks and time management with Agreement Express.
Accelerate time to revenue
Reduce NIGO rates to almost 0%
Leverage our multi-custodian partnerships
Transition your clients in mere days
Increase onboarding speed
Open accounts fast by integrating with your existing CRM.
Transfer your clients; approve, send, and track documents; view your tasks; all in one secure place that integrates seamlessly with your existing infrastructure. Our dashboard truly has it all.
Review, sign, and send documents in one place
View timelines of documents and open cases
Maintain a secure paper trail of all documents
Identify time management issues in processes with a dashboard overview
Integrations
Seamless and secure data management, so you don’t have to choose between easy and safe.
We keep all your documents organized and bundled by account for easy access and lifecycle tracking. Plus, our data integrates into any platform in your tech stack, so you can have everything you need, in every place you need it.
See how much new revenue you could be generating
Use Our ROI calculator to Find Out.
Testimonials
What Our Current Clients are Saying About Our Solutions:
“ Our results, thanks to Agreement Express, are consistent and repeatable, allowing us to focus our time on growing our business.”
ALICE DASSAU
DIRECTOR OF UNDERWRITING, CMS
“ Our ability to quickly underwrite a merchant has been a complete game-changer.”
BRIAN FEHR
COMPLIANCE OFFICER, VALMAR
“ As a payment facilitator, being able to automatically approve our merchants is critical to our business and it’s Agreement Express’s technology that’s really allowed us to get there. ”
Terry MONTEITH
SVP Acquiring & Payments at BlueSnap
Latest resources
Insight and Tools for Quicker Onboarding and Complete Compliance.
Avidia Bank Launches Merchant ScanXpress to Scale their SBO Business
July, 2022, Vancouver, Canada — Agreement Express, the leading client onboarding and underwriting platform for current and emerging…
Underwrite & Monitor Merchants Directly From Your CRM
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4 Industry Insights from the CEO of National Processing
One of the biggest challenges for National Processing, a nationally regarded merchant services company, was ensuring that the…
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“ Supporting our payments partners in their goals to bring payment solutions to their clients quickly and efficiently is a critical aspect of our program, and Agreement Express will help to drive that.” ”