Merchant Onboarding: Overview and Setup DrivenSuite merchant onboarding lets an agent take a business from a lead to a boarded, live merchant account without leaving the CRM. It replaces the CoPilot workflow with a smoother, fewer-clicks ...

Merchant Onboarding: Completing the MPA and Securing PII Every lead and customer in DrivenSuite carries a full Merchant Processing Application. This is where you enter the business, owner, and banking details a processor needs to board th...

Merchant Onboarding: Generate Proposal, Pricing, and Processor Selection The Generate Proposal tab turns a filled-out MPA into a priced, merchant-ready offer. It walks you through any remaining required information, valid...

Merchant Onboarding: Sending for E-Signature and Requesting Documents Once the application is complete and priced, you send it to the merchant to fill any remaining fields, sign electronically, and upload the required documents. This all ...

Merchant Onboarding: Submitting to the Processor and Recording Boarding After the merchant signs, the signed application is submitted to the processor. Because the automated boarding connection is not yet live, a DrivenSuite employee subm...

Merchant Onboarding: Support and Troubleshooting Common questions and fixes for the merchant onboarding flow, for agents and affiliates. Application and validation The Generate Proposal tab will not let me continue...