Make More Money with Agreement Express.

Increase time to revenue and accelerate your time-to-board when you switch to our software. Crunch the numbers to see how much more you could be making thanks to automation.

Growing Payment Service Providers Use Agreement Express.

merchant onboarding
wealth management

Better Client Solutions Mean Happier Clients.

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Customize Your Experience

We give you the tools, you make them your own. Our white-labeled software lets you customize the client experience with a few clicks and automate as many or as little processes as you want.

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Enjoy Clean

We developed our software with you, the user, in mind. Our solutions have intuitive workflows to optimize the client experience by saving time throughout the client lifecycle.

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Stay Consistently Compliant

With Agreement Express, all custodian, proprietary, and optional forms stay up-to-date and automatically update to match current industry compliance standards.

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Choose to

With Agreement Express, you get a partnership; we want to help you understand your data, giving you best practices and actionable advice for the future. If you don’t need us, our software is simple enough to use independently


Read about client testimonials, industry disruptors, and thought leadership.

Avidia Bank Launches Merchant ScanXpress to Scale their SBO Business

July, 2022, Vancouver, Canada — Agreement Express, the leading client onboarding and underwriting platform for current and emerging…

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NMI Acquires Agreement Express’s Payments Solutions, Providing More Value For Partners

NMI, a leading full commerce enablement technology company, has acquired the Agreement Express payments solutions, including onboarding, underwriting and risk monitoring capabilities designed for current and emerging leaders in financial services. Together, the pair’s joint offering enables ISV, ISO and fintech partners to sign up and monetize merchants more quickly and easily.

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Underwrite & Monitor Merchants Directly From Your CRM

Imagine if your underwriting and sales teams could seamlessly share data in just a few clicks – transforming…

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Have questions about how becoming an Agreement Express partner could benefit you?