Entity Onboarding Portal
A secure self-service platform for digital agent registration and application management, integrated with Microsoft Dynamics 365 CRM.
The Entity Onboarding Portal is a secure self-service platform designed to streamline the onboarding process for title agents joining the Stewart Trusted Provider® network. Previously, onboarding information was collected manually by Area Sales Managers and entered into Microsoft Dynamics 365 CRM. The portal transformed this process by allowing agents to directly submit their information, upload required documents, and manage applications online — significantly reducing manual effort and improving data accuracy.
The portal integrates with Microsoft Dynamics 365 CRM, automatically synchronizing submitted data into Entity and Individual Applications for review and approval. Area Sales Managers can review applications, verify documents, conduct background checks, and manage the onboarding lifecycle through CRM — creating a seamless end-to-end onboarding experience.