Go to Applications, select an application, and view the Application Detail.
The Application Detail is created when an application is started and is updated throughout the application process. You will be able to access the Application Detail throughout the account’s lifetime and beyond. Once an application is approved, the Application Detail is also available from the Merchant Detail.
The Application Menu, denoted by an action menu icon, is located across from the Business DBA on the upper right-hand side of the application detail. The options available in the Application Menu may vary throughout the application process. Read about each menu option here.
Application Header Information
The Application ID is a unique number assigned to the application. The Application ID appears in the breadcrumbs at the top of the Application Detail and the URL of the application detail page.
The Business DBA appears in the upper left-hand corner of the application detail. It is generally used to refer to the application. The DBA is also the business name that appears on cardholders' statements.
The Application Status appears under the DBA with a short explanation of the status. The status will change as the application undergoes the application process.
Additional detailed information about the application appears under the Application Status section.
| Field | Description |
|---|---|
| Created | When the application was created (date and time based on your timezone). |
| Merchant ID | A number automatically assigned to the application when the Underwriting Team approves the application; applications that are not yet approved will not have a Merchant ID. |
| Source | Refers to whether the application was created via the Maast Webapp or API. |
| Hierarchy Node | We support a reporting hierarchy for you and your merchants. A hierarchy node is a category (denoted by a name and a number) manually assigned to the application when it is created. |
| Channel | We support targeting applications to a specific vertical. Each channel corresponds to one of those verticals. We may have created one or more channels for you during your Partner configuration. You must select the channel when the application is created. |
| Created By | Name and email of the person who created the application; automatically assigned when the application is created. |
| Sales Rep | Name and email of the sales rep associated with the application; manually selected when created. |
| Copied From | Provides a link to the application that this application was copied from; only appears on copied applications. |
Application Notes are used to keep information with the application. For example, you could create a note with merchant-specific boarding instructions or document how two applications are related. We may also generate notes as the application moves through the application process.
Boarding Activity Section
Boarding Activity is a section that is hidden until the application is submitted. This section shows a detailed flowchart of the boarding process and where the application currently sits in that process.
Clickthrough Agreements Section
Expand this section to view detailed information about clickthrough agreements that have been completed for the application. A description of the details of each clickthrough agreement can be read here.
Application Documents Section
The Application Documents, or "Doc Bucket," allows uploading documents to accompany the application. These documents are requested and reviewed by the Our Underwriting Team. Read more about the documents that will be requested here.
