TurboApp allows you to seamlessly board new merchants directly to Priority Payments, with options for the Fiserv (Omaha or North) and TSYS platforms.
To enable the Priority Payments TurboApp on your site, navigate to Manage > TurboApp > Boarding APIs, and enter your API credentials under the Priority Payments tab.
To see how to enable the Priority Payments reporting integration please see our Priority Payments MX Connect Integration Guide.
The process of submitting a Priority Payments application using the TurboApp consists of several easy steps which take about 5 minutes to complete.
If needed, you can leave at any point and resume the application process later by opening saved record under TurboApp > Incomplete Apps.
Starting the TurboApp
To board an account in TurboApp, click the Board Merchant button on the lead:
If your site supports multiple processors, a popup will appear prompting you to select the appropriate processor:
When you board a merchant to TurboApp from a lead, the lead field info, attached files, and assigned users automatically populate into the new TurboApp record based on the TurboApp field mappings, to avoid repetitive data entry.
Step 1. Upload Files
In the first step of the application process, you will need to upload your Merchant Processing Agreement and a Void Check to the TurboApp.
If the void check is included in the MPA, then you may only upload the first file (and select the Check is included with Application checkbox).
If needed, you may also upload additional supporting documents to be included with the application. Once all required documents have been selected, click the Upload Files button.
After the files have been uploaded the application moves on to the next step.
Below is a screenshot of the Upload Files page:
Step 2. Company Information
In the second step, you'll need to enter the merchant's company information.
Note that most of the fields on this page are required and you'll need to fill all of them in.
If you omit to fill in a required field, then a warning message will appear when you try to move on to the next step:
Step 3. Owner Information
In the third step, enter or review the owner's information, and click Next when finished:
Step 4. Equipment
In the next step, select the equipment options for the merchant.
You can add as many types of equipment as needed using the Add Equipment button:
Step 5. Rates & Fees
In the next step, you can customize discount rates and fees for each of the four major card types and choose additional services such as PIN-Debit, EBT, and others.
The sections of the rates & fees page contain accordions which you can expand in order to select additional options or fill in additional information.
Below is a screenshot of the Rates & Fees page:
Also, when you select some of the options on the page (such as the Additional Services), more fields and options will appear which you can fill in. Here's the MX Merchant section:
Once you have entered all the information, click Next to proceed to the last step of the application process.
Step 6. Submit To Priority Payments
In the last step, you can review your data and make additional edits before submitting.
Scroll through the data via the Review Panel and check that everything is in order.
If you come across any fields or sections you would like to edit, you can jump back to a previous step by clicking the button for the applicable page (located at the top of the page).
If you would like to print the page or save it as a PDF, click the Print button and select the print settings. You can also open a dialog that will allow you to link Users or change the Sales Rep by clicking the Options button.
Below is a screenshot of the final Submit To Priority Payments page:
Once you have verified all data is accurate click Submit For Review, then select the Terms & Conditions checkbox, and finally click Submit Application:
If there is an error blocking the submission, a red error message describing the location and specific problem will appear above the Submit Application button:
After correcting the issue, return to the Submit page, select the Terms and Conditions checkbox again, and click the Submit Application button.
If there are no additional errors, you will see a message informing you that the application was submitted successfully:
The status of your application (including the equipment information) can now be tracked on the TurboApp's Underwriting page.