Product guides · For your team · §01 · The big picture

Meet Carousel

Carousel replaces long static forms and the manual chasing that follows. Instead of collecting documents, IDs, bank statements, and signatures over email, you build one guided flow — a workflow — and share it. Applicants complete it on any device, and the verified results land in your Portal as structured data.

The loop: build a workflow → share its link → applicants complete a guided, verified flow → you review each submission in the Portal and export or route it onward.

Watch the walkthrough

A quick guided tour from Jason — the fastest way to get oriented before you dive in.

Walkthrough Jason's guided tour of the Portal.