New
RiskAI creates and sends your merchant applications for you
Less chasing paperwork. More merchants processing
Collect underwriting documents, configure bank and processor assignments, and prepare accurate application packages, all in one workspace built for merchant brokers and ISO agents.
Full Name | Document Flows | Applications | Company | Stage | Document Status | ||
|---|---|---|---|---|---|---|---|
| Brooks Auto Detail | Application Started | Missing | |||||
| Nair Family Dental | Application Populated | Pending | |||||
| Reyes Landscaping | Application Started | Missing | |||||
| Torres Coffee Collective | Application Populated | Completed | |||||
| Kim Yoga Studio | Application Started | Missing | |||||
| Fischer Hardware | Docs Collected | Completed | |||||
| Delgado Bakery | New Lead | Missing | |||||
| Bennett Legal Group | Merchant | Completed | |||||
| Liu Pet Grooming | New Lead | Missing | |||||
| Ward Solar Install | App Sent | Pending |
Your merchant orchestration hub.
Manage onboarding, document collection, service providers, and applications in one place with every DBA organized by bank and corporation.
Multi-Bank application submissions
See each application’s processor, status and outstanding documents across your entire merchant portfolio.
Bank level DBA management
Connect merchant accounts to the right Corp and DBA with their correct business context.
Connnect your merchant service providers
Store the processor, DBA and rate plan on each application for clear processor-specific tracking.
Progress
3 of 3 uploadedApplication Tracker Click a step to set progress
Milestone Tracker Click to view milestones
Create applications for any processor. Assign each application’s DBA, rate plan, and document requests. Review application packages and track underwriting status by bank, corporation, DBA, or application.
Create applicants. Start applications. Add contact details, request documents using templates or individual requests, and set milestones to automate follow-ups.
Request documents needed for the bank. Choose a saved document package or select individual document requests. Set a due date, then give the applicant the checklist for uploading their files
Review each submitted document. Check the uploaded files against the requests. Accept documents that are ready, or reject a file with a reason so the applicant knows what to correct.
Jordan Ellis
- App Started
- Documents
- App Populated
- App Sent
- Merchant Created
Application Documents
7/7Prepare the application. Select the processor, eligible DBA and rate plan for this application. Use saved application information to generate supported mapped forms.
Lumen Peak Collagen
Application StartedQuestions
Answers for your merchant workflow.
See how Riskdefy handles applicants, document requests and applications across processors.
Less prep. More submissions.
Prepare complete bank packages faster and submit more merchant applications.