KYCSalescheck
For Sales Teams

Close Deals Without Compliance Headaches

Pre-qualify prospects during your first call. Get instant risk scores and document gap analysis so you know which leads are worth pursuing—before compliance gets involved.

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Qualify leads in 15 minutes, not 15 days
Spot deal-killers before investing time
Present to compliance with confidence

Works with your sales stack

Salesforce
HubSpot
Pipedrive
Zoho CRM
Dynamics 365
Live document checker

Screen your documents before compliance rejects them for missing items or unmet requirements

Select the screening documents you have on hand and get instant AI feedback on what's missing -- before compliance raises it. No login required.

Upload Your Documents

Drop your KYC documents here or click to browse. We'll automatically detect document types and provide instant feedback.

Supports PDF, JPG, PNG, DOC, DOCX

Critical Documents

Required for all standard CDD onboarding

0/7

Important Documents

Strongly recommended for complete packages

0/3

Enhanced Due Diligence

Required for high-risk or institutional clients

0/4
Compliance Readiness
0 of 14 documents
0% completeNot Ready
AI Compliance Feedback
Select the documents you have available to receive compliance feedback.

Log in to access the complete 17-point CDD checklist, four-pillar risk scoring, and exportable compliance reports.

Sanctions & Compliance Screening

Screen for Global Sanctions & Risks

Check prospects against OFAC, UN, EU sanctions lists, PEP databases, and adverse media in real-time. Protect your business from regulatory penalties.

Sanctions Lists

Global financial sanctions databases

0/4
OFAC SDN List
U.S. Treasury sanctions list
Pending
UN Security Council
UN consolidated sanctions
Pending
EU Sanctions List
European Union sanctions
Pending
UK Sanctions List
UK financial sanctions
Pending

PEP & Watchlists

Politically exposed persons and enforcement lists

0/3
PEP Database
Politically exposed persons
Pending
INTERPOL Notices
International criminal alerts
Pending
Enforcement Lists
Regulatory enforcement actions
Pending

Adverse Media

Global news and reputation monitoring

0/1
Adverse Media
Global news screening
Pending
Screening Results
Enter name to screen
0
Clear
0
Review
0
Match
0 databases checkedNot Screened
Compliance Feedback
Enter an entity name above to begin comprehensive sanctions and compliance screening across 8 global databases.

Save screening results and generate compliance reports

Simple Process

From Discovery Call to Qualified Lead

Turn every prospect conversation into compliance intelligence. No technical knowledge required—just follow the prompts and get actionable results.

Step 01

Run the Assessment During Your Call

Use our structured questionnaire while talking to the prospect. Ask about their business, locations, ownership structure—questions that sound natural in discovery but capture exactly what compliance needs.

Step 02

Get Instant Risk Intelligence

See the risk score calculate in real-time as you fill in details. Spot red flags immediately—high-risk countries, complex ownership, sanctioned industries—so you can adjust your approach or exit gracefully.

Step 03

Hand Off a Professional Report

Export a complete risk assessment with document checklist. Send it to the prospect as next steps and CC compliance. You look organized, prospects know exactly what to provide, compliance sees you did your homework.

Sector-specific blueprints

Built for your industry

Pre-configured risk frameworks tailored to the regulatory requirements and risk profiles of your specific sector.

Crypto & Digital Assets

VASPs, token issuers, exchanges

Pre-check forms for token issuers, VASPs, and crypto funds with built-in flags for high-risk jurisdictions and FATF grey/black list alignment.

FATF grey/black list screening
Token risk classification
VASP licensing verification
Sanctions list cross-reference

Real Estate

Agencies, brokers, developers

Light corporate and individual KYC pre-checks for buyers and introducers, focusing on source of funds, country risk, and PEP screening.

Source of funds verification
PEP & adverse media flags
Country risk assessment
Beneficial ownership tracing

Legal & Corporate Services

Law firms, CSPs, trust providers

Intake form and risk classification for new corporate structures, trusts, and funds with emphasis on complexity and UBO opacity.

Structural complexity scoring
UBO opacity assessment
Multi-jurisdictional analysis
Wolfsberg questionnaire support

Payments & FX

Payment institutions, FX brokers

Pre-check on merchants and partners with scoring for industry type including gambling, crypto, adult content, and high chargeback sectors.

Merchant risk profiling
High-risk industry flags
Partner due diligence
Transaction pattern assessment
Built for Sales

Tools That Actually Help You Sell

Compliance tools designed by people who understand sales quotas, pipeline velocity, and the pain of deals dying in due diligence.

Instant Risk Scores

Get a clear LOW/MEDIUM/HIGH risk rating in seconds. Know immediately if a prospect is worth pursuing or will get stuck in compliance hell.

Territory Intelligence

Selling into high-risk jurisdictions? Get automatic country risk analysis so you can warn prospects about extra documentation—before they ghost you.

Early Warning System

Spot deal-killers during discovery. High-risk industries, complex ownership, or sanctions exposure flagged before you waste time on a dead-end lead.

Document Gap Analysis

No more back-and-forth. Tell prospects exactly what documents they need upfront. Convert "let me get back to you" into "here you go."

Ownership Mapping

Capture beneficial owner details during your call. Present compliance with complete org charts instead of vague "I think they own it" notes.

Sanctions Pre-Screening

Check prospects against global sanctions lists before your first meeting. Save yourself from the embarrassment of pitching to someone you cannot legally onboard.

Pipeline Protection

Refresh checks on aging deals automatically. Stay ahead of compliance changes that could derail opportunities sitting in your pipeline for months.

Audit-Ready Documentation

Every assessment is logged and exportable. Show management exactly why you qualified or disqualified each prospect—protect your decisions with data.

Simple pricing

Start free, scale when ready

Try the full platform free for 14 days. When your team is ready, subscribe per user with volume discounts for larger teams.

14-day free trial

Sector template

Ready-Made Playbook

0no credit card required

Pre-configured risk questionnaire and scoring model for your sector. Full access for 14 days, no commitment.

  • Standard sector questionnaire
  • Pre-built risk scoring model
  • PDF export with branded output
  • Low / Medium / High risk paths
  • CDD document checklist
  • Country risk database (200+)
  • Email support
Most Popular

Per user, monthly

Professional Plan

17.99/user/month
€17.99/user for 1-4 users
€14.99/user for 5+ users
2 months free when billed annually

Full platform access with custom scoring models, bespoke risk fields, and dedicated support. Volume discounts for larger teams.

  • Everything in the free trial, plus:
  • Custom scoring model design
  • Bespoke risk fields and thresholds
  • Custom document requirements
  • Multi-workflow risk routing
  • CRM / onboarding integration
  • Priority support + training
  • Ongoing model calibration
1
= 17.99/mo
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Stop Losing Deals to Compliance Delays

Join sales teams at banks, fintechs, and regulated businesses who qualify prospects faster, avoid dead-end leads, and close deals without compliance drama.

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