Valmar: Building for Merchant Growth
July 21, 2022
I don’t want to ever go back to our old ways.
Valmar is really creating this payment processing ecosystem, and that’s one thing we’ve really seen pay off because instead of having to go to A, B, C and D for all your solutions you can just go to just V for Valmar and that is going to be your one-stop shop for your payment processing needs.
What was the biggest challenge for your company before working with Agreement Express?
We had established a robust and flushed out underwriting program but it became apparent that although it was thorough, it was terribly and laughably slow.
We always aim to provide our merchants with the very best customer experience. The manual onboarding and underwriting process was slowing us down and definitely missing that mark. Our ability to now quickly underwrite a merchant, along with providing them a frictionless process to electronically sign their agreements has been a complete game-changer.
And thanks to Agreement Express we can now underwrite a package in 30 minutes as opposed to hours and even has some cases, days. So scalability is no longer an issue for Valmar.
What was your application process like before Agreement Express?
Using our old manual application process, created this segmented merchant experience that needed to be addressed. And this segmented experience is you have some paper, some electronic documents, and it just was really fragmented in a way that just wasn’t conducive to a positive experience.
We’re always trying to find a better way to serve serve our customers a more seamless way. By partnering with Agreement Express, it forced Valmar to reimagine underwriting process from start to finish. We realize that creating a frictionless underwriting process was essential to the merchant experience and overall, our business growth.
What’s one thing you can’t live without now that you’ve used Agreement Express?
Aside from the amazing automation, scalability, and efficiencies that Agreement Express allows you to perform, it’s got to be the integration with our CRM. This is absolutely top-notch, being able to push and pull merchant information from our hundreds of leads effortlessly with a push of a button is something I personally I don’t ever want to go back to our old ways. The integration has led to an underwriting process that is 8 times as fast as it once was.
Agreement Express has helped us tremendously in areas that it was meant to do and that has changed our business overall by allowing us to focus in the other areas that we just didn’t have the time before.