There are three steps to setting up your account.
1. Discuss Your Merchant Account Needs
You should be talking to a live person. A local representative should review your current system, including your customer interaction. This helps to understand what is unique about your business and make appropriate recommendations. Only a local representative can give you the added value of the business climate in your territory. If you are currently using another payment processor, it helps to have your most recent 2 to 3 months of processing history.
2. Agree On a Customized Plan.
You and your representative will work together to diagnose your specific challenges and create a plan that meets those challenges. This could mean reducing unnecessary features, upgrading the efficiency of your equipment, or giving you access to better tools to evaluate your sales activity. We can also help you with ideas for improving your marketing and brand recognition through a customized gift card program. The design of your plan will be unique to your small business.
3. Implement the Plan
Once you have agreed on the right solution, your representative will help you complete a quick 5 minute application to begin the process. For the most seamless implementation process, you should have the following documents ready:
- Tax ID number
- Driver’s License
- Voided Check
- 2-3 months bank statements
- 2-3 months processing statements (if applicable)
- Business License (if required)
Your representative will submit your application for processing. After underwriting is completed, we will install your new equipment and answer any questions that you may have. Our local support team is available to you 24 hours a day, every day.
Are you looking for a better small business merchant account? Contact us today for a free consultation.