Skip to main content
Merchants apply online through your application form. It carries your logo and colours, and every application it receives becomes a deal. There are two ways to reach it:
  • Your personal link. Every rep has one. Merchants who apply from it are assigned to that rep automatically.
  • The workspace link or embed code, from Settings → Application Form, for your website and general marketing.
Setting up the form (Settings → Application Form) is for admins and anyone with Settings access. Copying your own link is for everyone.
1

Open the Applications window

Open Applications from your CRM. It shows Share your application link and Fill it in for a merchant.
2

Copy your link

Under Share your application link, click Copy. Click Preview what merchants see to open the form as a merchant would.
3

Send it

Paste the link into a text, an email or your email signature. Every application that comes in through it is assigned to you as the originator.
If the card says you don’t have a rep code yet, an admin can set one on your profile in Settings → Team (Rep Code). If it says the form is switched off, an admin needs to turn it on (see below). To fill the application in yourself while you’re on the phone with a merchant, use Fill it in for a merchant → Start an application. See Creating a deal.

​
Set up the form

Admins, or anyone who can edit Settings.
Go to Settings → Application Form. It has four tabs.

​
Form preview

Shows the sections merchants fill in: Business Information, Owner Information, Financial Information, Bank Statements and Terms & Signature. Open full preview opens the live form in a new tab. The logo and colours come from Settings → General → Branding.

​
Form behavior

Click Save settings when you’re done.

​
Embed code

  • Direct link: the workspace link to the form. Copy link copies it. It isn’t tied to a rep, so Default originator decides who gets these deals.
  • Rep link generator: pick a Team member to get their Full link, or the Parameter only part to add to the address of a form embedded on your own website. Only people with a rep code are listed.
  • Embed code: click Copy embed code and paste it into your website’s HTML where the form should appear. It matches your branding automatically.

​
Blank PDF

Pick a PDF version (Original, Watermarked or Short Summary) and click Download blank PDF to see your application PDF with your branding, field layout and disclaimer, without any deal data.

​
What happens when a merchant applies

  • A new deal is created, assigned to the rep whose link they used, or the default originator. Bank statements they attach are saved to the deal. See Uploading bank statements.
  • The merchant’s answers are saved as they type once they’ve entered a first name and an email or phone, so they can come back later. See Unfinished applications.

​
Common problems

Form active is off. Turn it on under Form behavior and click Save settings.
The merchant didn’t use that rep’s link, or opened the plain direct link. Check the link the rep shared ends with their rep code. You can change the originator on the deal.