Please enable JavaScript.

Coggle requires JavaScript to display documents.

Merchant Application Automation - Coggle Diagram

- - - - Card Present
        
        PreQual Questions: Biz Type, Time in Biz, What type of terminal are you looking for? (Mobile, Countertop, POS), What is your average Monthly Sales volume? (0-5k, 5-10k, 10k+)
        
        Mobile
        
        High Risk: CBD, Vape, Adult
        
        EMS mobile swiper program 2.95%
        
        Talk to a rep and get a custom quote - fill preapp and upload statement
        
        Low Risk
        
        EMS Mobile Swiper 2.25%
        
        Need more than one unit? Get a custom solution from our team, fill preapp and upload a statement
        
        Countertop
        
        High Risk: CBD, VAPE, Adult
        
        0-10k
        
        FREE Mobile Swiper 2.95% (EMS)
        
        EMS Terminal Options 2.95%
        
        Get Custom quote, fill preapp and upload a statement
        
        EMS CASH DISCOUNT fill and sign
        
        10k+
        
        EMS Terminal Options 2.95%, FREE terminal
        
        Get custom quote, fill preapp and upload statement
        
        EMS Cash Discount fill and sign, FREE terminal no monthly
        
        Low Risk
        
        PayAnywhere Terminal options, 2.5% fill and sign, FREE
        
        PayAnwhere with EDGE fill and sign, FREE
        
        Custom Quote, fill preapp and upload statement
        
        POS system
        
        High Risk: CBD, Vape, Adult
        
        0-10k
        
        PayAnywhere options at 2.95%
        
        PayAnywhere options EDGE zero cost processing
        
        Get Custom Quote - fill preapp and upload a statement
        
        10k+
        
        PayAnywhere options at 2.5%
        
        PayAnywhere EDGE zero cost processing
        
        Speak with out POS PROS to get a custom solution - fill preapp and upload a statement
        
        Low Risk
        
        0-10k
        
        PayAnywhere options at 2.5% fill and sign
        
        Payanywhere options EDGE zero cost processing fill and sign
        
        Get Custom Quote - fill preapp and upload a statement
        
        10k+
        
        PayAnywhere options at 2.5% fill and sign
        
        PayAnywhere options EDGE zero cost processing fill and sign
        
        Speak with our POS PROS for a custom solution - fill preapp and upload a statement
      - MOTO
        
        Prequal Questions: Biz Type, Time in Biz, Credit Score, How are you entering transactions today? (Virtual Terminal, keying into desktop terminal, invoicing software, CRM)
        
        High Risk biz type: Any Volume
        
        EMS app 3.95% fill and sign
        
        Custom quote, fill preapp and upload statement
        
        Medium Risk: VT, keying tx's
        
        Interested in invoicing software?
        
        Yes
        
        Paysley setup, 2.95% flat
        
        NO
        
        2.95% EMS app fill and sign
        
        PayAnywhere Terminal options 2.95% or EDGE
        
        Lower Risk; invoicing Software, CRM
        
        Gateway Integration, 2.5% tiered fill and sign
        
        New INvoicing Software, Paysley, 2.9% fill and sign
        
        Custom Solution, fill preapp and upload a statement
        
        What Solution are you using currently? Free text
        
        send to rep
      - Online
        
        PreQual Questions: Biz Type, Time in Biz, Estimated Credit Score, Do you have a preferred Payment Gateway (Auth.net, NMI, USAePay, No)
        
        High Risk: Biz Type
        
        Congrats you are pre-qualified for X amount; Fill and sign 3.95% +0.25 app (EMS)
        
        Get Custom Quote - fill generic preapp for quote
        
        High Risk: <1 year in biz, low credit
        
        Congrats you are pre-qualified for X amount, Fill and sign 3.5% (EMS)
        
        Get Custom Quote - fill generic preapp for quote
        
        Low Risk: Biz type low risk, >1 year in biz, high credit
        
        Congrats, you are pre-qualified for X amount; Fill and sign 2.9% +0.20 app (NAB)
        
        Custom Quote - fill generic pre-app for quote
    - - Online
        
        PreQual Questions: Biz Type, Time in Biz, Estimated Credit Score, Do you have a preferred Payment Gateway (Auth.net, NMI, USAePay, No)
        
        High Risk: Biz Type
        
        fill and sign 3.95% app
        
        send to rep
        
        fill prequal for a custom quote
        
        Low/Medium Risk
        
        fill prequal for a custom quote and upload statement
        
        direct to rep
      - MOTO
      - Card Present
        
        PreQual Questions: Biz Type, Time in Biz, What type of terminal are you looking for? (Mobile, Countertop, POS)
        
        Mobile
        
        Do you use a mobile terminal like this? (pic of BBPOS chipper) or a full on the go terminal?
        
