How to Add a Business Using Only Three Details
Introduction
This method enables a business to be onboarded without requiring the applicant to complete the full application workflow.
- Step 1: From the top-left navigation menu, select the “Businesses” tab.
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- Select the blue plus (+) icon to add a new entry.
- Click anywhere within the Single Business pop-up window to proceed.
- Step 2: Enter the following business information:
- Legal Business Name
- TIN/SSN/EIN
- Location Address
- Once all fields are completed, click the Create button at the bottom right to save the business.
- Step 3: Review & Send (Optional)
- After the required information is submitted, a pop-up will appear with the option to Send Invitation to the applicant via email to initiate onboarding through the white-label application process.
- Alternatively, select Close to skip the invitation and review KYB information by locating the business in the Business section.
- After the required information is submitted, a pop-up will appear with the option to Send Invitation to the applicant via email to initiate onboarding through the white-label application process.
Q: Can I send the application to the applicant later?
A: Yes, you can always open the Business record to get back to the 'Send invitation' option
Q: I already have the applicant's details, can I key the application manually?
A: Yes, on the case, click the tool icon to edit the application and complete fields on behalf of the applicant.
