Vendor onboarding made simple.

Scale your business with a flexible vendor onboarding system that you and your team can use to automate vendor registration processes.

Delivering ROI for top-notch financial institutions all over the world

Self-Service vendor portal

Simplify the way the documents and contracts are completed by your vendors.

Workflow optimization

Build workflows and connect your vendor onboarding solution to your CRM and favorite apps.

Automated record creation

A friendly, modern interface where you can receive loan documents or communicate with borrowers.

Collaboration & approvals

Facilitate the review work for your team and across departments with a vendor onboarding system.

No friction, No worries.

Decrease the risk and the cost of handling vendor registrations manually. Bring in more transparency to your workflows and increase vendors engagement.

Centralize your vendors records.

Build your onboarding process and invite vendors to submit required information from a single entry-point.

Our self-service vendor portal is flexible and customizable with your branding which helps you automate and streamline the registration process.

Ensure vendor compliance & easier registration.

Help your team focus on their work from a neatly organized dashboard where each record can be reviewed and progressed without missing a critical step or a deadline.

Synchronize your data with any tool.

Quickly connect Clustdoc with any application, service or system, and easily build end-to-end workflows.

Our platform ensures that you'll never need to spend weeks and months to automate your vendor management processes.

PayNearMe builds custom merchant onboarding experiences in a compliant way.

Discover how PayNearMe works with Clustdoc to scale its merchant onboarding and drive more conversions.

What Marketplaces say about Clustdoc

Discover professionals use Clustdoc Client Onboarding Software.

What I like most is that you can easily create templates to use over and over again but you also have the flexibility to customize single applications using a template first. You can sort incoming applications into folders for better organization and overview of various processes.

Sarah review shared on 11.19

The amount of documentation and data that we need to be not only collected, but organized in a way that provides easy access is staggering. Clustdoc provides a highly customizable solution to this problem that is so commonplace among multiple industries.

James review shared on 04.22

Clustdoc makes systematizing your client onboarding easier than ever. Not only this though, it makes reminding your clients about outstanding items as easy as a click of a button.

Chaz review shared on 06.20

This tool is flexible to use for both our clients and organization to maintain quality standards for information collection and process management. I like the fact that it keeps our on-boarding of new clients focused with information collecting in one easy process.

Joaquin review shared on 01.20

I loved the fact that I can have my clients go to the form, fill it up and log-off and log-in again to continue their update on the form. Something that my clients are struggling when I was using Google forms on onboarding.

Kirk review shared on 11.19

A solution that will save you time and help you keep track of your customer records. You are looking for an efficient and secure 100% online document collection and file verification tool! Then this tool is for you.

Nourredine review shared on 07.20

Meet your new vendor onboarding system.

Improve your supplier management operations with Clustdoc.