systemseven built the entire onboarding process which has two main user tracks: client and sales staff.

Sales Staff have an administrative dashboard to manage their clients and pending deals as well as create fees & service charges and payment plans.

Clients will go through the onboarding process - providing their business and/or personal information which is then used to generate a dynamic MSA PDF and to create a third party merchant account that the new client will use to collect payment from their participants.