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625 Howe St., Suite 900

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56 Temperance St., Suite 801




Ryan Smith
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Agreement Express: Payments Merchant Onboarding

Agreement Express helps merchant service providers of all kinds, including merchant acquirers, card processors, ISOs and payfacs, to stay ahead of the market and outpace the competition with a fully digital merchant application and onboarding experience. 

With a white-glove experience on the front-end, the back-end features highly flexible workflows designed to help your organization drive meaningful change and report on real business impact in quick, iterative steps. Beyond our out-of-the-box solution, you can layer in customizations for specific onboarding use-cases, risk tolerance levels, distribution channels, and more.

In the race to shorter processing times, the quality and consistency of underwriting can suffer. The Agreement Express Risk Scorecard standardizes risk decisioning by automating the KYC, AML, OFAC, and overall underwriting process. It's complex scoring system facilitates instant approvals or rejections for extremely low or high risk applications based on established risk thresholds, freeing up underwriters to focus on the exceptional cases. 

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Agreement Express: Onboarding Automation Software

Agreement Express is onboarding automation software for the financial services industry. Our SaaS platform automates the entire end-to-end process of onboarding a new client, from data capture, to compliance, to final approval, and all client data is readily accessible and reusable for any purpose.