> ## Documentation Index
> Fetch the complete documentation index at: https://docs.nextlevelmca.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I share my online application with merchants?

> Set up the online application, share your personal rep link, embed the form on your website and download a blank PDF.

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.

## Share your own link

<Steps>
  <Step title="Open the Applications window">
    Open **Applications** from your CRM. It shows **Share your application link** and **Fill it in for a merchant**.
  </Step>

  <Step title="Copy your link">
    Under **Share your application link**, click **Copy**. Click **Preview what merchants see** to open the form as a merchant would.
  </Step>

  <Step title="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.
  </Step>
</Steps>

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](/help/create-deal).

## Set up the form

<Note>Admins, or anyone who can edit Settings.</Note>

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

| Setting | What it does |
| - | - |
| **Form active** | Turn off to stop accepting applications from the link and the embed. Merchants then see *Form Unavailable*. |
| **Default originator** | Who gets an application that arrives without a rep link. Turn it on and choose a person under **Assign to**. A rep link always wins. With it off, those deals land in the Unassigned list for managers and admins (in a one-person workspace they go to that person). |
| **Show success message** / **Success message** | What the merchant sees after submitting. |
| **Redirect URL** | Optional. Send merchants to a page of your own, such as a thank-you page on your website, after they submit. |

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](/help/upload-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](/help/abandoned-applications).

## Common problems

<AccordionGroup>
  <Accordion title="The merchant sees Form Unavailable">
    **Form active** is off. Turn it on under **Form behavior** and click **Save settings**.
  </Accordion>

  <Accordion title="A deal from the form wasn't assigned to the right rep">
    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.
  </Accordion>

  <Accordion title="A rep isn't in the Rep link generator">
    They don't have a rep code. Set one on their profile in **Settings → Team**.
  </Accordion>
</AccordionGroup>


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