Merchant application checklist template

How can you differentiate yourself as the top merchant service provider in the industry among so many competitors? You provide low-fees and value-added services, but clients will overlook you if you don’t have the best customer service.

After all, the difference between exceptional and average customer service is the difference between peace of mind and headache, smooth onboarding experience and chaos, or profit and loss.

When you onboard a new merchant to your service, you must offer the utmost customer support possible to ensure a smooth onboarding and setup.

But there is not one or two clients whose documents you have to process. Every day, hundreds of merchants apply for e-commerce services from your company. 

While processing clients’ applications, you must collect and scrutinize all legal documents to minimize compliance risk and meet all requirements. Doing it the old way takes a lot of time which is the most valuable asset for your clients.

You will save a lot of time and resources on merchant service application processing by automating the process using Clustdoc. It's a hands-off and straightforward approach to handling applications. 

With Clustdoc, you can collect and move forward clients’ applications quicker than ever before. Your processing system will be thorough, structured, and well-integrated giving you the best outcomes.

Provide Your Customers Seamless Experience 

Your merchant clients no longer have to fill out paperwork. They can now use Clustdoc's Digital Form Builder tool to fill out forms online interactively and accurately.

Clustdoc's advanced forms make collecting business information such as business name, website info, contact, address, and existing payment gateway details effortless.

Merchants can comfortably move forward with the checklist by sharing the required documents to apply for your service.

Merchants need to provide supporting documents such as copies of registration certificates, IDs of representatives, and merchant agreements to apply for the e-commerce merchant service.

The Clustdoc platform keeps these files in a separate folder on the cloud when your clients submit them. When you need the documents, you can quickly locate them. 

You will no longer lose a client record amid your cabinet's stack of papers.

Send Automated Notifications for Pending Files

Using Clustdoc’s Reminder feature, you can schedule and customize automated emails and SMS follow-ups for the pending documents.

Our application will send file received notifications, reminders and keep track of the document submission for you.

You don’t have to call or email the merchants to notify them about wrong file submission or pending documents like you had to do without Clustdoc.

You can now easily exchange all of the information you need to onboard a new merchant and provide them access to your top-notch payment service.

We created a merchant service e-commerce application for you to save your time and effort.

Use Clustdoc’s Advance Merchant Service Application to Impress Your Clients

Ready to accept payments for your clients and optimize their business operations with the latest technology? You need to start with your application checklist and use Clustdoc- the advanced and modern software to collect merchant information.

To make things even easier, we've designed a ready-to-use template that you can customize to suit your purposes.

Clustdoc simplifies the documentation process empowering you to provide a seamless, efficient, and frictionless experience to your clients.

Using Clustdoc as your application platform, simplify the hectic process of collecting information and onboarding merchants.