Settings
Configure catalogs, automation, integrations, and company-wide preferences.
Business rules 4
Capital & feesProfit split, management fee, bank-fee allocation, and default-surcharge rules.PartnersDeal-source channels — enable referrals and the ISO/broker portal.RenewalsWhen a funded deal becomes a renewal opportunity — paid-down and age thresholds.AlertsWhich roles each event notifies (bounces, renewals, stips, offers).
Branding & communication 12
BrandingCompany display name, logo, and accent color.AppearanceThemes — colour, type, corners, spacing and density.EmailOutbound sender identity (from name/address, reply-to).Email domainsAuthenticate your sending domain (SPF/DKIM/DMARC).MailboxesConnect Microsoft 365 mailboxes for application intake and replies.Email templatesCategorized [token] email library for ISOs, merchants, funders & more.Email stylesColors and logo applied to every templated email.Document templatesApplications, contracts, letters, payment docs (merge tokens).E-signatureConsent wording, signing window, reminders, and the company's signing certificate.Contracts & early payoffEarly-payoff discount bands; whether contracts need a specified percentage before they go out.StatementsAutomated merchant-statement cadences (monthly, weekly, or on event).AnnouncementsInternal broadcasts targeted to roles.
Automation 4
Intake triageHealth-rating rules for submissions: states, time in business, industries, prior declines; let the rules act.Workflow automationAssignment rules, status automation, templates, scheduled emails.WebhooksOutbound endpoints with signed delivery.Scheduled jobsBullMQ queues - status, schedules, manual run.
Data & access 5
Import / migrate dataMove merchants, deals, payments & more from OrgMeter, LENS and other systems via CSV.Export dataDownload the full book as one organized ZIP of CSVs — re-importable here, readable anywhere.Fees on the ledgerConvert wire and application fees still held only in a deal's legacy columns into typed payment rows.IntegrationsEnable connectors (e-sign, banking, payments, CRM…) for automation.API keysPer-tenant keys for the public REST API.
Reference catalogs editable lookup tables behind the dropdowns
Company settings every key, grouped and searchable
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You don’t have permission to edit company settings.
Ask a workspace admin if you need access.