The future of data intake — automated, modular, and built for real-time decisioning.

Carousel PoS is a fully redesigned applicant intake interface that allows teams to collect, verify, and decision applicants instantly, with zero dev overhead. It’s not just a form — it’s an end-to-end orchestration layer for onboarding and qualification.

We built it to replace clunky PDFs, brittle webforms, and scattered intake tools — all with a single link.

What It Does

Carousel PoS connects the dots between applicant data, third-party services, and your internal decisioning — all in real time.

Key Capabilities:

Modular Step Flows:

Easily configure onboarding flows with steps like:

• Identity Verification (KYC/KYB)

• Financial Verification

• Income Verification

• Document Upload

• E-signatures

• Credit Check & Score Pull

• Custom Questions (text, multiple choice, conditional)

Rule-Based Decisioning:

Each step can trigger custom rules — instantly approve, flag, or reject based on values like account balance, income, or credit score.

Drop-in Integration:

Use Carousel’s own keys for services like Flinks, Equifax, Onfido, or plug in your own — no custom build required.

Bi-directional Sync:

All data can be pushed to your backend via secure webhooks, or pulled via API. Every applicant interaction is trackable.

Built for Compliance:

Fully encrypted, permissioned by role, and prepped for SOC 2, Law 25, and financial audits.

→ Timestamped audit trails

→ Step-by-step logging

→ Consent tracking baked in

Built-in Analytics:

Track drop-offs, step performance, approval rate, and processing time — right from the dashboard.

How It Works

1. You configure a flow.

   Drag-and-drop modules or use presets tailored to your use case (e.g. lending, leasing, onboarding).

2. You share a link.

   Embed it on your website, attach it to an SMS or email — your applicants click and complete the flow in minutes.

3. We handle the logic.

   Carousel runs validations, collects structured data, triggers rules, and sends it back to your system.

Why It Matters

Most companies stitch together 4–7 tools just to onboard one client.

Carousel PoS replaces that with a single, decision-ready flow — no form builders, no conditional logic hacks, no engineering backlog.

You’ll convert more applicants, reduce ops load, and move faster — all while staying compliant and in control.