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 Video

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 roles for a single user. Users will set up unique passwords upon accepting the invitation.

Watch Video

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 - or choose multiple roles for a single user. Users will set up unique passwords upon accepting the invitation.

Watch Video

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.

Watch Video

Underwriting 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.

Watch Video

Contact Us to learn more or Schedule a Demo