Underwriting and Onboarding Software Solutions

Reduce risk in underwriting and speed up the onboarding process with powerful technology customized to fit your needs.

Many Growing Financial Service Providers
Use Agreement Express.

Industries

Experience Rapid Growth with
Our Software.

Payments
Increase onboarding speed

Digitize Onboarding and See Revenue Soar

Reduce risk in underwriting and speed up the onboarding process with powerful technology customized to fit your needs.

  • Reduce NIGO rates by 30%
  • Make more informed decisions with resources and data tracking
  • Manage merchants easily with self serve forms
  • Increase sales up to 30% with straight-through processing
Decrease underwriting risk

Automate Underwriting and Save Days of Time

Software that decreases time-to-decision while reducing risk and staying compliant.

  • Take underwriting time from days to minutes
  • Process 10x more applications per underwriter
  • See a 70% reduction in merchant abandonment
  • Save up to $60 in third-party fees per application
Integrations

Seamless and Secure Data Management, So You Don’t Have to Choose Between Easy and Safe

We keep all your documents organized and bundled by account for easy access and lifecycle tracking. Plus, our data integrates into any platform in your tech stack, so you can have everything you need, in every place you need it.

See how much new revenue you could be generating

Use Our ROI calculator to Find Out.

Testimonials

What Our Current Clients are Saying About Our Solutions:

“Our results, thanks to Agreement Express, are consistent and repeatable, allowing us to focus our time on growing our business.”

ALICE DASSAU
Director of Underwriting, CMS

“Our ability to quickly underwrite a merchant has been a complete game-changer.”

BRIAN FEHR
Compliance Officer, Valmar

“Supporting our payments partners in their goals to bring payment solutions to their clients quickly and efficiently is a critical aspect of our program.”

NICOLAS KARMELEK
Executive Vice President & Chief Risk Officer at Avidia Bank

Latest resources

Insight and Tools for Quicker Onboarding and Complete Compliance

Underwrite & Monitor Merchants Directly From Your CRM
Blog

Underwrite & Monitor Merchants Directly From Your CRM

Imagine if your underwriting and sales teams could seamlessly share data in just a few clicks - transforming back office…
National Processing Video Testimonail

4 Industry Insights from the CEO of National Processing

One of the biggest challenges for National Processing, a nationally regarded merchant services company, was ensuring that the organization could…
Merchant Onboarding Process Flow Chart
Blog, Infographic

A Merchant Onboarding Process Flow Chart to Streamline Approvals

Merchant onboarding is one of the most important parts of the payments ecosystem, which is why we have laid out…

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