LEAD MANAGEMENT
CRM tracks and distributes leads based on territory & other criteria.
Our algorithm-driven statement analysis and automated platform delivers real-time and seamless client onboarding.
INSTANT ONBOARDING & ACTIVATION
STATEMENT ANALYSIS
Immediate statement analysis using cost savings algorithm.
ONLINE APP & REPORTING
Tablet-based application with eSignature, plus real-time reports.
AUTOMATED UNDERWRITING
On the spot approval and near real-time account boarding.
INSTANT ENABLEMENT
Encrypted terminal download, plus remote software injection.
ACTIVATION & FUNDING
Account is active and merchant can get funded the same day!
WEBAPP – ONLINE APPLICATION
WebApp is an online application submission portal for your computer, tablet or smartphone.
This easy-to-navigate system boasts a smooth data entry process, integrated eSignature for prompt turn-around and a convenient document attachment module. It makes your boarding process effortless.
Advantages:
- Faster, more efficient application process
- Eliminates common data entry errors
- Embedded eSignature for in-person signing on tablet
- Full reporting at a glance including status and history
- Offline application importing and exporting into Excel
A concise, 2-page online application is integrated with our auto-underwriting platform to facilitate same day boarding.
APPLINK API – HOSTED APPLICATION
AppLink is a clean and simple API to immediately onboard new merchants from your website or CRM.
Easily and securely send applications from your environment to our onboarding system. Ensure a seamless, frictionless and efficient experience with real-time MID response for your merchants.
Advantages:
- Seamless onboarding approval and client activation
- Platform agnostic and programming language independent: Microsoft.NET, Java, Python, Ruby and PHP
- Web-based management console allows you to view previous submissions or manually submit apps