Close it
Submit a Deal
Pick where the deal is being written and follow the checklist. A complete package the first time is the difference between a 2-day approval and a 2-week back-and-forth.
Every deal needs these docs
Send the packaged deal to · CC . Statements can also come straight from the merchant via nextpaypos.com/statement-upload. Blank fillable application: nextpaypos.com/application.
🔗 Quick portal access
Jump to your merchant platforms and communication.
🎥 Solutions in Payments — Video Guides
Step-by-step walkthroughs for starting an online application, submitting a paper agreement, and clearing underwriting. Each opens on YouTube.
Submit by placement
Click a brand to see the submission steps and requirements.
Quick resources: Merchant application PDF: nextpaypos.com/application ·
Clover support: (877) 928-0305 opt 2
Then follow the placement playbook
After you hit send
| What happens | Typical timing | Your job |
|---|---|---|
| Underwriting reviews the file | Underwriting sets the pace — never quote a timeline to the merchant | Respond same-day to any doc requests — complete files move fastest. |
| Approval & MID issued | On approval | Move the deal to Underwriting → Installed in My Pipeline as it progresses. |
| Hardware config & install | Varies by product | Coordinate the install date; be reachable on install day. |
| First batch settles | Day 1–2 of processing | Call the merchant, confirm funds landed, ask for a referral. Log them in My Merchants. |
Stuck or unusual situation? Post the deal details in Deal Desk on Google Chat (in the deal's thread) — do not guess on underwriting questions. Email is for submitting the actual docs only.