Merchant Portal
Quit looking sketch.
Our Intuitive Merchant Portal will Make You Feel Like a Bank.
Features
An overview of what you're getting with the Merchant Portal.
Seamless Application Process
No more excuses. No more waiting days for the merchant to get around to it. Our app is easy to complete and can be done in under 5 minutes.
Desktop, Tablet, Mobile Optimized
Merchants don't need to wait for the perfect moment to complete the app. The portal is optimized to be completed on any device, infinitely adaptable to its environment.
Phone Number, Email, etc. Automatically Formatted
No more losing a deal over a missed digit in their social or invalid phone number. Our portal ensures everything is perfectly formatted for submission.
Application can be Autofilled
Merchants are busy; and don't have the most patience. Our portal uses information already saved in your merchants' browser to help complete the application faster.
Interactive & Intuitive Form Logic
The form is smart. You can customize and create any logic or limits to disable the form or ask for additional information.
Fully Customizable to Your Brand
Colors, curves, backgrounds, etc. All according to your brand. Want to ask what their favorite snack is? No problem. We can even create a customized application template if needed.
Add a Partner in a Click
The merchant can easily add a partner in a click. The form will ask for their info and their signature in order to complete the application.
Secure Document Upload
During the application, the merchant can be required to upload their bank statements. You can even require 3 or 4 months statements based on their state.
E-Signature and Audit Trail Support
Our portal is e-signature compliant. You can add an audit trail if needed.
Website Integration
Easily add the portal to your website with an embeddable code we can provide to you. Rep links can be made for the website that will track the merchant no matter where they go and ensure the rep is attributed to the app-in. Even if the form is completed 30 days later.
CRM Integration
No more wasting time entering the info into your CRM. Our portal integrates natively with any CRM. From Salesforce to Streak or Pipedrive; we got you covered.
Submissions Emailed to You and/or Rep
Near-instant notifications via email once an application is submitted. If a rep link was used, the rep can receive an email as well. Application attached. Statements downloadable.
Automatic PDF Generation on Form Completion
Receive the app with all the info you want to show the lender. You can omit phone number and email for privacy. Use your own application template, or ours. Your choice.
Unlimited Rep Links & Email Notification
Specify an unlimited number of reps to create custom links for. The portal will track where the application came from, and you can send an email notification to the rep if required.
Merchant Confirmation Email
The merchant gets reassurance by receiving a beautiful confirmation email customized to your branding.
How is this secure?
In todays' world, nobody can be trusted. And we understand that.
That's why we designed this solution in a way that no-one has to be trusted.
You own it, and can see how it works visually through a trusted 3rd-party platform.
Portal Hosted on a 3rd-Party
A 3rd-party form creation platform handles the form building, logic, and notifications. Allowing you to easily login and see how it works. You can even reach out to their support to confirm your security.
We do not own/host your portal.
You pay a one-time fee for designing and building the logic & interface behind the portal. Once credentials are changed by you, we lose all access.
We create the form, and transfer to you.
You are the only one with access to the account, submissions, etc. Everything is governed by you once the passwords are changed. Fool-proof security you can appreciate.
Temporary remote sessions for maintenance
Need to add something or fix something? We got you. We can remotely access your computer using Google Remote Desktop securely and temporarily. Ensuring your security, always.
Ready to go?
Stop missing out on deals thanks to a sketchy sign-up process. Complete the form below to receive the portal for your MCA shop.