        Chipper
        
        2.25% EMS mobile swiper fill and sign app
        
        Need a custom quote? fill our prequal form and upload a processing statement
        
        High Risk Biz Type: 2.95% EMS Mobile swiper fill and sign
        
        Countertop
        
        Low Risk
        
        You've qualified for a FREE terminal, which pricing plan works best for you? 2.5% FLAT, EDGE cash discount, custom pricing quote
        
        2.5% or EDGE: PayAnywhere terminals fill and sign app
        
        Custom Pricing Quote: fill prequal and upload a statement
        
        High Risk Biz Type
        
        You've qualified for a FREE terminal, which pricing plan works best for you? 3.5% FLAT, Zero Cost cash discount, custom pricing quote
        
        3.5% FLAT, EMS terminal options fill and sign app
        
        ZERO COST, EMS terminal options to select, fill and sign app
        
        Custom Solution, fill prequal and upload a statement
        
        POS
        
        What type of POS system are you using today? Clover, Square, Toast, NCR, Micros, etc.
        How Many Locations do you have?
        What's the most important feature you are looking for? (free text)
        
        Fill preapp and upload processing statement, we will schedule a call with our POS PROS to get you the perfect solution!
  - - - Online
        
        PreQual Questions: Biz Type, Time in Biz, Estimated Credit Score, Do you have a preferred Payment Gateway (Auth.net, NMI, USAePay, No)
        
        High Risk: Biz Type
        
        Congrats you are pre-qualified for X amount; Fill and sign 3.95% +0.25 app (EMS)
        
        Get Custom Quote - fill generic preapp for quote
        
        High Risk: <1 year in biz, low credit
        
        Congrats you are pre-qualified for X amount, Fill and sign 3.5% (EMS)
        
        Get Custom Quote - fill generic preapp for quote
        
        Low Risk: Biz type low risk, >1 year in biz, high credit
        
        Congrats, you are pre-qualified for X amount; Fill and sign 2.9% +0.20 app (NAB)
        
        Custom Quote - fill generic pre-app for quote
      - MOTO
        
        Prequal Questions: Biz Type, Time in Biz, Credit Score, How are you entering transactions today? (Virtual Terminal, keying into desktop terminal, invoicing software, CRM)
        
        High Risk biz type: Any Volume
        
        EMS app 3.95% fill and sign
        
        Custom quote, fill preapp and upload statement
        
        Medium Risk: VT, keying tx's
        
        Interested in invoicing software?
        
        Yes
        
        Paysley setup, 2.95% flat
        
        NO
        
        2.95% EMS app fill and sign
        
        PayAnywhere Terminal options 2.95% or EDGE
        
        Lower Risk; invoicing Software, CRM
        
        Gateway Integration, 2.5% tiered fill and sign
        
        New INvoicing Software, Paysley, 2.9% fill and sign
        
        Custom Solution, fill preapp and upload a statement
        
        What Solution are you using currently? Free text
        
        send to rep
      - Card Present
        
        PreQual Questions: Biz Type, Time in Biz, What type of terminal are you looking for? (Mobile, Countertop, POS), What is your average Monthly Sales volume? (0-5k, 5-10k, 10k+)
        
        POS system
        
        Low Risk
        
        10k+
        
        3 more items...
        
        0-10k
        
        3 more items...
        
        High Risk: CBD, Vape, Adult
        
        10k+
        
        3 more items...
        
        0-10k
        
        3 more items...
        
        Countertop
        
        Low Risk
        
        Custom Quote, fill preapp and upload statement
        
        PayAnwhere with EDGE fill and sign, FREE
        
        PayAnywhere Terminal options, 2.5% fill and sign, FREE
        
        High Risk: CBD, VAPE, Adult
        
        10k+
        
        3 more items...
        
        0-10k
        
        4 more items...
        
        Mobile
        
        Low Risk
        
        Need more than one unit? Get a custom solution from our team, fill preapp and upload a statement
        
        EMS Mobile Swiper 2.25%
        
        High Risk: CBD, Vape, Adult
        
        Talk to a rep and get a custom quote - fill preapp and upload statement
        
        EMS mobile swiper program 2.95%
    - - Online
      - MOTO
      - Card Present