Addresses
Add and manage business location addresses for a lead.
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 a lead.
Equipment
Manage terminal hardware, deployment orders, gateway configuration, and file build types.
Fast Apply
Streamlined public-facing MPA form endpoints for quick merchant application intake.
Lead Sources
Track referral and campaign sources and associate them with individual leads.
Leads
Create and manage merchant applications through the full boarding pipeline.
Notes
Add and manage internal collaboration notes on a lead record.
Pricing
Configure pricing items, packages, and conditional pricing rules for a lead.
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.
Validations
Run identity, credit, MATCH, bank account, and tax ID verification checks.