--- title: Processing your Client's Application description: Once an application is received, it goes through a review process which can be configured to include multiple reviews to ensure your best practices are supported. --- [Skip to content](https://help.kooltra.com/knowledge-base/processing-your-clients-application#main-content) English Show submenu for translations [Customer portal](https://help.kooltra.com/client-portal?hsLang=en) ![Kooltra\_Logo\_Green\_Eggplant\_RGB-1](https://help.kooltra.com/hs-fs/hubfs/Kooltra_Logo_Green_Eggplant_RGB-1.webp?width=200&height=67&name=Kooltra_Logo_Green_Eggplant_RGB-1.webp) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://help.kooltra.com/client-portal) - [Go to Kooltra Platform](https://kooltracore.cloudforce.com/) [Go to Kooltra Platform](https://kooltracore.cloudforce.com/) Search the knowledge base - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.kooltra.com/knowledge-base?hsLang=en) 2. [Client Journey at a Glance](https://help.kooltra.com/knowledge-base/client-journey-at-a-glance?hsLang=en) 3. [Onboarding and Client Setup](https://help.kooltra.com/knowledge-base/client-journey-at-a-glance?hsLang=en#onboarding-and-client-setup) # Processing your Client's Application ## Once an application is received, it goes through a review process which can be configured to include multiple reviews to ensure your best practices are supported. ### The client relationship manager receives the application Once your client’s onboarding application is submitted, their compliance status on the “Counterparties” page updates to "Sales Review - Onboarding." This notifies the client relationship manager that the application is ready for review. After verifying that all details are complete and accurate, the application will then be submitted to the compliance department. ![The client relationship manager receives the application](https://help.kooltra.com/hs-fs/hubfs/The%20client%20relationship%20manager%20receives%20the%20application.png?width=534&height=250&name=The%20client%20relationship%20manager%20receives%20the%20application.png) ### The relationship manager submits to the compliance department After submission, the status changes to "Compliance Review - Onboarding," allowing your compliance team to step in. They’ll perform crucial checks such as business and address verification, watchlist screenings, ID verification, and risk assessments. Additionally, they can add internal notes and complete a KYC checklist, ensuring no detail is overlooked in the process. ![The relationship manager submits to the compliance department](https://help.kooltra.com/hs-fs/hubfs/The%20relationship%20manager%20submits%20to%20the%20compliance%20department.png?width=528&height=248&name=The%20relationship%20manager%20submits%20to%20the%20compliance%20department.png) ### The compliance department performs their checks and due diligence  Once all the checks are done and requirements are met, the compliance team will approve the onboarding application.  ### Your client is now verified and ready to trade! - [Getting started](https://help.kooltra.com/knowledge-base/getting-started?hsLang=en#main-content) - [Kooltra Access](https://help.kooltra.com/knowledge-base/getting-started?hsLang=en#kooltra-access) - [Knowledge Resources](https://help.kooltra.com/knowledge-base/getting-started?hsLang=en#knowledge-resources) - [Entity Setup](https://help.kooltra.com/knowledge-base/getting-started?hsLang=en#entity-setup) - 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