Status

Status tells a user where they stand in the underwriting process and what information is still required for approval.

An Enterprise can view all Submerchants in their portfolio including their underwriting Status. To do this, follow these simple steps:

View status of submerchants as enterprise

• Click Merchants in the main menu on the left
• Browse or search to find your desired merchant
• Click the merchant to open the side panel on the right which reveals all pending actions that require attention highlighted in orange, and all successfully completed steps in green.

View status as a submerchant

• A Submerchant can view their own underwriting Status and any pending onboarding steps by clicking the Complete Profile prompt on the home screen when logging in. The same dashboard of pending onboarding steps is also available by clicking the amber traffic light alert in the main menu on the left.