This addendum is for first-party creditors collecting their own accounts. You follow the same five milestones and the same steps as every client.
If you collect under more than one brand, tell us at kickoff. It affects your branding, your settings, your file setup and where funds settle.
Your compliance team signs off before you launch. Tell us who on your compliance side should join the sessions, or send us your compliance requirements and we will work from those.
Count the bank accounts that will receive consumer payments before kickoff. Each one is part of merchant setup.
The Tratta Onboarding Team