Underwriting Workflows: API Tutorial

New Onboarding API enables partners to build fully customizable underwriting rules and quickly onboard merchants to begin accepting payments. Automate merchant data collection, underwriting decisioning and utilize the Case Management portal to review the underwriting queue.

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Underwriting Workflows: UI Tutorial

Build fully customizable, frictionless onboarding and custom decisioning with the Exact Payments user interface. Our Case Management tool enables any…

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Users and Invites: UI Tutorial

Build your internal team with Invites via our user interface for various roles including Admin, Manager, Risk and Read-Only -…

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Users and Invites: API Tutorial

Build your internal team with API Invites for various roles including Admin, Manager, Risk and Read-Only - or choose multiple…