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Settings reference

Every key an admin can set under Settings, grouped as the screen groups them. Types: TEXT, NUMBER, BOOL, ENUM. Empty means "use the default". Catalogue tables (statuses, stips, decline reasons…) are managed under Settings → Catalogs and are not listed here.

Company profile

KeyTypeDefaultWhat it does
emailTEXT
loginNameTEXT
nameTEXT

Branding

KeyTypeDefaultWhat it does
appearance.shellENUM (topbar | sidebar)topbar=Top bar (default), sidebar=Sidebar (#766: where the main navigation lives; themes restyle either)
companyColorTEXT
companyEmailColorTEXT
logoTEXT

Localization & formatting

KeyTypeDefaultWhat it does
countryENUM (us)us=United States (example values; configurable)
currencyTEXT
dateFormatENUM (MM/DD/YYYY | DD/MM/YYYY | YYYY-MM-DD)MM/DD/YYYY=MM/DD/YYYY (US; default), DD/MM/YYYY=DD/MM/YYYY, YYYY-MM-DD=YYYY-MM-DD (ISO)
federalIdNumberFormatENUM (usa | no_formatting)usa=USA (XX-XXXXXXXX), no_formatting=No Formatting
timeZoneENUM (Pacific/Midway | Pacific/Honolulu | Pacific/Marquesas | America/Adak | America/Anchorage | America/Creston | America/Belize | America/Atikokan)Pacific/Midway=(UTC-11:00) Samoa Standard Time (Pacific), Pacific/Honolulu=(UTC-10:00) Hawaii-Aleutian Standard Time (US & Canada & Pacific), Pacific/Marquesas=(UTC-09:30) Marquesas Time (Pacific), America/Adak=(UTC-09:00) Alaska Standard Time (US & Canada), America/Anchorage=(UTC-08:00) Pacific Standard Time (US & Canada), America/Creston=(UTC-07:00) Mountain Standard Time (US & Canada), America/Belize=(UTC-06:00) Central Standard Time (US & Canada), America/Atikokan=(UTC-05:00) Eastern Time (US & Canada)

Advance numbering

KeyTypeDefaultWhat it does
advanceIdPrefixTEXT
advanceIdSuffixTEXT
showAdvanceIndexTEXT

Submissions & activation

KeyTypeDefaultWhat it does
isoRequiredForInceptionAdvancesBeforeActivationTEXT
submissionsRequiredForInceptionAdvancesBeforeActivationTEXT

Collection defaults

KeyTypeDefaultWhat it does
defaults.collectionFrequencyENUM (daily | weekly | monthly)daily=Daily, weekly=Weekly, monthly=Monthly

Fees & pricing

KeyTypeDefaultWhat it does
fees.applicationFee.amountNUMBER200the application fee amount
fees.applicationFee.enabledBOOLtrueshow the application fee as a distinct line in offers/net-proceeds (walkthrough §3)
offers.bankFeeFloorPercentNUMBER5lowest bank fee %% the calculator allows (walkthrough §3; the owner may want higher — configurable either way)
offers.bankFeeStandardPercentNUMBER5standard bank fee %%; reductions below it come dollar-for-dollar out of the ISO commission
offers.commissionTiersTEXTJSON (default [[1.30,1],[1.31,2],[1.32,3],[1.33,4],[1.34,5],[1.35,6],[1.40,8],[1.45,10],[1.499,12]]): factor→commission-%% bands, lower-bound stepwise (owner's real table, 2026-07-09)
offers.counterAutoAcceptBOOLfalsebroker slide-down adjustments apply immediately and move the deal to the contract stage; off = funder re-approves each counter
offers.factorFloorNUMBER1.30lowest factor an ISO may sell at in the offer calculator (walkthrough §3)

Syndication & performance

KeyTypeDefaultWhat it does
performanceCalculationForFirstPeriodEnabledTEXT
syndicatorFeeds._dataHashTEXT
syndicatorOverPaybackAllowedTEXT

Bounce notifications

KeyTypeDefaultWhat it does
sendBounceEmailsTEXT
updateNonAchBounceConditionsForAllAdvancesTEXT

