Streamline the collection of merchant application data and eliminate data redundancy

Closing the merchant sale is one thing. Collecting all the details to process the merchant through enrollment is another. Collecting and keeping track of all attachments such as voided checks and other documents essential to the approval process can be burdensome. Using the online application allows your agents to streamline the collection of merchant data and communicate with them through the online application. The online application allows the merchant to log in and complete their own data and the sales agent can then finalize. All through one portal everyone accesses what they need.

Online Merchant Application Feature Highlights

• Sales Agent pushes application when deal is ready to close
• Seamlessly all data captured moves forward from lead to merchant application to enrollment
• Application is built to processor specifications with PDF capability to produce document for signature
• Merchant details stored such as ytd volume, average transactions
• Ability to create service/fee templates to be used by agents
• Push merchant application to enrollment operations with one click

Benefits

• Agents time capturing data is useful for downstream close
• No foot traffic required to get application to merchant
• Merchants can by choice scan and attach signed PDF to expedite process
• Ability for merchants to receive online application and print PDF application
• Agent sends application to enrollment operations with attachments