Lunar Rails Prepared Onboarding

Prepared for you

Your activation path

Confirm the prepared plan and complete the open items.

Discovery prepared

Choose the first House services to activate

See the full Banking House envelope, then activate only the modules needed for the first useful workflow. Each selected service explains what Lunar needs before it can go live.

Prepared primary goal

Change primary goal

Prepared roster

Confirm the people who belong on this account

Lunar prepared this roster from discovery. Correct the names, invite anyone missing, and make sure each person has the right authority for launch.

People needed

These roles need to be covered before the selected services can activate.

Document room

Grouped by priority: what is required now, what your selected services need, and what is optional or deferred until later.

Progress

Complete the open items below.

Ready when complete: Lunar reviews the file and moves the first workflow forward.

Review and submit

Complete the open items, then send the activation file to Lunar.

What happens next

1. Lunar reviewsWe check the submitted file and contact you if anything needs clarification.

2. Services unlockEach service moves forward when its requirements are complete.

3. First useWe confirm limits, funding, and the first live workflow with your team.