Apply Wizard API: General Information

Purpose

This API is specifically designed for traditional merchant operations. It focuses on the onboarding and application processes for merchants, enabling efficient management of leads, documents, and application submissions.

Functionality

Lead and Application Management

• Handles the creation, management, and submission of leads and merchant applications.

Document Handling

• Allows for adding and managing documents associated with merchant applications.

Signature and Submission

• Supports the final submission of applications for signature and approval.

Sub-Agent Management

• Retrieves and manages a list of sub-agents associated with the authenticated user.

Use Case

This API is used by organizations that manage traditional merchant accounts, enabling them to efficiently onboard merchants, process applications, and handle the necessary documentation. It facilitates the management of merchant relationships and ensures compliance with operational requirements.