Becoming a BFS Partner
Getting Started in the BFS Partner Portal
- What is the BFS Partner Portal?
- How do I access the BFS Partner Portal for the first time?
- How do I navigate the dashboard in the BFS Partner Portal?
- How do I create new users under my BFS Partner Portal account?
- Does the BFS Partner Portal support user roles and team collaboration?
- How do I search for an application in the BFS Partner Portal?
Common Questions
- How do I reset my BFS Partner Portal password?
- How do I contact my Partner Manager?
- Where do I send comments, questions and general feedback about the BFS Partner Portal?
- Where do I locate commission information in the BFS Partner Portal?
- What are your Customer Support hours?
- How do I update my company information?
Managing Applications
- How do I view or upload pending documents / stips in the BFS Partner Portal?
- How do I view and select offers in the BFS Partner Portal?
- How do I view the contract that was sent to a merchant?
- How do I know if a contract has been sent to the merchant?
- How do I confirm if a merchant has been funded?
- How do I submit a new financing application in the BFS Partner Portal?
Work Queue Statuses
- What does Application Received mean?
- What does Application Incomplete mean?
- What does Credit Review mean?
- What does Underwriting mean?
- What does Offer Sent mean?
- What does Offer Received mean?
Automated Bank Enrollment
- What is the ''Request bank details'' button?
- What is Plaid?
- Is Plaid secure?
- What does the merchant have to do to sync their bank accounts?
- How do I invite a merchant to automatically enroll their bank account?
- What if my merchant decides they do not want to link their bank account after the enrollment email has been sent?