Let's get you set up

Just a few quick questions to start processing payments.

1 →

What's the legal business name?

For Sole Proprietorships, simply enter your name.

press Enter ↵

2 →

What is the start date of your business?

Select the date your business started

press Enter ↵

3 →

What's the location address for your business?*

press Enter ↵

4 →

Do you have a separate mailing address?*

4b →

What's your mailing address?

press Enter ↵

5 →

What's the phone number for your business?*

press Enter ↵

6 →

What's your federal tax ID number?*

9 digit EIN, XX-XXXXXXX. Sole Props can use SSN.

press Enter ↵

7 →

What is the website?

press Enter ↵

8 →

Tell us more about your business?

press Enter to continue, Shift+Enter for new line

8b →

Is your product or service accessed through a login, paywall, or member area?

If yes, underwriting will need a sample login so we can see what you're selling.

8c →

Share a sample login for underwriting

No need to use a real customer account — create a demo if that's easier. If you don't have one yet, leave this blank and we'll follow up after you submit.

press Enter ↵

9 →

Where did you hear about us?

9b →

Who referred you?

press Enter ↵

9c →

Which podcast?

9d →

Where did you hear about us?

press Enter ↵

10 →

Can I get your first name?*

press Enter ↵

11 →

Thanks! And your last name?*

press Enter ↵

12 →

What's your email address?*

press Enter ↵

13 →

What's your role at the business?

press Enter ↵

14 →

What's the phone number for the principal?*

Owner, Partner, or Officer

press Enter ↵

14a →

What's the first name of the principal owner?*

If you're the principal, that's your name.

press Enter ↵

14b →

And the last name?*

press Enter ↵

15 →

Home address of the Principal?*

press Enter ↵

16 →

SSN of the Principal?*

Your data is encrypted with AES-256-GCM and stored securely.

press Enter ↵

17 →

Date of birth of the Principal?*

press Enter ↵

18 →

Percentage of ownership?*

press Enter ↵

19 →

Are there individuals other than the primary owner who own more than 25% equity?*

19b →

Additional Owners

Additional owners with 25%+ equity (up to 3)

Principal 2

press Enter ↵

19c →

Is there a third principal with more than 25% equity?

19d →

Third Principal

Information for the third owner with 25%+ equity

Principal 3

press Enter ↵

20 →

Highest transaction you expect to run?

Be realistic — shoot for what you actually expect, not your biggest dream deal. Starting conservative means faster approval and less paperwork. We can always raise it later.

press Enter ↵

21 →

Estimated number of transactions per month?

press Enter ↵

22 →

Refund and return policy?

If you don't have a formal policy, you can enter "Resolved on a case-by-case basis."

press Enter to continue, Shift+Enter for new line

23 →

How do you currently accept credit cards?

press Enter to continue, Shift+Enter for new line

24 →

Upload your voided check or bank letter

Drag and drop or click to browse. Accepted formats: PDF, JPG, PNG.

press Enter ↵

🎉

You're almost done!

On the next page you'll see a summary of everything you entered.

Review it carefully, then hit <strong>Submit</strong> to send your application to our team.

Review Your Application

Double-check your info below, then submit.

Your sensitive data (SSN, DOB, Tax ID) is encrypted with AES-256-GCM.