Client onboarding
FoundationOnboarding that follows your process, not ours.
Build the flow a customer goes through from first interest to walking out with a phone: asked questions, document validation, type and timing of credit scoring, timing of device registration.
What you get
No-code flow builder
Add, remove and reorder steps without a developer. Run different flows per product, shop or partner.
First-contact questions
Capture interest with a short questionnaire: who the customer is, which phone they want, how they heard of you. Leads reach the back office even when captured offline.
Document verification step
ID, proof of address, photos and signature, with a validation step where someone other than the agent checks them.
Credit-score step
Plug in cellKi's credit check, your own rules or a bureau at the point of the flow you choose, and route approvals, declines and referrals.
Device registration timing
Decide when the phone is enrolled on the locking platform: at validation, at down payment or at handover.
Audit trail
Every step is timestamped and attributed, so you can see who asked, who validated and when the device was registered.
Works with any LMS
Push completed applications to cellKi's loan management — or to the LMS you already run.
How it works
- 01
Express interest
The customer answers the first questions with an agent, in a shop or online.
- 02
Validate
Documents and credit score are checked at the steps you defined, by the people you chose.
- 03
Activate
The contract is signed, the down payment is recorded and the phone is registered for locking at the moment you set.
Works with
Pair it with the other modules
FAQ
Common questions
Can different shops use different flows?
Yes. Flows can be assigned per product, shop, region or partner, and changed at any time.
Do I have to use cellKi's loan management?
No. Onboarding works as a stand-alone front end: completed applications can be pushed to any LMS through the API or exports. cellKi's loan management is one option, not a requirement.
Do I need the credit check module?
No. The credit-score step can call cellKi's credit check, your own scoring rules, a credit bureau, or be skipped altogether.
Does it work offline?
Yes. Agents run the flow offline in the mobile app; validations that need another person happen when the data syncs.
See your onboarding flow built live.
Describe your process during the demo and we will configure it in front of you.