Create Teams
Enable supporting document collaboration by creating team members with access to bank documents, ensuring efficient and organized teamwork throughout the document-sharing process.
Add Document Requests
Import and select document requests automatically for your leads to upload.
Select Banks
Populate applications for bank documents. Clone DBAs for multi-corp submissions
Merchant Application
Manage Merchant Compliance
Create tasks to ensure merchants adhere to card brand guidelines by implementing secure payment systems, monitoring fraud, managing chargebacks,
Website Terms & Conditions
Fraud & Chargebacks
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%
Create Teams
Reflect on your ability to set realistic time estimates
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%