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Prospective Client Application

Merchant Application

Create your client login, complete the underwriting intake, and submit — your application then appears in your portal with live status. Every field moves your decision faster.

Our standard process — two quick steps:
1) Complete the form below — it creates your secure client account and saves your business details to your client file.  2) Complete the secure onboarding form — your details go directly to our processing team for boarding.
  1. 1 Create Login
  2. 2 Application
  3. 3 Submitted

Create Your Login

One account covers every application you submit and tracks each one in the client portal.

Your login is how you track this application in the portal — no separate portal signup needed.

Please complete the highlighted required fields.

Business Information

Processing Profile

Contact

Submission is free and carries no obligation. Files are reviewed by an underwriter within one business day.

Received.

Your application is in underwriting review. A relationship manager will reach out within one business day — and every status update from here on appears in your client portal.

REF

Track it in your portal →

Final step — complete the secure merchant onboarding form

PaymentHelp (Iris CRM) collects your processing details so we can board you quickly. Opens in a new tab.

Open the onboarding form