Walkthroughs
From first application to ongoing risk management.
See how Riskdefy helps your team organize applicants, collect documents, prepare applications, and manage alerts and disputes in one workspace.
Walkthrough 01
Work your lead list
Search, filter and sort incoming leads, then open one to see its details and next steps.
Search and filter your lead list
Open a lead to see its details
Move qualified leads into onboarding
Full Name | Flows | Applications | Company | Stage | Status | ||
|---|---|---|---|---|---|---|---|
| Brooks Auto Detail | Application Started | Missing | |||||
| Nair Family Dental | Application Populated | Pending | |||||
| Reyes Landscaping | Application Started | Missing | |||||
| Torres Coffee Collective | Application Populated | Completed | |||||
| Kim Yoga Studio | Application Started | Missing |
Walkthrough 02
Organize Corps and DBAs
Understand how businesses, DBAs, applications, and merchant accounts fit together.
Review linked DBAs under each Corp
Open business and application details
Continue onboarding from the correct business
Corps
41 totalDemo dataID ↓ | Type | Categ… | Corp Name | Status | Created | DBAs | MIDs | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Applicant | ISO | Prairie Wind Farms | 2026-07-29 15:57:02 | 0 | 0 | |||||
Prairie Wind Farms Applications No applications yet. 0 applications | ||||||||||
| Agent | ISO | Lighthouse Pharmacy | 2026-09-17 02:10:14 | 0 | 0 | |||||
| Agent | Corp | Ember & Oak Grill | 2026-07-06 19:57:52 | 0 | 0 | |||||
| Admin | Sub-ISO | Clearwater Plumbing | 2026-10-25 20:52:26 | 1 | 1 | |||||
| Admin | Corp | Golden Spike Tours | 2026-07-05 21:49:56 | 1 | 1 | |||||
| Admin | Corp | Polaris Auto Glass | 2026-09-13 21:22:22 | 0 | 0 | |||||
Walkthrough 03
Start a document package
Pick the reseller and applicant, choose a template and collection, and send a package to complete.
Choose the reseller and applicant
Pick a document template and collection
Send the package for the applicant to complete
Walkthrough 04
See the applicant’s side
Applicants get a simple portal to fill in business details and upload what you’ve requested.
Applicants open the portal from their invite
Fill in business and owner details
Upload requested documents from any device
Marisol Vance
- App Started
- Documents
- App Populated
- App Sent
- Merchant Created
Walkthrough 05
Track document requests
See every folder of requested files, what’s done and what’s still owed, in one progress view.
See which files are owed, uploaded, or awaiting review
Open a request to upload a file or fill a form
Watch progress update as items are completed
Walkthrough 06
Review submitted documents
Step through each uploaded file, then accept it or return it with a reason the applicant can act on.
Preview each file next to its request
Accept a file or return it with a reason
Monitor progress toward a complete package
Jordan Ellis
- App Started
- Documents
- App Populated
- App Sent
- Merchant Created
Application Documents
7/7Walkthrough 07
Prepare application details
Review saved KYC details, assignments, and collection mappings before generating application PDFs.
Check application KYC details
Confirm processor and DBA assignments
Review mapped documents and preparation status
Lumen Peak Collagen
Application StartedWalkthrough 08
Track application status
Follow each application through review, with the applicant’s contact details close at hand.
See where each application stands
Keep applicant contact details close
Pick up the next step without searching