Screen 4 of 14
Sending your application to underwriting
This screen answers itself in a moment. Nothing is sent anywhere, because this is a walkthrough.
Screen 4 of 14
Congratulations, Horizon City Orthodontics is approved
The merchant account is open and the software is ready to install today.
In real life TRX's underwriting takes about 24 to 48 hours, and we email you the moment it clears.
Approval is instant here because this is a walkthrough, not an application. No account was opened and nothing was sent.
Your merchant account, in plain words
| Practice | Horizon City Orthodontics |
|---|---|
| Doctor | Dr Alex Reyes |
| Merchant account number | 5199 0000 0042 7 MODELLED |
| Where the account sits | NextRev Partnersthe hierarchy at the processor Horizon City Orthodonticsthis practice, the new account |
| Approved on | Today |
The merchant account number above is a mock number written for this walkthrough, and it is not a real account. MODELLED
The merchant account is opened with TRX, and it sits inside NextRev's own hierarchy there, so NextRev sets it up and answers the phone about it.
What an underwriter reviews in real life
- The practice's legal name, its address and its tax identification.
- The owner, in this story Dr Alex Reyes, and proof of who they are.
- The bank account where the practice wants the money deposited.
- An estimate of how much the practice takes on cards in a month.
None of that was collected on this screen. Nothing here was submitted to anyone.
What happens next
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Download and install
Download the installer on the front desk computer and run it.
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Sign in with the practice's own Ortho2 login
The software asks for the practice's own Ortho2 login, the same one the front desk uses every day.
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Take the first payment
Take the first payment at the desk and watch the receipt land back in Ortho2.