Merchant Onboarding Built for Modern Payments
Digitally onboard merchants through our API, hosted applications, or partner dashboard. Eliminate paper applications, reduce underwriting delays, and activate merchants faster.
One Platform. Three Ways to Onboard Merchants.
No two partners are the same. Whether you’re a software company building embedded payments, an association supporting members, or an ISO managing hundreds of merchants, Payline provides the onboarding experience that fits your business.
API Integration
Build merchant onboarding directly into your software.
Create a seamless onboarding experience directly inside your software. Merchants stay within your platform while completing applications, uploading documents, and activating payment processing.
Best For:
• SaaS Platforms
• Marketplaces
• Embedded Payments
Benefits:
✓ Faster Merchant Activation
✓ Reduced Application Abandonment
✓ Complete Developer Flexibility
Most payment providers force merchants into external portals and disconnected workflows. Payline allows software companies to maintain complete control over the onboarding experience while leveraging enterprise-grade underwriting and payment infrastructure behind the scenes.
Hosted Onboarding
Add a branded onboarding experience without building your own application.
Launch Faster with Hosted Onboarding. Need a modern onboarding experience without building it yourself? Payline Hosted Onboarding provides a complete merchant application that can be embedded into your website, portal, or customer experience. Launch in days instead of months.
Best For:
• Associations
• Franchises
• Referral Programs
• Software Companies
Benefits
✓ Low-Code Implementation
✓ White-Labeled Experience
✓ Mobile Friendly
✓ Digital Signatures
✓ Secure Document Collection
✓ Real-Time Status Tracking
Most hosted applications are simply digital PDFs. Payline’s onboarding experience was designed specifically to maximize completion rates and minimize underwriting delays.
Partner Dashboard
Create, send, and manage merchant applications through a modern portal.
The Modern Boarding Platform for Agents & ISOs. Stop chasing PDFs, incomplete applications, and email attachments. The Payline Partner Dashboard provides everything agents need to onboard merchants digitally.
Best For:
• Agents
• ISOs
• Sales Teams
Benefits
✓ Send Applications Digitally
✓ Track Merchant Progress
✓ Manage Multiple Merchants
✓ Upload Documents
✓ Monitor Underwriting
✓ Receive Approval Notifications
Most agents still rely on paper applications and manual follow-up. Payline provides a modern workflow that helps agents board merchants faster while improving submission quality and approval rates.
Everything Included
No matter which onboarding method you choose, every solution includes:
Digital Applications
Modern, mobile-friendly onboarding.
Electronic Signatures
Complete applications faster.
Document Collection
Secure upload and management.
Multi-Processor Support
Board merchants across multiple processing platforms.
Automated Workflows
Reduce manual review and operational overhead.
Real-Time Status Tracking
Visibility from application through approval.
