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

Agents Sell More
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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