Board
Board Merchants the Way Your Reps Actually Sell.
Across the counter or across the country: a public link the merchant completes alone, an application your rep fills in minutes, or a pre-signed packet you upload. Every path lands in the same pipeline.
Intake Links
A Link You Can Hand to Anyone.
Publish branded intake links for your website, a rep or a single campaign. Merchants verify their phone, consent to texts, choose the equipment and fees you configured, and submit. Sessions show you who started, who stalled and who finished.
Application
Five Steps. Nothing Missed.
Business, owners, processing, bank, review. The wizard asks for exactly what underwriting needs, keeps a document checklist per processor, and runs routing before you submit.
MPA Templates
Your Processors' Paperwork, Mapped Once.
Load each processor's application PDF, map its fields to the application one time, and every packet prints correctly after that. Custom fields, addendums and required documents belong to the template, not to memory.
E-Signature
Built for Merchant Processing Agreements.
Each owner and the sales agent sign their own fields from their own link, by text or email, or in person on the rep's phone or laptop. Signed PDFs, certificates and audit trails attach to the application and travel with the merchant into the portfolio.
Fallback Queue
Sign Once. Keep Your Options.
One signing ceremony can produce a packet for every processor you'd consider. They wait in a fallback queue, signed and ready, so if the first processor declines, the next submission is a click, not a second meeting.
Pipeline
Every Application, on One Board.
Draft, submitted, AI reviewed, underwriting, approved, deployed. Move cards, filter by processor or rep, and see at a glance what is waiting on documents, on a processor, or on you.
See the Platform in 30 Minutes.
A walkthrough built around how your office boards merchants and gets paid today. No pressure, no slide deck.