Need to fill out your Merchant Application? Find everything you need to know below!
It is recommended to fill this form out using adobe acrobat.
**This application can be filled out through Ink Signature, DocuSign, Hello Sign & Panda Doc. If you use an e-signature program you will be required to provide the certificate of completion summary page upon submission of the document.**
Ensure that you initial each page of this application.
Let's Get Started!
Processing Agreement Information Summary:
| Merchant Corporate/Legal Name | Input your Legal Business Name |
| Effective Date |
It is recommended to input your start date with Property Vista, when you are ready to invite your tenants to the tenant portal for payment processing your account will be set-up to start collecting your rent payments. |
| Length of Term: Years | Input length of your contract agreement with Property Vista |
| Renewal Date | Input start date of new term |
| Sales Representative | Input the name of your Sales Representative with Property Vista |
You will need to provide the following Required documentation as outlined below. If you have questions or concerns regarding the below listed documents please contact your Customer Success Specialist.
Bank Disclosure:
| Name | Owner/Officer Name |
| Title | Job Title |
| Date | Input date of signing |
| Sign Here | Input Signature |
Business Information:
| Corporate/Legal Name | Input your Legal Business Name |
| Corporate Address to Postal Code | Input your registered business address ** Business mailing address/P.O Box/Corporate Headquarters, if different from registered business address will be accepted** |
| Website (URL) | If your business has a website insert your URL |
| Location # of | Input the # of Office Locations you have (If more than one head office location) |
| Merchant Name (DBA or Trade Name) | Customer Facing Name |
| Business Registration # | Input your business registration number |
| GST/HST# | Input your GST/HST # |
| Location Address (if different from Corporate) to Postal code | Input your actual office location address |
| Ownership to LLC | Select your business type |
| Years in Business | Input how many years you have been in business |
| Years Processing Payments | Input how many years you have been processing payments |
Contact Information:
** Please note the contacts you would like to use for the specific account functions. These contacts can be different from the Owner/Operator**
| Primary Contact | Input First & Last Name of Primary Contact |
| Telephone | Input Telephone Number of Primary Contact |
| Fax | Input Fax Number of Primary Contact |
| Email Address | Input Email Address of Primary Contact |
| Customer Service Contact | Input First & Last Name of Customer Service Contact |
| Telephone | Input Telephone Number of Customer Service Contact |
| Fax | Input Fax Number of Customer Service Contact |
| Email Address | Input Email Address of Customer Service Contact |
| Chargebacks & Disputes Contact | Input First & Last Name of Chargebacks & Disputes Contact |
| Telephone | Input Telephone Number of Chargebacks & Disputes Contact |
| Fax | Input Fax Number of Chargebacks & Disputes Contact |
| Email Address | Input Email Address of Chargebacks & Disputes Contact |
| Reports & Statements Contact | Input First & Last Name of Reports & Statements Contact |
| Telephone | Input Telephone Number of Reports & Statements Contact |
| Fax | Input Fax Number of Reports & Statements Contact |
| Email Address | Input Email Address of Reports & Statements Contact |
Owners/Officers - You may enter 1 or 2 Owners/Officers - Only 1 is required
| Name | Input First & Last name of Owner/Officer |
| Title | Input Title of Owner/Officer |
| % Ownership | Input the % Ownership of Owner/Officer |
| SIN | Input SIN of Owner/Officer |
| Drivers License | Input Drivers License Number of Owner/Officer |
| DOB (MM/DD/YY) | Input Date of Birth (Format - Month/Day/Year) of Owner/Officer |
| Length of Ownership | Input how long Owner/Officer has had Ownership |
| Home Address | Input Home Address of Owner/Officer |
| City | Input City of Owner/Officer |
| Province | Input Province of Owner/Officer |
| Postal Code | Input Postal Code of Owner/Officer |
| Home Telephone Number | Input Home Phone Number of Owner/Officer |
| Cell Phone Number | Input Cell Phone Number of Owner/Officer |
| Email Address | Input Email Address of Owner/Officer |
Card Processing History:
| Has the Merchant or Owners/Principals Ever had a processing agreement terminated by a bank? | Checkmark/Select Yes or No |
| IF yes, Provide reason for Termination | If Yes was selected input reason for previous termination by the bank of a processing agreement |
| Has the Merchant or Owners/Principals ever filed for | Select all options that apply: Business Bankruptcy and/or Personal Bankruptcy |
| IS yes, provide the year | If Yes was selected input the year of Business Bankruptcy or Personal Bankruptcy |
| Have you previously been identified by a Visa/MasterCard risk program? | Checkmark/Select Yes or No |
| IF yes, indicate the month/year | If Yes was selected input the month/year of being identified by the Visa/MasterCard risk program |
| IF yes, indicate the program | If Yes was selected input the program that was the identifier |
Card Type Acceptance
| Average Ticket Amount | Input your Average Rent Amount in one transaction |
| High Ticket Amount | Input your Highest Rent Amount in one transaction |
PCI Information & Site Inspection
| Marchant | Checkmark/Select - Owns or Rents your Business Location |
| Building Type | Checkmark/Select - The building type for your Business Location |
| Approx. Sq. Footage | Checkmark/Select - The approximate square footage of your Business Location |
Settlement & Billing Information
You may use 2 separate accounts below. If 2 banks accounts are used you must provide a VOID cheque for each bank.
| Bank Name for Depository Bank Account | Input Bank Name for attached VOID Cheque |
| Transit # for Depository Bank Account | Input Transit # for attached VOID Cheque |
| Bank Inst for Depository Bank Account | Input Bank Institution for attached VOID Cheque |
| Account # for Depository Bank Account | Input Account number for attached VOID Cheque |
| Bank Name for Fee Bank Account | Input Bank Name for attached VOID Cheque |
| Transit # for Fee Bank Account | Input Transit # for attached VOID Cheque |
| Bank Inst for Fee Bank Account | Input Bank Institution for attached VOID Cheque |
| Account # for Fee Bank Account | Input Account number for attached VOID Cheque |
Merchant Acceptance - Signatures required for Owner/Officer as noted on Page 4 of Application
| Principal #1/2 Signature | Signature of Owner/Officer |
| Title | Title of Owner/Officer |
| Name | Name of Owner/Officer |
| Date | Input Date of Signing |
Visa Debit Consent - Owner/Officer to sign if you would like to accept Visa Debit cards
| I, (Merchants DBA) agree to accept Visa Debit | Input Name & Signature |
Mastercard Debit Consent - Owner/Officer to sign if you would like to accept Visa Debit cards
| I, (Merchants DBA) agree to accept Mastercard Debit | Input Name & Signature |
Continuing Personal Guaranty Provision - Personal Guarantor
* A personal Guarantor may not be required if business financials are provided. If this section is not signed you may be requested to add a person guarantor through application approval process
** If a personal Guarantor is added a credit check will be processed
| Principal #1/2 Signature | Input Personal Guarantors Signature |
| Title | Input Personal Guarantors Title |
| Name | Input Personal Guarantors Name |
| Date | Input date of signing |
Your Merchant Application is now complete. Send completed form to your Customer Success Specialist along with supporting documents.