Underwriting Templates
What is an Underwriting Template?
An Underwriting Template is used as a default base for an Underwriting Application. An Underwriting Template can be used as a basis for creating multiple Underwriting Applications.
A wide range of information categories for merchant underwriting can be covered by the Underwriting Template:
- General Information: relevant Service Provider, Underwriting Template name, name of an existing Underwriting Template to copy settings from
- External Validation: external entities and bank validation services
- Onboarding: onboarding to Processor and Gateway, configuring of automatic Sub-Account and User creation or selecting of Pricing Sub-Account Template, configuring of Fee Disclosure Box
- Business Details: business legal information, bank requisites, registration documents, etc.
- Contact Information: business and business owner contact details, copies of identification documents, etc.
- Merchant Risk Profile Details: business industry and category, policies, compliance certificates, etc.
- Merchant Risk Assessment: business processing history and projections, bankruptcy details, etc.
The submitted Underwriting Template can be viewed and managed on the Underwriting Templates page.
You can:
- Create a new Underwriting Template through the Add Template button or the Actions menu
- Edit or delete an existing and selected Underwriting Template through the Actions menu
- Edit an existing Underwriting Template through the Context menu
- View detailed information on the selected Underwriting Template on the main page in the view mode
- Export data.
Underwriting Templates Page Filters
Use filters to narrow down your search parameters.
Select Operator and Service Provider to display Underwriting Templates related thereto.
If required, search for Templates by their names.
Use Template Details filter parameters to find a particular Underwriting Templates(s) based on its(their) Id and name.
Use the Reset Filters button to clean all set parameters.
Use the Export button available to export data to excel or csv formats.
*Customize your report on Underwriting Templates through the expand columns button.
