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ISO Application Processing

Processes ISO and agent applications from intake to approval.

Core · Partner & Channel

Your agent manages ISO and agent application workflows — intake, background check coordination, underwriting package assembly, and approval routing — so your channel team can onboard new partners faster without the administrative bottleneck.

What your agent does

  • Parses ISO/agent applications and validates completeness
  • Coordinates background check and compliance screening workflows
  • Assembles underwriting package for approval team review
  • Tracks application status and communicates with applicants

Common use cases

  • ISO partner onboarding
  • Agent registration processing
  • Referral partner onboarding

Usage & pricing

∞ Unlimited

Token cost only — no per-execution charge. Runs as many times as your team needs.

Available in

Partner & Channel core included
ISO applicationagent onboardingpartner registrationISO registrationchannel onboardingpayment agent