Credit Onboarding Automation
Overview
Harbr automates credit onboarding by gathering real‑time trade references, credit reports, AML/KYC, and banking data. It triggers workflows, scores risk, and delivers results to inboxes or ERP/CRM APIs, while continuously monitoring risk throughout the customer lifecycle.
From the official site
Turn credit onboarding into a repeatable, scalable business process. Collect everything once. Trigger every decisioning service automatically. Your workflow, not ours.
The text above is quoted from this tool’s official website — the vendor’s own words.
How to use it
- Open harbr.com, sign in and enter the workspace
- Upload or paste the documents, data and records to be handled
- Choose the goal for this run, such as sorting, rewriting or consolidating
- Check the output and export it into your existing process
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