Our 6 Step Process

In order to provide the best experience possible, we have refined our processes so that you know what to expect moving forward.

1. Discovery

Learning about your current situation with a genuine sense of curiosity allows us to intelligently assess your needs. A current or recent merchant statement may be necessary.

2. Research

We compare leading processors, banks and service providers to get the best programs, rates, service and technology available to meet your needs today and into the future.

3. Proposal

Once our research is complete, we propose a merchant solution that will meet your needs and with minimal impact to your day to day business. 

4. Application

The merchant application takes just a few minutes. We’ll need add’t verifying docs as well. Once received, we’ll just need you to fill it out as thoroughly as possible. We take it from there.

5. Integration & Implementation

Through joint efforts, the appropriate support team will help guide you through the set up, installation and integration of your new account so you can start saving time, money and with fewer headaches.

6. Happy, Referring Customer

We will be there after the sale, too! We are not in this for one sale, we want you to be our customer for generations. We know that over-promising and under-delivering is an unfortunate aspect of our business. We want to change that! If we take care of you, we know that you are likely to refer us to friends, family and colleagues.


Our ultimate goal is to offer straight-forward, transparent services that exceeds your expectations.