KYC checklist on every deal
ID, proof of address, bank details, trading history, articles of association — every document the acquirer needs, ticked off before the application leaves your hands.
Built for the application-to-live gap
Merchant onboarding, from signature to live MID.
The application-to-live gap is where UK merchant deals quietly die. A signed application sits in the acquirer's queue, a document is missing, the terminal slips a week, and the merchant gets cold feet. Closerr is the CRM built to close that gap — KYC checklist on the deal, document capture from the phone, acquirer hand-off tracking and a first-processing confirmation step before the deal is marked live.
What you get out of the box
UK payment consultants, ISO agents and merchant acquiring partners use Closerr to run the boarding workflow without losing applications to missing documents or acquirer queue delays.
Mobile document capture
Snap a passport, utility bill or bank statement on the phone in the meeting. Cropped, named and attached to the merchant record automatically.
Acquirer hand-off tracking
Mark the application submitted, log the acquirer's reference, watch the underwriting clock, and capture any follow-up document requests against the same record.
First-processing confirmation
Deals don't auto-complete on application — they complete on first transaction. Closerr models that gate explicitly so the live merchant book reflects what's actually processing.
Reminder cadence for stalled applications
Missing documents and unanswered acquirer queries trigger reminders on a configurable cadence — the deals that usually slip into oblivion get pulled back into view.
Audit trail for FCA, AML and acquirer reviews
Every document, every contact, every status change is timestamped and exportable. When the acquirer or regulator asks, the evidence is one click away.
Why this matters
Most agencies measure their sales process by deals closed. The smarter measure is deals activated. A signed application that never processes is worse than a deal that never signed — you've burnt the rep's time, the acquirer's underwriting budget and the merchant's trust. Closerr's onboarding workflow is built to push the metric from sign-rate to activate-rate. The companion playbook on the merchant services sales process stage by stage covers the application and live stages in detail — this page is the product side of the same idea. For the underlying CRM, see the CRM for UK merchant services.
Frequently asked questions
What does merchant onboarding CRM software do?
It manages the workflow between a signed merchant application and the first live transaction — collecting KYC documents, submitting the application to the acquirer, tracking underwriting queries, confirming terminal installation, and flagging the deal as live only when the first transaction processes. It exists because that gap is where most signed deals die.
Does Closerr integrate with acquirer onboarding portals?
Closerr models the acquirer hand-off as a tracked transition rather than a direct API integration — each acquirer has its own portal, and the workflow records submission date, reference number, underwriting status and any follow-up document requests against the merchant record. Closerr support helps configure the right capture fields for each acquirer your team works with.
How does mobile document capture work?
Open the deal on the mobile app, tap the document type from the KYC checklist (e.g. proof of address), snap a photo with the phone camera, and Closerr crops, names and attaches it to the merchant record. Compatible with PDF email forwarding for documents the merchant sends ahead of the visit.
Can I see which applications are stalled?
Yes. The onboarding dashboard surfaces every application by acquirer with elapsed days since submission, outstanding document requests and reminder cadence. Anything outside the normal underwriting window flags red so the team can chase before the deal attritions.
Related capabilities
Closerr is one product, many entry points. Explore the parts that match your team.
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