Business owners: prevent onboarding stalls for merchants missing banks
Business owners: prevent onboarding stalls for merchants missing banks
Business owners see merchant status 'App No Banks', causing onboarding stalls and blocked payouts. It routes merchants into ops queues and creates tasks so bank info is resolved and onboarding resumes.
Overview
Missing merchant bank details stall onboarding and risk blocked payouts. This workflow pushes every 'App No Banks' merchant into your ops queue, creating tasks and alerts so bank issues are resolved and onboarding restarts. Operations leaders get faster handoffs and clearer audit trails.
Notable Features
- Trigger ops tasks for merchants
- Notify ops about missing bank info
- Update merchant record with task