Every Day an Application Sits Is a Day of Lost Residuals
The typical ISO onboarding flow is a PDF emailed to the merchant, printed, signed, scanned, emailed back, re-keyed into the processor portal, and then bounced for a missing voided check. Two weeks later the merchant is live, if they have not gone with someone else.
FloPay turns that into a link. The merchant fills in a structured application, uploads documents and signs on screen. Your reviewer sees it the moment it is submitted, requests anything missing without starting over, and pushes it to the processor with the fields already mapped.
The Onboarding Flow
Build or Pick a Template
Drag steps and fields into a reusable template. Mark fields required, set select options, tag each field with its processor equivalent. Move templates from draft to active to archived.
Send & Collect
The merchant completes the steps, uploads documents, and draws a signature. A branded PDF of the finished application is generated for your records and theirs.
Review & Submit
Request pending items, run the AI risk assessment, then submit to Maverick via API, email the PDF to an underwriter, or record a manual submission. Every submission is logged.
What You Get
For the Merchant
- Works on phone, tablet or desktop
- Save and resume with the same link
- Upload documents inline
- Sign on screen; signature stored as an image
- Progress indicator across steps
For Your Team
- Status flow: draft, sent, in progress, completed, approved, rejected, expired, cancelled
- Pending items step that reopens a completed application and extends the link 30 days
- Processor tag coverage panel shows unmapped required fields
- Submit the same application to more than one processor
- Start an application directly from a CRM deal
Processor Connections
Maverick Payments boarding is a full three-step API flow. A Nexio connector with its own field mapper and default template is also available. For any other processor, email the generated PDF to their underwriting inbox from inside FloPay and log the submission against the application. Ask sales about adding a direct connection for your primary acquirer.
Cut your time to live
Send us your current application and we will rebuild it as a FloPay template during onboarding.
Talk to SalesFrequently Asked Questions
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Can I use my own application form?
Yes. Build it in the template editor with the same steps and fields you use today, or start from the Maverick or Nexio starter templates and adjust.
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What happens if the merchant is missing a document?
Add a pending item to the application. It gets a new Pending Items step, reopens if it was already completed, and the link expiry is extended 30 days.
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Is the application data secure?
Sensitive fields like SSN and bank account are handled with dedicated field types, the public link is token-protected with an expiry, and access is scoped to your partner team.
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Which processors can I submit to via API?
Maverick Payments today, with a Nexio connector available. Email submission works for any processor.
Talk to Sales
Tell us a little about your business and a FloPay specialist will reach out.
Sales:
Location:
8 The Green, STE B
Dover, Delaware, 19901
Privacy & Terms:
Request an onboarding demo
Fill this out and a FloPay specialist will reach out, usually the same business day.