How it works
A clear path from your first application to a live processing account — with real review at every step and no guesswork about where you stand.
1. Apply with your brand name
Start in minutes. We capture your contact details and a few business basics, then save your progress so you can resume any time from a secure link.
2. Tell us about your business
A short, staged set of questions: your current processing, monthly volume, product categories, website, processing and termination history, reserve and banking needs, entity and ownership details.
3. Upload your documents
We generate a checklist tailored to your business and show exactly what’s required and what’s still missing. Upload by drag-and-drop; our document tooling classifies files and pulls key details to speed review.
4. We review and propose terms
Our team reviews your file, requests anything missing, and prepares a processing proposal — rates, reserves, payout timing, and conditions — for you to review.
5. Underwriting and approval
Approved files are packaged and sent to a partner bank or processor for underwriting. They may ask follow-up questions and return final terms, which we relay to you.
6. Go live and stay monitored
Once you accept final terms, your account is boarded and goes live. From there you can track processing volume, reserves, payouts, and account status in your portal.