TurboApp allows you to seamlessly board new merchants directly to TSYS ELAPP. To set up the integration, please see this article: TSYS TransFirst Integration Guide
Starting the TurboApp
To board an account in TurboApp, we recommend clicking the Board Merchant button on the lead:
When you board a merchant to TurboApp from a lead, the lead field info, attached files, and assigned users will automatically populate into the new TurboApp record based on the TurboApp field mappings.
To start a new and empty TurboApp application, navigate to TurboApp > New Application in the top navigation bar. When you're starting a new application from the top navigation bar, you will need to enter all of the information and settings manually. This method is only recommended if you don't already have a lead to go with the account, but that should not be common.
The New Application page will open as shown in the below example:
Select the appropriate options in the initial drop-down menus and click the Start Application button to launch the app.
Note: If you have multiple processor integrations enabled, make sure to select TSYS ELAPP in the first drop-down menu on the page.
The application process consists of several steps that take about 5 minutes to complete.
If needed, you can leave at any point and find the saved record under TurboApp > Incomplete Apps.
Step 1. Upload Files
In the first step of the application process, upload your Merchant Processing Agreement, a Void Check, and your Confirmation Page to the TurboApp.
If the last two items are included in the MPA, then you may only upload the first file (and select the Check is included with Application and the Page is included with Application checkboxes).
If needed, you can also upload additional supporting documents to be included with your application. Once all required documents have been selected, click the Upload Files button.
After the files have been uploaded successfully, the application will move on to the second step.
Below is a screenshot of the Upload Files page:
Step 2. Corporate Information
In the second step, enter the merchant's corporate information. The fields marked with a red asterisk are required:
Step 3. Location Information
In the third step, enter the location information in the following four sections:
- Owner
- Site Survey / Patriot Act
- Processing Information
- Primary Bank Account
Here are a few notes on some of the special fields:
- If there is more than one owner, then select Yes under the "Second Owner" label and an additional section will automatically appear where you can enter the information on the second owner.
- The percentages in the four fields shown under the "% of Credit Card Payments from" and the "Products and Services delivered in" labels must add up to 100%. If the totals do not add up to 100%, then the automatically calculated totals shown below the fields will be shown in red color, and you will not be able to move on to the next step until correcting the percentages.
- When you enter the routing number in the ABA Routing # field, the Bank Name field will auto-populate with the name of the bank.
Below is a screenshot of the Location Information page:
Step 4. Equipment
In step four, select the required equipment and equipment options (you must select at least one equipment type):
Step 5. Rates & Fees
In step five, select the discount rates and fees for the different card brands and any additional services such as PIN-Debit, EBT, and others.
Step 6. Review And Submit Application
In the last step, review your data before submitting the app:
If you would like to print the page or save it as a PDF, click the Print button and select the desired settings. You can also open a dialog that will allow you to link Users or change the Sales Rep by clicking the Options button.
Once you have verified all of the data is accurate, check the Terms & Conditions checkbox and click Submit Application:
If there is an error blocking the submission, a red text 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: