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Overview
Brokermint allows organizations in the United States to pay agents or partners via the automated clearing house (ACH) network. There are three steps required in order to make an ACH payment:
Connect the payment gateway
Connect a bank account
Make an ACH payment
Setting Up ACH How do I connect the Payload gateway? Step 1
From any page, go to the Accounting page, then select the Payment gateways tab. Click Connect gateway and select Payload.
ach_connect_payloadgateway.gif Step 2
You will be redirected to fill out the Payload form. In a form, you’ll be requested to provide:
Funding account information
Most recent bank statements
Business information (including Legal Name, Tax ID, etc.)
Beneficial/Control ownership information
Processing information
The Payload connection form asks for 2 months of bank statements. If your company has no statements to add, validate your account by attaching some bank letters from your business name.
After submitting the form, your Payload gateway integration status will be set as Pending.
ach_payload_pending.png Step 3
When Payload confirms your request, you’ll get an email notification and the PENDING badge will be removed. ach_payload_connected.png
If you have any issues with the Payload gateway integration, please reach out to our support team. Connecting Bank Accounts How can I add my bank account for ACH payments?
From the Users page, select your account and find the Billing > Bank Accounts section on the right tab. Click Add bank account. You will see a window with a bank account connection request template. If needed, edit the email template. Then, click Send request and check your email for further instructions sent from @trfit.com.
ACH_addbankaccount_step1.gif How can I request a user's bank account connection?
The steps are similar to adding your own bank account. Under the SETTINGS section, go to the Users page and select a user’s account. Under the BILLING > BANK ACCOUNTS section click Add bank account. You will see a window with a bank account connection request template. Edit it if needed and click Send request.
ACH_addbankaccount_step1.gif
When a user confirms their bank account connection, you'll receive a notification via email. Paying via ACH How do I make an ACH payment? Step 1
From the Accounting page, go to the Agent ledger tab and select the needed agent profile.
ach_makingpayment_1.png Step 2
From the user’s profile, on the right side of the screen click the Actions button and select the Pay agent option.
ach_pay_agent.gif Step 3
In a pop-up window, enter the Pay from, Amount, and Deposit to data. Then click the Pay button. Step 4
This transaction will appear as Pending in the contact’s Agent ledger. Transactions won’t be valid until approved.
ach_pendingpayment.png
If a transaction fails, you’ll get an email notification. It will also be removed from the ledger. Why can't I see a Pay Agent section?
The Pay agent button is only visible when you have a Payload gateway connected. If you’re having issues with connecting it – please contact your master account admin.