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

pending

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

pending

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

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November.20, 06:54:24

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

Su

Mo

Tu

We

Th

Fr

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.

$4.9

monthly
plus local taxes
Unlimited lists & tasks
Priority support
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.

$4.9

monthly
plus local taxes
Unlimited lists & tasks
Priority support
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.

$99

one-time payment
plus local taxes
Unlimited lists & tasks
Priority support
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.

$99

one-time payment
plus local taxes
Unlimited lists & tasks
Priority support
Features
  • Full access to all features
  • Regular updates and new features
  • Premium support
  • No recurring fees

Get Started!

Sign up now for free and eexperience that difference.

Get Started!

Sign up now for free and eexperience that difference.