Merchant Said Yes — Start the Application

Fill this out once the merchant has accepted the proposal and you're ready to start selling. This does NOT repeat the volume, ticket size, equipment, or software details already captured in the Deal Builder intake — it only collects what's needed to open the merchant account: business legal info, owner(s), banking, and required documents.

Make sure the Deal Builder intake for this merchant was already submitted — Sales Coordination will match the two together.

Submitted By

Your Name

Your Email

Section 1 — Business Information (Legal)

Legal Business Name

DBA / Trade Name (if different)

Business Structure

Incorporation / Registration Number (if applicable)

Street Address

City

Province

Postal Code

Shipping Address (if different from above)

Business Phone

Business Email

Website (Optional)

Section 2 — Owner Information (KYC)

Owner 1

Full Legal Name

Ownership %

Date of Birth

Personal Phone

Home Address

Personal Email

There is a second owner with 25% or more ownership

Owner 2

Full Legal Name

Ownership %

Date of Birth

Personal Phone

Home Address

Personal Email

Section 3 — Banking Information

Bank Name

Transit Number

Account Number

Is the business name (DBA) visible on the void cheque?

Yes No Not sure

Section 4 — Processing Profile

Monthly Credit Card Volume

Average Ticket Size

Highest Ticket

Fulfillment Timeframe

Card Present %

E-commerce %

MOTO % / Card Not Present

PCI-DSS Fee

Seasonal Merchant?

Section 5 — Processor & Equipment

Processor

Equipment Selector

+ Add another equipment

Equipment Quantity (auto-filled summary — editable)

Rental, Lease or Purchase

Rental

Lease

Purchase

Monthly Equipment Fee

One-Time Fee

Section 6 — Software & Integrations

Software / Integration

Integration Notes

Custom Integration Field Notes

Section 7 — Pricing Sync From Selected Proposal

Pricing Model

Discount Rate / Service Margin

Credit Card Transaction Fee

Debit Pricing / Interac Fee

AMEX Discount Rate

AMEX Transaction Fee

Monthly Service Fee

Gateway Fee

Equipment Monthly Total

Equipment One-Time Total

SaaS Plan / Integration

SaaS Monthly Total

Pay-to-Switch Amount (Clover Only)

Margin Approval

Section 8 — Underwriting Flags

High Ticket (Auto: $2,000+)

E-commerce

Future Delivery

New Business

High-Risk Industry

Banking Mismatch

Weak Online Presence

Underwriting Summary Status

Section 9 — Required Documents

Government-Issued Photo ID (Owner)

Void Cheque or Bank Letter

Optional Uploads

Business Registration / Articles of Incorporation

Signed Proposal / Merchant Agreement

Section 10 — Sale Confirmation

Which Proposal Was Accepted?

Approximate Close Date

Anything Ops should know? (special conditions, promised timelines, etc.)

A draft only needs the legal business name. It shows up in the dashboard and can be reopened later.