Accounting

KeyTypeDefaultWhat it does
recon.maxLagBdaysTEXT

Other

KeyTypeDefaultWhat it does
#TEXTSpec-era default keys with no reader were removed on 2026-09-22 (#850); the three below are read by the app.
ach.bounce.feeAmountNUMBER0bounce fee raised as a PENDING BOUNCE_FEE payment when a processor callback returns a debit; 0 = no fee
ach.credit.returnWindowDaysNUMBER2days after a credit settles during which a return is still expected before the status poll treats it as final
ach.representment.daysBetweenNUMBER3days between re-presentments
ach.representment.maxAttemptsNUMBER2how many times a returned debit is re-presented from the collections queue
apply.hourlyCapNUMBER200submissions accepted per hour across all forms; per-IP stays at 5/hour (#849)
apply.turnstile.secretTEXTTurnstile secret used to verify each submission server-side; set both keys to turn the captcha on (#849)
apply.turnstile.siteKeyTEXTCloudflare Turnstile site key rendered on the hosted application form; empty = no captcha (#849)
bounce.early.countNUMBER2bounces within the early window that trigger the red flag + clawback-risk alert
bounce.early.enabledBOOLtrueflag deals with early payment failures — bounces within the first days after funding (walkthrough §7)
bounce.early.notifyMerchantBOOLfalsealso email the merchant when the early-bounce rule fires
bounce.early.windowDaysNUMBER30days after funding that count as "early" (matches the commission clawback window)
bounce.escalate.countNUMBER3bounces within the window that trigger escalation
bounce.escalate.enabledBOOLfalseflip a weekly deal to daily collections after repeated bounces (W7 §13.3)
bounce.escalate.modeENUMAUTO | CONFIRM (default CONFIRM): AUTO flips the schedule itself; CONFIRM notifies the underwriter to decide
bounce.escalate.windowDaysNUMBER30rolling window for the bounce count
branding.displayNameTEXTcompany name shown on portals, emails and documents; empty = the registered company name
branding.iconUrlTEXTsquare icon used for the PWA and favicon; set from Settings → Branding
branding.logoUrlTEXTlogo shown in the sidebar, portals and branded email; set from Settings → Branding
compliance.defaultJurisdictionTEXT(2-letter state): fallback jurisdiction for disclosures and UCC filings when the merchant has no state; empty = US
email.fromAddressTEXTFrom address on tenant-facing mail; empty = the platform gateway's address. Set only a domain verified under Email domains, or the provider rejects it (#719)
email.fromNameTEXTdisplay name on the From header of tenant-facing mail (signer invites, offers, letters); empty = the branding display name, else the company's registered name (#719)
email.inbound.tokenTEXTshared secret the inbound-email webhook URL must carry (?token=…); empty = inbound email off
email.intake.enabledBOOLfalseemailed broker applications auto-create ISO + merchant + deal with attachments filed (competitor-gap build)
email.replyToTEXTReply-To on outbound mail — point it at the shared intake mailbox so replies flow back through email intake and thread onto their deal (walkthrough §2, shared-mailbox flow)
esign.certificateSubjectTEXTdisplay-only — subject and expiry of the company's own signing certificate installed in Settings → E-signature (#694); the bundle itself lives in the control-plane secret store; empty = platform certificate
esign.consentTextTEXTthe company's own consent wording shown on the e-sign consent screen, under the standard E-SIGN/UETA disclosure (#684); empty = disclosure only
esign.expiryDaysTEXTINT (default 14): days a signature request stays open after sending; then it expires and the links refuse (#688)
esign.reminderDaysTEXTINT (default 3): days a signer may sit on their turn before the first reminder email, and between reminders (#688)
esign.reminderMaxTEXTINT (default 3): reminders sent per signer before the platform stops chasing; staff can still send one by hand (#688)
inboundWebhookSecretTEXTshared secret for POST /api/webhooks/inbound/<source>; the sender signs HMAC-SHA256 over "<timestamp>.<body>" into X-Timestamp / X-Signature. Empty = inbound webhooks off (#843)
partners.dealCentricNavBOOLfalsehide Merchants/Leads tabs; slim deal creation to merchant+ISO (§11)
partners.isoPortalEnabledBOOLfalseallow ISO/broker logins into the partner portal (own deals only)
partners.mcaOnlyBOOLfalselock product type to MCA; hide product selectors (§11)
partners.operatingModeENUMDIRECT_FUNDER | BROKERAGE | HYBRID (default HYBRID): reshapes pipeline/nav/wording to the tenant's business
partners.referralsEnabledBOOLtrueshow the ISO Reps tab + rep commission splits
renewal.eligibility.minDaysNUMBERminimum days since funding before a deal is flagged renewal-eligible (Settings → Renewals)
renewal.eligibility.paidDownPctNUMBERpaid-down percentage a funded deal must reach before it is flagged renewal-eligible (Settings → Renewals)
stips.contractGateBOOLtruemandatory stips block sending contracts (e-sign) until completed or waived (owner walkthrough §1)
stips.fundingGateBOOLtruemandatory stips block the FUNDED transition until completed or waived

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Settings reference - Help