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Applications capture everything needed to underwrite and board a new merchant — business details, ownership, pricing, equipment, and e-signatures. Once approved, an application is transitioned into an active merchant record.

Addresses

Add and manage business location addresses for an application.

Clear

Initiate Clear identity verification sessions and retrieve verification status.

Deposit Info

ACH funding account details with field-level encryption and decryption.

Documents

Attach, retrieve, update, and delete supporting documents on an application.

Equipment

Manage terminal hardware, deployment orders, gateway configuration, and file build types.

Application Sources

Track referral and campaign sources and associate them with individual applications.

Applications

Create and manage merchant applications through the full boarding pipeline.

Notes

Add and manage internal collaboration notes on an application record.

Pricing

Configure pricing items, packages, and conditional pricing rules for an application.

Principals

Capture beneficial owners and signers with encrypted SSN and date-of-birth support.

Signing

Create and verify e-signature sessions for MPA agreement delivery.