TurboApp allows you to seamlessly board new merchants directly to your wholesale Priority Payments portfolio. To set up the integration, please see this article: Priority Payments 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 on the Start Application button to launch your new application.

Note: If you have multiple processor integrations enabled, then make sure to select Priority Payments in the first drop-down on the page. 

The application process consists of several steps which 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. Corporate Information

In the first step, you'll need to fill in the merchant's basic business information. The information is grouped into the following sections:

• Business Information
• Owner Information
• Business Profile
• Sales & Card Information
• Site Survey Report 

Here are a few notes about the various fields and sections. 

After entering the merchant data in the "Location" fields in the Business Information section, you can copy that information to the DBA fields using the Copy Information to DBA button:

 

 

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 Sales & Card Information section must add up to 100%:

 

 

If the percentages do not add up to 100%, then the calculated total will be shown in red color, and you will not be able to move on to the next step until correcting the percentages.

Many of the fields on the Corporate Information page are required.

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:

 

 

After all of the required and relevant data has been entered, click the Next button to proceed to the next step. 

Below is a screenshot of the Corporate Information page:

 

 

 

Step 2. Financial Profile Page

In the second step, you will need to fill in the banking and other financial data concerning the merchant's business. The data is grouped into the following sections:

• Bank Accounts
• Risk & Underwriting Parameters
• Deployment Options
• MOTO Addendum

The Bank Accounts section has no required fields:

 

 

Here are a few additional notes on the Bank Accounts section:

• The Account Name field will auto-populate with the legal name of the business.
• The Bank Name field will auto-populate with the name of the bank after you enter a valid Debit Routing Number:

 

 

• If the Separate Account for Deposit drop-down is set to Yes, then four new fields will open where you can enter any applicable data:

 

 

The Risk & Underwriting Parameters section provides space for Visa, MasterCard, Discover, and American Express monthly volume data (all fields in this section are optional):

 

 

The Deployment Options section is required and you must select both a Terminal and a Start-Up Kit in order to proceed to the next step of the application process.

To select a terminal, open the Equipment Type drop-down and select the Terminal option. Then select the relevant terminal options from the Manufacturer, Model, Application Name, and Template drop-down menus, and click on the Plus button:

 

 

The selected terminal will now be shown in the list of selected equipment items. To remove any of the items from this list, click on the Remove button: 

 

 

Once the Terminal has been added, select the Start-Up Kit option from the Equipment Type drop-down and repeat the process.

After you've added all the required equipment, you can also select the shipping options and if needed add special shipping instructions:

 

 

If the merchant's Card Swipe percentage is less than 80% (on the Corporate Information page), then a MOTO Addendum questionnaire will be shown on the Financial Profile page, which you will need to fill in:

 

 

After all of the required and relevant data has been entered, click the Next button to proceed to the next step of the application process. 

  

Step 3. Rates & Fees

On this page, you can customize discount rates and fees for each of the four major card types as well as choose additional services such as PIN-Debit, EBT, and others.

First, select the appropriate Rate Type and the Pricing Type:

 

 

Note that the fields on the Rates & Fees page will change dynamically to display the options specific to the selected Rate Type and Pricing Type.

After you've made your selections, you can proceed to enter the credit card fees:

 

 

Next, choose additional services as required:

 

 

After you select any of the services, additional options specific to that service will be automatically displayed on the page and you can configure the options as required. 

Next, you may add a variety of Additional Credit Card Fees and Custom Fees as needed:

 

The final section is the Billing Flags section. Like all other sections on this page, all fields are optional.

 

 

Once you have entered all the desired data, click the Next button to proceed to the Submit to Priority Payments page.

 

Step 4. Submit To Priority Payments

In the last step, you may review your data and make additional edits before submitting.

If there are errors in the application, you will see a warning at the top of the page:

 

 

Click the Check Application for Errors button to see what specific errors are blocking your submission. You can correct the error by returning to the page and location specified in the red warning text.

After correcting the issue, return to the Submit to Priority Payments page. If there are no other errors, a scrollable Review Panel will be shown:

 

 

Scroll through the data via the Review Panel and check that it had been entered correctly. If you come across any fields or sections you would like to edit, you can jump back to the desired section 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 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 data is accurate, select the Terms & Conditions checkbox and click the Submit Application button:

 

 

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, re-select the Terms and Conditions, 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: