Videos
Onboarding Module Overview
Integrating with Exact Payments Onboarding APIs enables software partners, banks and other businesses to deploy automated, real-time payment payment account underwriting, provisioning & activation.
Watch VideoUsers and Invites: API Tutorial
Build your internal team with API Invites for various roles including Admin, Manager, Risk and Read-Only - or choose multiple roles for a single user. Users will set up unique passwords upon accepting the invitation.
Watch VideoUsers and Invites: UI Tutorial
Build your internal team with Invites via our user interface for various roles including Admin, Manager, Risk and Read-Only - or choose multiple roles for a single user. Users will set up unique passwords upon accepting the invitation.
Watch VideoUnderwriting 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.
Watch VideoUnderwriting Workflows: UI Tutorial
Build fully customizable, frictionless onboarding and custom decisioning with the Exact Payments user interface. Our Case Management tool enables any underwriting workflow to be applied during onboarding to being quickly accepting payments.
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