Elavon Canada Application FAQ
1. What is the purpose of an Elavon Canada application?
The Elavon Canada application is used to collect necessary information and documentation from businesses seeking merchant services. This information is then reviewed and underwritten to determine approval for services like credit card processing.
2. What are the pre-fill options and how do they work?
Pre-fill options streamline the application process by populating certain fields with existing data:
Lead Pre-fill: This option pulls data from an existing lead, automatically linking the application to the lead and its source.
Existing Application Pre-fill: This option copies data from a previous application, making it efficient for adding multiple locations for a merchant.
Preset Template: This option utilizes a saved template with pre-filled information, saving time on data entry.
You can select multiple pre-fill options, using the number order to prioritize data when overlaps occur.
3. How do I ensure my application is complete and ready for submission?
Complete all required fields: Required fields are highlighted in blue. If left blank or filled incorrectly, they turn red.
Use the Application Assistant: If sections are incomplete, the Application Assistant highlights missing items for easy navigation and completion.
Save periodically: Regularly saving your progress prevents data loss from connection interruptions.
Achieve 100% completion: The application must be 100% complete to proceed with electronic signatures and workflow escalation.
4. What is the process for electronic signature capture?
Generate a Code of Conduct: Every application requires a Code of Conduct for e-signature. Click "Canadian Code of Conduct" and create the document.
Send for Signature: Once the application is 100% complete and the Code of Conduct is added, you can send the application for signature.
Choose Signature Method: Select either "In Person" for immediate signing or "Email" to send an email with a secure signing link.
5. What happens after the application is electronically signed?
Automatic Attachment: The signed application is automatically attached to the application's forms list.
Email Notification: The assigned sales user receives an email notification confirming the signed application.
Status Update: The application status changes from "Out for Signature" to "Signed."
6. How do I submit the application for review and processing?
Submit Application: Click "Submit Application" to send it to the administrative team for initial review.
Admin Review: The reviewer can approve the application or return it to the sales user with notes for revisions.
Send to Processor: Once approved, the reviewer clicks "Send to Processor" to transmit the application data electronically to Elavon's validation system.
7. What happens after the application is sent to the processor?
Verification: You receive a pop-up verification window confirming successful transmission.
Status Change: The application moves from the "Paperwork" folder to the "Submitted" folder.
AWB Assignment: The application is assigned an AWB number, synchronizing records with Elavon for updates.
Approval Update: You will see an approval update within minutes of the approval decision.
8. Where can I find additional support or have questions answered?
You can reach out for assistance by emailing support@fidano.com or using the chat box located in the lower right corner of the website.