Optimize Your Merchant Onboarding!
Optimize Your Merchant Onboarding!
Centralize the merchant onboarding process by automating the collection of supporting documents for merchant bank applications and effectively managing merchant service providers.
Centralize the merchant onboarding process by automating the collection of supporting documents for merchant bank applications and effectively managing merchant service providers.
Onboarding
Onboarding Progress
2/9 done
Application
Pause
Intake Team
3 users
Add User
Underwriting
2 updates
Add Document
Import Leads
Add Addendum
Service Providers
Localize all content
Getting Started
Add API Connection
Manage documents within packages, send upload requests and auto form fill
Document Package
34% completed
66% late
P
Previous Tax Returns
completed
07/24
S
Utility Bill
Pending
07/24
P
Identification
Late
9hr
P
Previous Tax Returns
completed
07/24
Corp Supporting Documents
Creates logins and a user interface for easy uploading by the recipient
Document Package
34% completed
66% late
P
Previous Tax Returns
completed
07/24
S
Utility Bill
Pending
07/24
P
Identification
Late
9hr
P
Previous Tax Returns
completed
07/24
API Connections
Leads
Agent Portal
Applications
Leads
Agent Portal
Applications
API Connections
Leads
Agent Portal
Applications
Documents
Reports
Gateways
Processors
Transactions
Reports
Fraud Prevention
Transactions
Onboarding
Onboarding Progress
2/9 done
Application
Pause
Intake Team
3 users
Add User
Underwriting
2 updates
Add Document
Import Leads
Add Addendum
Service Providers
Localize all content
Getting Started
Add API Connection
Manage documents within packages, send upload requests and auto form fill
Document Package
34% completed
66% late
P
Previous Tax Returns
completed
07/24
S
Utility Bill
Pending
07/24
P
Identification
Late
9hr
P
Previous Tax Returns
completed
07/24
Corp Supporting Documents
Creates logins and a user interface for easy uploading by the recipient
Document Package
34% completed
66% late
P
Previous Tax Returns
completed
07/24
S
Utility Bill
Pending
07/24
P
Identification
Late
9hr
P
Previous Tax Returns
completed
07/24
API Connections
Leads
Agent Portal
Applications
Leads
Agent Portal
Applications
API Connections
Leads
Agent Portal
Applications
Documents
Reports
Gateways
Processors
Transactions
Reports
Fraud Prevention
Transactions
riskdefy.io
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Transforms collecting supporting documents for underwriting
Transforms collecting supporting documents for underwriting
Application package manager by Riskdefy.io. Combine powerful document collaboration into a multi-bank submission machine.
Application package manager by Riskdefy.io. Combine powerful document collaboration into a multi-bank submission machine.
How It Works
Start by selecting the lead and DBA for whom you want to create a merchant application. This will automatically generate a user account for the lead, enabling document uploads and application status tracking
Select Lead
Import Lead
Choose DBA
Start Package
How It Works
Start by selecting the lead and DBA for whom you want to create a merchant application. This will automatically generate a user account for the lead, enabling document uploads and application status tracking
Select Lead
Import Lead
Choose DBA
Start Package
How It Works
Start by selecting the lead and DBA for whom you want to create a merchant application. This will automatically generate a user account for the lead, enabling document uploads and application status tracking
Select Lead
Import Lead
Choose DBA
Start Package
Payment Processers
Seamlessly integrate your Bank API platforms to combine into a single source for rapid fire submissions.
Bank Applications
Centralized Information: Attach links to bank-specific requirements, forms, or application portals.
Merchant Application
Synovus Bank
Agreements
Addendums
Disclosures
Supporting Documents
Synovus Bank
Agreements
Addendums
Disclosures
Supporting Documents
Document Requests
Quick Access: Automatically open these resources when a task starts, saving time during execution.
