Onboarding used to mean sending documents, waiting for replies, fixing errors, repeating steps.
With Deal, onboarding becomes a structured sequence instead of a guessing game.
Flow Breakdown
- invite sent
- details submitted
- documents uploaded
- verification steps
- onboarding completed
Side-by-Side
| Step | Manual Process | Deal Flow |
|---|---|---|
| Invite | System invite | |
| Docs | Attachments | Upload section |
| Status | Unknown | Visible |
| Completion | Delayed | Structured |
Why This Works
Because people don’t get stuck — they follow a path.
Feedback
- “No more asking ‘what’s next?’”
- “Everything is clearly structured.”