Zero manual ops.
From signup to payout.
Most prop firms scale to a wall: more customers means more manual work for your ops team. PropForge breaks that ceiling. KYC, account creation, certificates, and payouts run themselves — so you can scale to thousands of traders with the team you have today.
Manual ops kill scaling.
Every prop firm hits the same ceiling: ops headcount scales linearly with traders. KYCs pile up. Account creation falls behind. Customers churn while waiting for credentials.
Signup-to-trading delay
Customer pays, then waits hours for manual KYC review and account creation. By the time credentials arrive, half are too frustrated to come back. You're losing revenue you already collected.
Ops team = bottleneck
Every new customer adds work. KYCs, account setups, certificate emails, payout reviews. Your team scales linearly with traders, eating margin. By 1,000 traders you need 5 ops people just to keep up.
Vendor lock-in on payments
Most prop firm software forces you onto their payment processors, with their fees, their geographic restrictions, their crypto support (or lack of). You can't optimize for your customers' actual needs.
From checkout to credentials. Under 60 seconds.
Real timestamps from a real signup. Every milestone, every action, every elapsed second — visible.
Every operation that scales, automated
Four core processes that eat operations time at growing prop firms. PropForge handles all four end-to-end.
Automated KYC verification
Integration with industry-leading providers Veriff and SumSub. Identity verification runs automatically after checkout, results sync back to the trader's profile, and account access is unlocked the moment KYC clears.
- Two providers, your choice. Veriff and SumSub integrated. Use either. Switch between them per region or risk profile.
- 3-step flow. ID document, supporting document, liveness check. Same flow your traders already know from major exchanges.
- Conflict detection built in. KYC data is cross-referenced against existing accounts. Same person, multiple accounts? Flagged automatically.
Automated account creation
The instant payment clears, the trading account is provisioned on the requested platform, credentials are emailed, the trader portal unlocks, and the challenge starts. Average end-to-end time: under one minute. KYC can be enforced at signup, deferred to first payout, or skipped entirely depending on your firm's policy.
- Pay-to-trade in under 1 minute. No back-office queues. No human approvals. Just instant access.
- Multi-platform routing. Account created on whichever platform the trader chose at checkout: MT4, MT5, cTrader, TradeLocker, Match-Trader.
- Branded credential emails. Your firm's logo, your firm's tone, your firm's onboarding instructions. Fully customizable email templates.
Automated branded certificates
Every phase pass, every funded milestone, every payout — branded certificates auto-generated and delivered to the trader. Custom marketing certificates for promotional campaigns. All archived in admin for compliance.
- Phase, funded, and payout certificates. Auto-issued on every milestone. Different template per type, all branded as your firm.
- Custom marketing certificates. Need a "Top 100 Trader" award for a campaign? A "Black Friday Special" certificate? We build it.
- Centralized archive. All certificates ever issued, searchable by trader, challenge type, date. One-click download or regenerate.
Automated payouts
Trader requests withdrawal, the system validates against challenge rules and risk engine flags, payout is processed and dispatched. Optional manual review for amounts above your defined threshold. You set the policy, automation enforces it.
- Auto-validation against rules. Before any payout processes, the system checks consistency rules, drawdown history, KYC status, and live risk engine flags. Disputes prevented before they happen.
- Configurable manual review. Auto-pay below your threshold. Hold above for review. Custom rules per challenge type, trader segment, or payout history.
- Trader-side payout request UX. Clean dashboard for traders to request payouts, see status (Requested → Validated → Processing → Paid), and download payout certificates automatically.
Two prop firms. Same Monday morning. Two very different inboxes.
The fastest way to know if your automation is actually working: don't check your dashboard. Check your support inbox.
Both firms had identical traffic last weekend. Both processed 47 paying customers across Friday night, Saturday, and Sunday. Both have a 5-person ops team starting work at 9 AM Monday.
The only difference: one is running on full automation, the other is running on spreadsheets, broker portals, and overnight queues. Here's what they each see when they open their support inbox at 9:00 AM sharp.
The 5-person ops team spends the next 3 hours apologizing, refunding angry customers, manually checking which accounts were created vs which weren't, and trying to catch up on the KYC backlog. By noon, they're still triaging — and 12 new payments came in during that time. The queue grows faster than they can clear it.
One ops person checks the 2 KYC exceptions that got auto-flagged overnight (15 min). Another reviews the 1 large payout above threshold and approves it (5 min). The other three are working on growth: marketing, partnerships, new challenge designs. The queue stays empty regardless of volume.
From 100 traders to 10,000 traders. Same ops team.
The reason prop firms hit a growth wall isn't marketing — it's ops capacity. Adding traders means adding ops people. Adding ops people erodes margin. Eventually you stop scaling because every new trader costs more than they earn.
PropForge breaks that math. Here's what scaling actually looks like when automation handles the volume.
Automation FAQ
The questions every founder asks before automating their prop firm operations.
How fast is the signup-to-trading flow really?
Under one minute on average. Payment clears, KYC runs through Veriff or SumSub, account is provisioned on the requested platform, credentials are emailed, trader portal unlocks. The whole sequence takes 30-60 seconds depending on KYC provider response time.
Can I really use any payment processor?
Yes. Because PropForge is built on WooCommerce, any payment gateway with a WooCommerce plugin works out of the box. That's hundreds of options including Stripe, Confirmo, Coinbase Commerce, PayPal, Wise, regional processors, and direct crypto. No vendor lock-in. Switch processors anytime.
What if KYC fails on a legitimate customer?
Failed KYCs are flagged in admin for manual review. The trader is notified and can retry or submit additional documents. You're not locked into a fully automated flow — exceptions go to a queue your team can resolve, while the 95% of clean signups process automatically.
Can certificate templates match my brand?
Fully. Your logo, colors, fonts, layout. Different templates per certificate type (phase pass, funded, payout). Custom marketing certificates for promotional campaigns. Everything generated as branded assets your traders can share on social.
Do I have to fully automate payouts?
No. You set the rules. Auto-pay below a threshold (e.g. under $5K). Hold for review above. Different rules per challenge type, per trader segment, or per region. Combine automation speed with human judgment wherever it matters.
Will automation hold up at 10,000 traders?
Yes. Each PropForge client runs on dedicated, scalable infrastructure. As your trader count grows, the automation scales horizontally. The whole point is that adding a thousand traders doesn't mean adding ops headcount.
Explore the rest of the platform
Automation is one piece. Here's what else PropForge does.
Risk Engine
Sub-second violation detection. Dedicated server per client. Built by operators.
Learn moreMulti-Platform Support
MT4, MT5, cTrader, TradeLocker, Match-Trader. Run any platform you want.
Learn moreWordPress Integration
WooCommerce, any plugin, any theme, full design flexibility. No vendor lock-in.
Learn moreSee the automation running live.
30-minute demo. We'll walk through a real signup-to-payout flow on the platform and answer your operational questions.