A Simpler Way to Manage Customer Verifications

A smooth process for verifying your users is crucial for a great experience, whether they are individual consumers or multi-faceted businesses. When verification requires additional information, you need a fast and obvious path to resolution.

That's why we’re excited to announce a significant Dashboard update that streamlines the verification process! Our new "Onboarding" tab for your customers makes troubleshooting any verification issue easier than ever.

One Place for All Onboarding Actions

Previously, you might have found pending actions for customer verification scattered between a notification banner on the "Details" page and an "Action Needed" pop-up modal.

Our new, dedicated "Onboarding" tab consolidates all these items into a single, easy-to-read checklist under "Actions Required to Onboard." Instead of hunting for information, you now have a clear, centralized view of every pending requirement for any customer type.

How Can It Help You?

This update is more than just a visual change – it’s a workflow improvement designed to save you time and effort across the board.

• Find Everything in One Place: No more guesswork. All outstanding requirements are listed clearly on one screen, from a missing SSN for a consumer to a required document or owner certification for a business.
• Troubleshoot with Speed and Efficiency: By replacing pop-up modals with a checklist, we’ve removed extra clicks and interruptions so you can more quickly identify and address issues and successfully verify your users.
• Stay Focused on the Task at Hand: The dedicated "Onboarding" tab creates a focused workspace, separating verification tasks from all other customer details so you can complete them without distraction.

This update is live in your Dashboard now. Sign in to the Dwolla Dashboard and go to the Customers section. Select one of your end users, then select “Onboarding.”

If you have any questions or need assistance, please email support@dwolla.com.