Request. Receive.
Monitor.
You are the one collecting the file. Spheros turns onboarding from six weeks of email chasing into a request your client answers once, and a record that stays current for as long as the relationship lasts.
Swipe the dashboard to explore →
Your analyst emails a checklist. The client sends nine attachments, four of them wrong, two of them expired.
Three to six weeks added to onboarding, and a revenue-generating relationship sitting idle the whole time.
One request, answered from a Vault your client already maintains. Complete on arrival, and current from then on.
Send one request,
not a thread
Build your diligence checklist once and reuse it for every client, borrower, or vendor. Open a Connection if they are on Spheros, or send a Link if they are not. Nothing to install on their side.
Get a complete
file, not an inbox
Everything arrives in one structured file: named, dated, and mapped to the item you asked for. No zip archives, no "see attached", no version guessing. Your analyst opens one screen and reviews.
Verification runs alongside the file, screening the entity against available records and surfacing adverse findings, so risk is assessed before you commit rather than after.
Refresh without
re-asking
Onboarding is not the end of the work. When a client updates their Vault, your file updates too. Periodic reviews stop being a fresh document hunt and become a look at a record that was never allowed to go stale.
Six concepts, read from your
side of the table
The same small vocabulary your clients use, described by what it does for the institution collecting the data.
Connection
A standing channel to a client already on Spheros. You request once and the relationship stays live, no re-onboarding at renewal.
Ask Spheros
An AI assistant that reads the file the moment it arrives, pulls the figures and dates your analysts would key in by hand, and flags gaps and inconsistencies before review starts.
Vault
Your client's own encrypted store. Because they maintain it, what you receive is already assembled and already current.
Verification
Screens the entity against available records and surfaces adverse findings, so risk is assessed before you commit, not after.
Workspace
Where credit, legal, and compliance review the same file together. One thread of decisions instead of five forwarded chains.
Network
Every client and vendor you are connected to, in one view, with the status of each file and what needs attention next.
No rip-and-replace
Spheros sits in front of the systems you already run. Your policies, your risk tiers, your system of record.
Your checklist, your policy
Requirements are configured to match your existing diligence standards, per product and per risk tier.
Workspaces per relationship
Relationship managers, credit, legal, and compliance work the same file without forwarding a single attachment.
Export where you need it
Completed files and audit trails move into your CRM, loan origination, or GRC system of record.
The result: files that close in days and stay current for years
Run one onboarding through Spheros
Bring a live file to a 30-minute session. We will show you the request, the completed file, and the audit trail your examiners will ask for.