With no code in sight, use our in-app builder to configure your customer record database table to your own requirements, selecting from either our pre-defined fields and/or creating your own custom fields and select your data types.
Once your customer table is ready, your bespoke API will be automatically generated and presented in your very own “API Guide” within the platform, so that you can start onboarding new applicants and existing customers immediately.
For merchant-facing applications, translate your customer table fields into your bespoke data capture forms using another of our design-your-own tools.
Generate custom sign-up forms in your own style and branding, and only ask for the data that you need – helping to keep the process smooth and reducing application abandonment. Go even further by using Shape Verify and Shape Billing, and associate individual sign-up forms with specific AML/KYC/KYB processes and your own merchant billing plans ready for automatic adoption for all successful applications.
Complete the automated
Complete the automated onboarding experience by uploading your standard customer contract and T&Cs into the portal and have them presented to successful applicants for approval.
Have an active referral network?
Shape Onboarding is customisable not just for you, but for your referrers too. Simply register
your referrers in your Shape platform, provide them with their own API keys, and either grant
them white-label permissions to go to market for you with their own branding, or, if you’re
looking to maintain more control, grant them access to the sign-up forms that you create for them.
But don’t stop there; use Shape Billing to assign a commission plan to the sign-up forms
and have earnings shares calculated and invoiced automatically.