Wholesail's wholesale application portal replaces paper onboarding with a branded online flow — custom application fields, an admin review queue, one-click approval, instant portal access, and a welcome email on day one. Live in under 2 weeks.
74% of B2B buyers say they would switch suppliers for a better digital onboarding experience.
New accounts fill out a paper form or email a PDF. Someone on your team receives it, reviews it manually, sets up the account in your system, and emails credentials back. This takes days.
There is no audit trail of who approved an account, when, what credit terms were granted, or whether all required information was collected. This creates compliance and dispute problems downstream.
New accounts wait 2–3 days for access. Some follow up to check on their application. Some don't follow up at all and quietly go to a competitor while they wait.
Sales reps chase down incomplete applications from new accounts — missing tax ID, no credit references, skipped fields — before they can even get to the approval step.
New accounts apply through your branded online application. Your admin reviews submissions in a queue, approves with one click, and the account gets portal access instantly. No paperwork. No delays.
Every application is logged with submission timestamp, reviewer, approval date, and the terms configured at approval. You have a full record without maintaining it manually.
Approved accounts get portal access the moment you approve them. No waiting. No follow-up calls from prospects sitting in limbo. The experience of becoming a customer is fast and professional.
Your application form enforces required fields before submission. Incomplete applications don't make it to the review queue. Reps spend time closing accounts, not chasing paperwork.
“
We lost accounts during onboarding. Someone would ask to apply, we'd send the PDF, and by the time we got it back and processed it, they'd already started working with someone else. Wholesail's application flow changed that completely. Accounts apply online, we review it that day, and they're in the portal by afternoon. We've signed more new accounts in the last 90 days than the entire prior year.
of B2B buyers say they would switch suppliers if a competitor offered a better digital onboarding experience
average time to activate a new wholesale account using a paper or email application process
from your first call to a fully deployed, branded portal live for your clients
5 minutes. We review your answers before your call so every minute is spent on building your portal, not discovery.