USE CASE
Agents Sell More
Customers & agent both enjoy signup
Agents can share and track application links
ISOs know which application came from which agent
Collect full applications including documents and electronic signature, mapped onto your processors PDF
Agents can only see their own applications
Deals get lost based on the segmented onboarding process
Agents use physical PDFs or email PDFs to customers
ISOs spend time copying and pasting senstivie information
Documents are lost in email
ISOs spend time collecting addendums after approval
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