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CHECK EMAIL HERE
Step By Step Process:
* Make the call.
* Complete Application.
* Fax or email the merchant list of remaining docs
(see below) needed for approval.
* Follow up with the merchant.
* Remaining docs sent back via fax by the merchant
to agent. (see below)
* Underwriter approval in 24 to 48 hours.
* Final approval or missing docs (conditions, agent
to obtain) needed sent to the merchant
* Contract and merchant advance agreement sent to
merchant, agent to discuss options with merchant.
*Agent to send email with what program/repayment
agreement merchant chooses
* U/W at corporate contacts merchant to sign and fax
final merchant approved contract.
* Upload Firmware (re-program merchant's terminal).
* Merchant will then batch out for 3 days.
* Funds wired to merchant.
Required Documents:
Application
6 Months Credit Card Processor Statements
3 Months Bank Statements (6 months if advance >
$25k)
Copy of Current Lease
Copy of Business License (if they have one)
Copy of Owner's Driver's License
Voided business account check to where funds are to
be transfered
Information on Current Credit Card Terminal:
CallFire Dialing
Sytem:
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Go to
CallFire.Com Agent Login
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Bookmark the Page(Add To Favorites)
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Choose Campaign
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Enter Passcode, Your Phone #, and
Your Name
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Click "Let's Get Started!"
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You Will Receive a Telephone Call
With System
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System Will Ask You To Press # to
Continue
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System Will Give You an Agent ID -
Enter it on the Screen
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You will Hear Music - This means
Dialer has Started Dialing Calls For You
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As Soon as a Potential Client
Answers, The Call Will Be Live On Your Phone
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Enter Info in the Popup That Opens
on Your Screen as Soon as Someone Answers
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Once You Are Done with the Call,
Click "Next" or "Continue"
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Dialer will Resume Dialing Calls
for You
** Makes Sense to Have Either a Printed
Application Handy or A 2nd Browser Window
Open with our
Online Application so that Once a Potential
Client Answers the Phone,
You Are Prepared to Take an Application.
Good
Luck! |