Tax Returns
Tax Returns
Tax Returns
Identity Verification
Identity Verification
Identity Verification
Credit Score
Credit Score
Credit Score
Bank Statements
Bank Statements
Bank Statements
Application Tasks
Develop, schedule, and monitor merchant processing responsibilities. Assign tasks to ensure compliance with merchant processing regulations and standards.
Today
Later today
Tomorrow
Next week
January 2024
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Sa
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Cancel
Next
Recurring schedule
No repeat
Every day
Every weekday
Every thursday
Every month on 19th
Open
Create Processing Task
Add time
Cancel
09
30
AM
Cancel
Cancel
Recurring schedule
No repeat
Every day
Every weekday
Every thursday
Every month on 19th
Open
Create Processing Task
Add time
Cancel
09
30
AM
Cancel
Cancel
Recurring schedule
No repeat
Every day
Every weekday
Every thursday
Every month on 19th
Open
Create Processing Task
Add time
Cancel
09
30
AM
Cancel
Cancel
Manage Document Collaboration
Group members receive real-time updates on the status of documents and packages, keeping everyone informed and aligned throughout the process.
W
P
A
PayArc
Applications Pending
W
P
A
Netevia
Applications Approved
Applications Pending
Applications Approved
W
P
A
PayArc
Applications Pending
W
P
A
Netevia
Applications Approved
Connect merchant service providers, Streamline merchant management
Connect merchant service providers, Streamline merchant management
Bring all your merchant service providers under one unified platform without disrupting your existing services. Our solution seamlessly integrates with your current providers, offering centralized management, enhanced visibility, and improved efficiency
Bring all your merchant service providers under one unified platform without disrupting your existing services. Our solution seamlessly integrates with your current providers, offering centralized management, enhanced visibility, and improved efficiency
Integrate Lead Sources
Effortlessly integrates with platforms like HubSpot, Iris, and other third-party services, streamlining your workflow and enabling seamless data synchronization across multiple systems.
New Leads
32
60%
Pending
12
14%
Submitted
2
10%
Completed
8
16%
Manage Service Providers
Structure and manage chargeback and alert service fulfillment by connecting multiple service providers. Implement monitoring systems to track performance across providers and ensure consistent quality.
Alerts:
Progress:
72%
Leads:
Progress:
72%
Disputes:
Progress:
72%
Create Teams
Reflect on your ability to set realistic time estimates
Reflect on your ability to set realistic time estimates
Groups
34% pending
34%
66% completed
P
Agents
Agents
12
12
15hr
15hr
S
Intake Team
Intake Team
6
6
9hr
9hr
P
Task 03
Underwriting
Late
Late
9hr
9hr
Groups
34% pending
66% completed
P
Agents
12
15hr
S
Intake Team
6
9hr
P
Task 03
Late
9hr
Manage Service Providers
Structure and manage chargeback and alert service fulfillment by connecting multiple service providers. Implement monitoring systems to track performance across providers and ensure consistent quality.
Leads
72%
Alerts:
72%
Actions:
72%
Manage Service Providers
Structure and manage chargeback and alert service fulfillment by connecting multiple service providers. Implement monitoring systems to track performance across providers and ensure consistent quality.
Leads
72%
Alerts:
72%
Actions:
72%
Simple pricing
Choose the plan that fits your needs and boost your productivity with TodoFusion.
Monthly plan
Flexible and affordable. Boost your productivity month by month.
Features
Full access to all features
Regular updates and new features
Premium support
No recurring fees
Monthly plan
Flexible and affordable. Boost your productivity month by month.
Features
Full access to all features
Regular updates and new features
Premium support
No recurring fees
Pay once lifetime
One-time payment. Unlimited access forever. Ultimate productivity investment.
Features
Full access to all features
Regular updates and new features
Premium support
No recurring fees
Pay once lifetime
One-time payment. Unlimited access forever. Ultimate productivity investment.
Features
Full access to all features
Regular updates and new features
Premium support
No recurring fees