Reviewing & Submitting Application

The Review & Submit step is the final stage of the merchant onboarding process in the Partner Portal. This step allows users to verify all entered details, resolve any outstanding errors, and submit the application for approval.

1

Accessing the Review & Submit Page

• Navigate to the Partner Portal.

• Click on Review & Submit in the top navigation menu.

• The Review & Submit page will be displayed, showing any errors that need resolution and a list of required submission documents.

2

Resolving Errors

If there are any outstanding errors preventing submission, they will be displayed under the Errors to Resolve section. Users must review and correct these errors before proceeding. Common errors may include:

• Invalid characters in business contact names.

• Missing required signatures for sections such as Merchant Agreement, Personal Guarantee, Bank Disclosure, and W-9.

• Missing electronic signature agreements.

• Missing required equipment validation.

Once all issues are addressed, the system will allow resubmission.

3

Reviewing Submission Documents

Below the Errors to Resolve section, users will find the Submission Documents panel. This displays the status of essential documents:

• Application (✔ / ❌)

• Personal Guarantee (✔ / ❌)

• Bank Verification (✔ / ❌)

To upload any missing documents:

• Click the Add a Document button.

• Select and upload the required file.

• Ensure all documents are successfully added.

4

Reviewing Merchant Information

At the bottom of the page, merchant-related details such as Service Organization, Compensation Type, and Referral Partner will be displayed. If necessary, users can edit this information:

• Click Edit Info.

• Make the necessary updates.

• Save the changes.

5

Submitting the Application

After resolving all errors and ensuring all required documents are uploaded:

• Review all information for accuracy.

• Click the Submit button.

• The application will be sent for processing and approval.

Once submitted, the application will be reviewed by the system. Users may receive notifications regarding the approval status or additional actions required.

Note: Ensure all steps are completed accurately to avoid delays in the approval process.