Spend less time collecting documents.
Get more merchant files ready for review.
Collect underwriting documents, configure bank and processor assignments, and prepare accurate application packages—all in one workspace built for merchant brokers and ISO agents.
Less chasing paperwork.
More merchants processing.
Collect underwriting documents, configure bank and processor assignments, and prepare accurate application packages—all in one workspace built for merchant brokers and ISO agents.
Less chasing paperwork.
More merchants processing.
Collect underwriting documents, configure bank and processor assignments, and prepare accurate application packages—all in one workspace built for merchant brokers and ISO agents.
Everything you need to onboard merchants faster with more accuracy.
Document requests built for merchant brokers
Request the right documents for every application. Keep your team focused on preparing the deal, not chasing paperwork.
Create reusable requests for bank statements, processing statements, owner IDs, and business records. Organize them into checklists for each application so merchants know what to upload and your team knows what still needs review.
Build reusable document checklists.
97% accuracy rate across all chart recommendations.
Match requests to each processor.
97% accuracy rate across all chart recommendations.
Keep uploads and corrections together.
97% accuracy rate across all chart recommendations.
Document requests built for merchant brokers
Request the right documents for every application. Keep your team focused on preparing the deal, not chasing paperwork.
Create reusable requests for bank statements, processing statements, owner IDs, and business records. Organize them into checklists for each application so merchants know what to upload and your team knows what still needs review.
Instant visualizations.
Save packages of required and optional documents instead of rebuilding the same requests for every merchant.
Deeper analysis.
Organize processor-specific document collections and choose the checklist appropriate to each application.
Built-in best practices.
Merchants upload against each request. Your team reviews the files and requests replacements with a clear reason.
Manage merchant applications, paperwork, and follow-up in one place.
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Reusable document checklists
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Applicant upload portal
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Document review and corrections
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Application progress tracking
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Processor-specific document collections
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Mapped application forms
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Milestone-based follow-up
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Multiple applications and MIDs
More merchants.
Less paperwork.
See how to move your merchant applications from collected documents to prepared bank packages.
- ✓Collect and review underwriting documents.
- ✓Assign processors, DBAs, and rate plans.
- ✓Generate populated application PDFs.
More merchants.
Less paperwork.
See how to move your merchant applications from collected documents to prepared bank packages.
- ✓Collect and review underwriting documents.
- ✓Assign processors, DBAs, and rate plans.
- ✓Generate populated application PDFs.
More merchants.
Less paperwork.
See how to move your merchant applications from collected documents to prepared bank packages.
- ✓Collect and review underwriting documents.
- ✓Assign processors, DBAs, and rate plans.
- ✓Generate populated application PDFs.
More merchants.
Less paperwork.
See how to move your merchant applications from collected documents to prepared bank packages.
- ✓Collect and review underwriting documents.
- ✓Assign processors, DBAs, and rate plans.
- ✓Generate populated application PDFs.
© Copright 2026 Riskdefy.io
info@riskdefy.io
© Copright 2026 Riskdefy.io
info@riskdefy.io
© Copright 2026 Riskdefy.io
info@riskdefy.io