Levelup + StackGo
Run compliance from inside Levelup. Checks start from a record and the result lands back on the client.
Also listed under Client onboarding
LevelUp offers flexible tools for Skip Tracing Property, Business and Contact info.
Description supplied by Levelup.
What starts a check
You do not open StackGo. A change in the system starts the work, and the system stays your source of truth.
| Event | What StackGo does | What comes back |
|---|---|---|
| A deal or opportunity is won | Starts intake and runs identity | Status on the contact |
| A contact is created | Sends a branded verification request | Verification status |
| Contact details change | Re-screens against sanctions and PEP lists | Updated status, alert if changed |
What StackGo puts back on the record
A Levelup connector would write named fields onto the record, not a link to a portal. These are the fields StackGo writes on the systems it connects to today.
- Verification status
- Risk rating
- Last checked
- Report link
- Verified name
- Date of birth
- Document checked
- Screening result
- Beneficial owners
- Form responses
- Verification report (PDF)
Every field is optional. What each one holds, and which carry personal data, is set out once in what “integrates with” actually means.
Want Levelup connected?
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