Simplified Enrollment
Partners can use the Merchant Boarding API to create a new application, generate an application link, and email the link to a merchant. The merchant will complete the application using our existing Simplified Enrollment dashboard, which can be whitelabeled for your brand. When the merchant is finished, the partner will be notified and can make any updates needed, or simply pass the application to our Validation endpoint to ensure the data meets requirements before submitting it to Underwriting. Contact us to start using the Simplified Enrollment solution to board merchants.
Submit a completed application to Underwriting for review.
Custom Enrollment
Partners can use the Merchant Boarding API to collect merchant data the way that works best for their business. Partners can build custom dashboards where merchants can enter their own information, or applications can be completed by partners within their own environment on the merchant’s behalf. We require that these integrations meet certain requirements, including using our Two-Factor Authentication (2FA) endpoints when creating new applications, and collecting a digital merchant signature that meets Underwriting requirements. Contact us to start building a custom solution for your business.
Submit a completed application to Underwriting for review.
Functionality
Coding Tutorials
Release Notes
Changes to this API are released to the Sandbox environment approximately one month before the Production environment. This is intended to provide developers with enough time to implement and test the changes before the Production environment is affected. Two versions of the specification are published to reflect the current state of each environment. Toggle between the Production and Sandbox versions on the API specification page.