Your online application link
Share a link (or embed a form on your website) where merchants apply, upload bank statements and consent. Each application arrives as a new lead.
Updated
Every organization has its own online application. Find it in Settings → Organization, on the Merchant application card:
- Application link: the public link to share with merchants. Open the application shows it as they see it.
- Your referral link: the same form, with applications assigned to you. Each rep has their own.
- Embed on your website: click Copy code and paste the snippet into your website to show the form on your own page.
What happens when a merchant applies
- They fill in the business and owner details and upload their last 3 to 6 months of bank statements (PDFs, up to 15 MB each).
- They agree to the consent text, which is stored with the application, word for word, with the date it was given.
- A new lead is created with the source Web application, the statements attached, and a task and timeline entry for the rep (the referral link's owner, or else the first owner).
The form is protected against spam and repeated submissions, so you can share it publicly.