Secure merchant intake

Simple. Organized.
Expedited approval.

Build an underwriting-ready merchant file in one protected workspace—then let us route it to the processors and banking partners equipped to evaluate it.

Passwordless sign-in + required multi-factor verification

File readiness Guided
13document groups
Entity and ownership records
Banking and processing statements
Inventory and fulfillment evidence
Domain ownership and website controls
AI website risk audit included
Drafts save section by section
Built for sensitive underwriting files
Private storage
MFA enforced
Time-limited retention
One continuous workflow

From scattered attachments
to a credible file.

Applicants always know what is missing, why it matters, and what qualifies as an official document.

01

Tell us about the business

Company, owners, products, processing history, fulfillment, and compliance controls.

02

Build the evidence file

Upload each official record into its own guided slot—no email chains or mystery attachments.

03

Audit the website

We scan public pages for risk signals such as missing COAs, age gating, policies, and prohibited claims.

04

Route with context

Your completed file is reviewed and presented to independent partners suited to the risk profile.

Deliberate by design

Sensitive files deserve
a short, controlled life.

Your documents are kept private, delivered through expiring links, and scheduled for deletion after the underwriting window. Access is authenticated and recorded.

Read our security approach
Two-step accessEmail verification plus authenticator-app MFA.
No public filesPrivate bucket with short-lived upload and download authorization.
Automatic cleanupSubmitted records receive an explicit purge date.
Ready when you are

Give the file its best first look.

Begin secure intake