Entity Onboarding Portal – Digital

Entity Onboarding Portal – Digital Agent Registration & Application Management

The Entity Onboarding Portal is a secure self-service platform designed to streamline the onboarding process for title agents joining the Stewart Trusted Provider® network. Previously, onboarding information was collected manually by Area Sales Managers and entered into Microsoft Dynamics 365 CRM. The portal transformed this process by allowing agents to directly submit their information, upload required documents, and manage applications online, significantly reducing manual effort and improving data accuracy.

The portal integrates with Microsoft Dynamics 365 CRM, automatically synchronizing submitted data into Entity and Individual Applications for review and approval. Area Sales Managers can review applications, verify documents, conduct background checks, and manage the onboarding lifecycle through CRM, creating a seamless end-to-end onboarding experience.

Role & Impact – QA Engineer

• Owned the end-to-end quality assurance efforts for the Entity Onboarding Portal. • By validating critical business processes and edge cases through structured testing in Azure DevOps, I helped achieve zero production defects at launch, ensuring a seamless onboarding experience for both agents and internal stakeholders. • Performed smoke, sanity, regression, and end-to-end testing across multiple releases, proactively identifying defects and maintaining a defect escape rate below 3% throughout the project lifecycle.

Key Outcomes • Delivered the Entity Onboarding Portal with 0 production defects at go-live. • Increased test coverage through comprehensive test design and execution in Azure DevOps. • Maintained <3% defect escape rate, reducing release risk and improving platform reliability. • Validated seamless integration between the onboarding portal and Microsoft Dynamics 365 CRM, ensuring accurate and secure onboarding data processing.