Lifecycle
Applications move through a configurable pipeline of statuses:- Use Transition status to move an application to a new pipeline stage.
- Use Submit for review to send an application to underwriting or compliance.
Applications
Applications Overview
Manage prospective merchant applications through the sales pipeline
Applications represent merchant applications in progress. An application captures 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.