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Contract Management Software for Electronic Payments & Banking

 

Traditional sign-up of new merchant accounts is a complex process of capturing and processing data between Independent Sales Organizations (ISOs), Merchants and Acquirers.

The paperwork and administrative processes involved in signing-up and boarding new merchants is often a time-consuming, inefficient, multi-touch process.

Sales people must help merchants complete the application and send ancillary documents such as bank statements, void checks, or other forms of disclosure so that the upstream processes such as underwriting can be completed.

Once complete, the process of transmitting the merchant application to the acquirer begins. This may involve time-consuming data-entry into appropriate acquirer web forms, or manually faxing all of the documents while ensuring the
acquirer receives the completed application and all ancillary documents.


What if there was a way to make this process efficient and easy?

Sales professionals should be driving revenue — not pushing paper

Contract Management Software for Electronic Payments & Banking:

  • Pre-load your merchant application forms and start sending customer applications instantly.
  • Integrate directly into processor’s front-end boarding platforms.
  • Create and customize the online self-enrollment process.
  • Easily and instantly adjust the application workflow.
  • Integrate Agreement Express into Salesforce.com CRM or any front or back-office system.
  • Create new application forms or templates (with associated sign-offs and workflows).
  • Configure and adapt the system on your own as your business evolves.

 

Leading ISO Billing Tree, improved time to revenue by more than 50% with Contract Management Software

DOWNLOAD THE CASE STUDY TODAY and learn how Billing Tree: Contract Management Software for E-Payments and Banking

  • Improved sales performance, reduced time in the on-boarding process of new customers by more than 40%
  • Streamlined data entry process and instantly eliminate 80% of errors on forms
  • Improved time to revenue by more than 50%
  • Improved ROI, saving on traditional costs associated with paper-based contracts
Download Case Study


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