APPLICATIONS

Applications: The only thing standing between you and your deal. The process can be confusing but follow our steps and you’ll get it done without a ton of back and forth. (Please note if you are a new rep turning in your first 5 deals, you may use the Quick App Process. Please scroll to the bottom and click on QUICK APP & JOTFORM).

1. Use OneHub link to submit your deal. If you don’t have a OneHub link, contact emma@pcbancard.com. Once you get your link, you’ll create a login and password and you need to remember it. Then, drop a test file into your folder to make sure you know how to do it. Contact emma@pcbancard.com for help.

2. Choose the correct application for your merchant. If you are turning in a Dual Pricing deal, you’ll use the PCB Dual Pricing Application unless told otherwise.

3. Decide if you will be submitting your application by downloading and getting a wet signature in person or if you will be using DocuSign for a digital signature.

4. Watch the video’s in the Video Training Section for how to complete a Merchant application, and how to fill it out on DocuSign (if using DocuSign). We also recommend printing out the Sample Completed Application to reference.

5. Still have questions? After you have done the above steps, you may reach out to us with questions. Our office will contact you if anything is missing from your application.

Contact emma@pcbancard.com to be set up as a User in DocuSign.

Sign into DocuSign to Access Applications

 

Quick App Process for new agents one their first 5 deals:

  • Complete the Merchant Quick Application via printable PDF or Jotform
  • Gather the required Documents: 3 Months Processing Statements, Drivers License, Voided Check or Bank Letter, and Business License, (Bank Statements may be required, especially for Next Day Funding-get them if you can).
  • Put ALL of the information AND Required Documents in the Jotform, and Submit.
  • Send an email to Kristen@pcbancard.com with Subject Line: Jotform Submitted for [merchant name] and [date].
  • You will be contacted by our office when it is sent to the merchant. Please note the office will only send the application out for signature one time, it is then on the agent to get the signature. 
  • You or your merchant may be contacted for additional information and questions about equipment. Please put notes about equipment, charity program, or other nuances in the Comments section of the Jotform.

Merchant Quick App: Jotform Link

MERCHANT QUICK APP PDF

MERCHANT QUICK APP PDF (with signature)

Required: Listen to Jason’s Training before using! Skip to [30:05 – 42:00] for training on this process.

Questions? Contact Emma.

*Important*

Any agent that wants to submit a deal with Cannabis must register with the bank and send a copy of their drivers license, front and back (clear copies). It must be an individual (no Corps, LLC’s etc). The bank just needs to keep track of who is handling the account due to cannabis laws. If any agent has a desire to enter this market, please make sure you complete our DocuSign, and we will submit it to the bank. Request the DocuSign from emma@pcbancard.com. Do not turn in a Cannabis deal until you do this first. DocuSign includes Agent Compensation plan.

PCB CANNABIS PRICING FOR MERCHANTS

CULTIVATE CANNABIS CHECKLIST

CULTIVATE CBD CHECKLIST

QUICK APP/JOTFORM FOR CANNABIS – please request this link from Kristen@pcbancard.com once you have completed / gathered the above items.