Credit Onboarding Orchestration

Streamline your entire credit evaluation process from the customer's first-touch with a fully automated, intelligent workflow.

1st Touch

Send Your Microsite Link

As soon as your customer starts onboarding via our Microsite, automated processes begin monitoring and triggering the necessary actions.

Automations

AI Agents & Triggers

Trade Reference Validation
Credit Report
AML/KYC
Decisioning Model Analysis
Real-time Banking Data
Authorizations
Financial Health Analysis
Banking Insights

Instant Results

Records & Integrations

Raw data and analysis results are delivered straight to your inbox, integrated with your ERP or CRM, and always accessible within your Harbr Credit Onboarding Platform.

From the moment a credit application is submitted, our system triggers a series of advanced automations, including trade reference checks, AML/KYC verification, credit report retrieval, decisioning model analysis, and real-time banking data assessment. Comprehensive validation ensures accuracy and compliance, while results are seamlessly sent to your integrations for faster, more informed credit decisions.

Flexible by Design

Harbr trade credit solution adapts to the needs of growing businesses and global leaders alike.

Enterprise Credit Management

Comprehensive trade credit solutions for large organizations with complex global operations and high transaction volumes.

 ​Administrator access control

 ​Global risk assessment

 Custom decisioning policies

 ​Enterprise integrations

Mid-Market Solutions

Scalable credit management tools designed for growing businesses looking to optimize their credit operations.

 ​Multi-entity credit management

 ​Automated credit workflows

 ​Branded customer portal

 ​Performance analytics

Credit API Platform

Powerful APIs that enable developers to integrate credit decisioning capabilities into their existing systems.

 ​Real-time credit decisions

 ​Flexible integration options

 ​Customizable risk models

 ​No-code platform support

Real-Time Financial Intelligence

End-to-end banking data, and actionable insights as a fully integrated component or as a stand-alone platform.

 Consolidated financial data

 ​Identify trends and risks

 ​Flexible deployment

 ​Real-time visibility

Ready to transform your credit operations?

Schedule a personalized demo today.

Ready to transform your credit operations?

Schedule a personalized demo today.

NATIVE INTEGRATIONS

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