AI-native software for CRAs

Beta opens in October 2026

Your platform,not someone else’s roadmap.

You built your agency your way.
Your software should work that way, too.

An agency desk with an orders screen, client files and a candidate consent flow on a phone.
Your team’s workspace.Clients, orders and the details in between.
A closer view of the candidate’s phone and disclosure documents, connected to the agency workspace.
The candidate’s next step.Disclosure, authorization and intake. In your name.

Illustrative agency experience

A different foundation

Built around the way
you do business.

One connected operating platform for consumer reporting agencies. Customized to your process. Run under your name. Ready for your next chapter.

01

Your workflow. Your roadmap.

A platform shaped around how your agency operates.

Run the day-to-day

Bring your clients and their hierarchies, packages, pricing, orders, billing and credentialing into one operating platform.

  • Organize client relationships
  • Configure packages and pricing
  • Keep billing references with each client

Follow the work through

Follow order and provider status, identify requests for more information and open the report when it is ready. Keep review notes and the audit trail with the work.

  • See what is still needed
  • Review exceptions before moving on
  • Keep the employer’s decision with the employer
Explore the operating platform
02

Your name. Every experience.

Your brand, from the operations portal to the candidate’s phone.

For your team

Run the portal under your agency’s name. Your clients, packages and pricing belong in an experience that feels like your business.

  • Your agency on the portal
  • Your own package configurations
  • A consistent experience for your team

For candidates

A hosted, mobile-first flow guides candidates through disclosure, authorization and intake. AI-assisted ordering still requires the candidate’s consent.

  • Disclosure before authorization
  • Candidate consent in the hosted flow
  • The employer makes the hiring decision
Try your agency’s name
03

A simple per-file fee.

Understand the commercial model before you make a move.

The beta invitation

The beta opens October 2026, with substantially discounted rates for clients you transfer. We walk through pricing and the specific terms on your partner call.

  • A fee-per-file model
  • Beta transfer discounts
  • Pricing and terms reviewed with you

A move with a plan

Connectors we already have can go live on day 1, once we confirm the connection, account access and scope with you. With a letter of intent (LOI), we build a new one in 7 days, once the scope is agreed; allow up to a month for very large custom work. We plan your move client by client.

  • Bring your existing configuration
  • Map your clients and sources
  • Discuss the agreement before proceeding
Read the beta details

01 / The operating platform

Everything connected.
Every detail considered.

Your operations, your candidate experience and your connections, working together in one place. Take a look inside.

Explore the platform
Explore the full platform
THE OPERATING LAYERIllustrative
OPERATIONS / CLIENT PROFILE

A place for every detail.

01 / OPERATIONSConfigured around you
CANDIDATE EXPERIENCE / INTAKE

Progress they can trust.

Candidate intakeProgress saved

Employment history

EmployerExample employer ✓
  1. Editing
  2. Saving
  3. Progress saved

Your newest changes are kept with your application.

One clear step
at a time.

  1. 01Read the disclosure
  2. 02Give authorization
  3. 03Complete intake
02 / EXPERIENCEDesigned for mobile
CONNECTED WORKFLOWS / ROUTING

Your sources. One system.

Your clientsClients’ AI agents
Your agencyRouting + audit trail
Your providersYour data sources
03 / CONNECTIONSMCP + scoped API keys
An illustrative look at your platformTake the full product tour ↗

02 / Make yourself at home

Our platform.
Your signature.

Your team runs the portal.
Your candidates use the consent flow.
Your name belongs on both.

Illustrative
One platform under your brand: the portal your team runs and the consent flow your candidates see.

Try your agency’s name. See the experience become yours.
Nothing you type is sent or saved.

The next chapter is yours

Your next chapter starts here.

The beta opens October 2026. Bring your ideas, your questions and the way you want to work. Let’s talk about your platform.

Book a partner callRead the beta details
Your agency. Your platform.Beta / October 2026