Application & Requirements

We have partnered with ClearValue Consulting to utilize their vendor registration platform known as CONNECT!. This service will automatically update your coverage areas, service offerings, and license/E&O information within our system.

As a part of the registration we will be requiring the below documents to be uploaded in CONNECT! before you can receive orders:

  • License
  • E&O
  • W9

We cannot utilize emailed copies of these documents.

CONNECT! is available at the address below:

Once you have logged into CONNECT!, please click “Clients” from the options listed on the left, then locate SettlementOne and click the “Apply” button next our name.

You will then need to make sure all of the documents are uploaded that are SettlementOne requirements.

The CONNECT! platform allows you to provide a background check to your linked clients, HOWEVER, this is not a requirement for SettlementOne. You DO NOT need to complete a background check for inclusion on our panel.

If you need assistance logging into CONNECT! please contact their support team by e-mail: