Do we have to build our forms from scratch?
A set of ready-made onboarding forms comes with the platform, and standard KYB questions sit in the library from day one. You add what your programs require on top, and a client's program can start from the baseline you seeded.
In detail
No. A set of ready-made onboarding forms comes with the platform, and standard KYB questions sit in the library from day one. Assembling a form becomes a matter of selection rather than drafting.
You add what your programs require on top. Questions you write join the library next to the standard ones, each with its label, type, helper text and rules, and become available for every form you build afterward.
Typical forms you can start from
- A short qualification form, a few questions to decide whether the conversation continues.
- A standard application for card-present and e-commerce retail, covering what payment partners require from everyone.
- An extended application with deeper ownership, licensing and processing history.
- An application for platforms with their own sub-merchant structure.
Client programs benefit from the same approach. A client's program can start from the baseline you seeded and add the questions its own merchant mix calls for, without rewriting the common part.
Starting from a shared base keeps answers consistent across forms, which makes review faster and comparison easier. A stable identifier keeps each answer traceable, and the live preview lets your team validate exactly what the merchant will see before a form is published.