1. Select your branch below from the blue button options below
2. Complete the information requested in the referral form. –> Select your name from the list below*
* Please notify your branch manager if you do not see your name as an option for your branch.Please fill out as much information as possible.
3. Under Attach Merchant Services Statement, click the ‘File to Upload’ button, then attach the customer’s current merchant services statements (these are the statements from their existing merchant services provider. If the customer is not currently accepting credit cards, include that information in the notes section of the referral form).
A Business Sales Consultant will receive a notification of the new referral and will manage the process. You will be notified as important milestones are achieved. If you have any questions, please call 704-230-0461 or email us at firstname.lastname@example.org