Every feature, in detail.

CredFlow runs the full credential lifecycle. Below are the capabilities that matter most to boards, certifying bodies, and licensing organizations — with an honest note on what's shipping today vs. on the roadmap.

Applications & eligibility

From first form to first decision — configurable, auditable, and tied to your fee schedule.

Custom application forms

Per credential type, with conditional logic, document upload, and multi-step save-and-resume.

Eligibility rules engine

Encode your prerequisites — degrees, hours, prior credentials — and the platform enforces them.

Application review workflow

Reviewer queues, structured rubrics, comments, and decision logging.

Fee assessment

Application fees, late fees, refund handling, and waiver workflows tied to applicant state.

Exams & certifications

Eligibility uploads, results processing, and the certification record that ties it all together.

Pearson VUE SFTP sync

Eligibility uploads and result downloads automated. VUE Connect API on the roadmap.

Score processing

Pass/fail logic, score reports, and re-test eligibility windows handled per credential.

Certification issuance

Auto-generate certificate numbers, effective dates, and digital badge tokens on pass.

Appeals & status requests

Built-in appeals portal with structured reviewer flow and decision audit trail.

Continuing education & renewal

Keep credentials current without making your team retype every CE submission.

CE / CM submissions

Self-service portal where credential holders log activities, upload evidence, and track progress.

Activity validation

Approval workflows, randomized audit selection, and anomaly flags for review.

Renewal cycles

Per-credential rules for CE point thresholds, time-in-status, and renewal windows.

Automated reminders

Email + dashboard nudges at 90, 60, 30, and 7 days before renewal expires.

Public face of your program

A branded, fast verification experience for everyone outside your organization.

Public verification portal

Branded at verify.yourdomain.com. Search by name, credential number, or scan QR.

Digital badges

Open Badge-style tokens credential holders can share on LinkedIn, email, and resumes.

Roster listing

Optional public directory of certified holders, with privacy controls per role.

Custom domain & theme

White-label portal with your logo, colors, and copy.

Admin, audit & compliance

Built for accreditation reviews, board reports, and the unhappy day someone asks “who changed this?”

Immutable audit logs

Append-only with actor, timestamp, before/after state. 7-year retention.

Role-based access

Applicant, candidate, diplomate, staff, admin, reseller-admin, super-admin tiers.

Reports & exports

Excel and PDF exports for board packets, accreditation evidence, and finance.

Multi-org isolation

One platform across multiple credentials/orgs with row-level security in Postgres.

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