TurboApp allows IRIS CRM users to seamlessly board new merchants directly to the Vantiv processor. To get started, select the New Application option from the TurboApp menu. The Start New Application page will open:
The TurboApp experience will differ depending on which processor is selected. However, the steps in this article are specific to Vantiv. If that option is not already selected by default in the Application Processor dropdown menu, select it from the list of available options.
Next, choose options from the Sales Rep, Vantiv Group, and Vantiv Sales Rep dropdown menus. Once all options have been selected, click the Start Application button. You will be taken to the Upload Files page:
Upload Files Page
As stated in the red warning text, a Merchant Processing Agreement and a Void Check must be uploaded in order to proceed. In the Upload Merchant Processing Agreement section, click the Select File button and select an MPA from your PC.
If a Void Check is included in the MPA file, select the available checkbox:
If the Void Check is not included in the MPA, select a file independently.
You may also upload Additional Documents, if desired. After selecting a file from your PC, select an applicable label from the dropdown.
Once all required documents have been selected, click the Upload Files button. Once the files have been uploaded successfully, the Corporate Information page will open.
Corporate Information Page
For this page, the following fields are required:
- Legal Name
- DBA Name
- Location Address
- Zip Code (for Location Address)
- City (for Location Address)
- State (for Location Address)
- Phone # (for Location Address)
- Billing Address
- Zip Code (for Billing Address)
- City (for Billing Address)
- State (for Billing Address)
- Phone # (for Billing Address)
- Signer's Title
- First Name
- Last Name
- Date of Birth
- Signer's Home Address
- Zip Code (for Signer's Home Address)
- City (for Signer's Home Address)
- State (for Signer's Home Address)
- Signer's Home Phone
- Confirm SSN
- Federal Tax ID
- Confirm Federal Tax ID
After entering all necessary data in the 'Location Address' fields, you can save time by clicking the Copy Location Information button. Data from the name and address fields will be copied to corresponding fields in the 'Billing Address' column:
If you try to proceed without data in any one of these fields, a red call-out will appear above the field to remind you that it is required:
After all required and relevant data is entered, click the Next button to proceed to the Location Information page.
Location Information Page
This page is broken up into multiple sections, the first of which is the Business Profile section, where data regarding the merchant's business is recorded:
For this section, the following fields are required:
- Business Start Date
- Date of Current Ownership
- SIC Code
The Sales & Card Information section is where sales data and various card percentages is entered:
For this section, required fields include the Total Annual Sales field. Also, each of the three percentage areas must total '100%.' As you can see in the image above, the sum Total for all three areas is in green. If any these areas do not add up to 100%, the sum would be red and the user would be blocked from proceeding to the next page.
The PCI Compliance Information section concerns businesses that are PCI Compliant. If this is the case, select the 'Compliant with PCI security standards?' checkbox. A series of required fields relating to your PCI certification will open.
If you are not PCI compliant, do not check this box and proceed to the next section.
The Bank Accounts section is where you fill in banking data for this business.
ABA Routing Number and Deposit Information are the only required fields for this section. The Bank Name field will auto-populate when you enter a valid ABA Routing #:
The Site Inspection section concerns information relating to the merchant's physical space, inventory, and goods and services delivery methods. The user must select one of the radio buttons under the Site Survey label in order to proceed.
The Equipment Setup section does not contain any required fields. This section is for merchants who require setup for equipment they own or intend to lease or purchase.
Select a Terminal from the dropdown menu, or select an Manufacturer to limit the list of Terminal options. Once selected, the terminal model will appear in a green tab below the dropdown.
Select applicable options - Quantity, Status (Owned, Purchase, Lease), Provider, and Download Options. Enter any Comments or data regarding Miscellaneous Equipment (if any) in the fields provided. As many equipment types can be added as needed. All terminals will appear in separator tabs.
The last section on the Location Information page is the Processing Flags section. To open, click the accordion at the bottom of the page:
All fields are optional and flags can be customized as needed. Click Next to proceed to the Rates & Fees page.
Rates & Fees Page
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 a Pricing Format from the two available options:
- Pass-Through Interchange - Credit and Debit discount rates are usually below 1.00 %.
- Tiered - Credit and Debit discount rates are usually above 1.00 %.
In the VISA, MasterCard, Discover section, there are two columns - Credit and Debit. Enter your custom discount rates, fees, or tiered rates (if applicable). If the merchants accepts AMEX, select the American Express? checkbox and complete the form. If the merchant does not accept AMEX, deselect the checkbox and the form will be hidden.
To Choose Additional Services, select the desired checkboxes below the Card Fees. Sections for the selected options will appear below:
A variety of Additional Credit Card Fees can be added below 'Choose Additional Services section:'
Once you have entered all the desired data, click the Next button to proceed to the Submit to Vantiv page.
Submit to Vantiv Page
This page allows you to review your data and make additional edits before submitting.
Scroll though the data via the Review Panel and check your data. 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 above the 'You are now boarding...' text).
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, 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.