Application Intake & Parsing
Turns any application format into a structured boarding record.
Core · Merchant Lifecycle
Your agent accepts merchant applications in any format — web form, PDF, email, or fax — and converts them into a clean, structured record ready for underwriting. No more manual data entry or re-keying across systems.
What your agent does
- ◆ Parses applications from PDF, web form, email, and scanned documents
- ◆ Maps extracted fields to your boarding system data model
- ◆ Flags missing or inconsistent fields immediately
- ◆ Routes completed records to the appropriate underwriting queue
Common use cases
- ISO partner application processing
- Direct merchant onboarding
- Bulk application migration
Usage & pricing
∞ Unlimited
Token cost only — no per-execution charge. Runs as many times as your team needs.
Available in
Merchant Lifecycle core included
merchant onboardingapplication intakeboardingdata extractionunderwriting queueapplication parsing