Financial Institution Onboarding

Operational Configuration Form

We're excited to be partnering with your organization. Please complete the form below to help us best serve your account moving forward.

To get started, please provide us with your contact information

• First name *
• Last name *
• Email *
• Company name

1. What date do you plan to go live with Autobooks for your customers?

If Autobooks is already live for your customers enter the date that you launched the solution.

• Launch Date *

2. Who has the final approval on the decision to go live with Autobooks?

If Autobooks is already live for your customers, who gave final approval to launch?

• Approval Contact Name *
• Approval Contact Email *

3. Who should be the Primary administrator at your financial institution for the Autobooks Hub?

Please note, access to the Hub will not be available until Autobooks is enabled within digital banking at your institution. Once enabled, the primary administrator will be able to add additional users (emails that are tied to distribution lists will not be provided access to the Autobooks Hub).

• Autobooks Hub Admin Name *
• Autobooks Hub Admin Email *

4. Who will own the Autobooks product/program at your institution?

• Program Owner Name
• Program Owner Email

5. Please enter the estimated number of businesses that use online banking at your institution

• Number of Businesses *

6. How many users (or number of businesses) do you plan to enable Autobooks for?

• Number of Users (or Businesses) *

7. Who can we contact for merchant onboarding or held payment underwriting inquiries?

Please provide name, title, phone and email address.

• Designated Onboarding & Payment Contact Name
• Designated Onboarding & Payment Contact Phone
• Designated Onboarding & Payment Contact Email *

8. In the rare instance that we have a potential fraudulent transaction and we need to notify you of this account – who are the best contacts to communicate with?

Please provide name, title, phone and email address for a PRIMARY and SECONDARY contact.

• Primary Fraud Detection Contact Name
• Primary Fraud Detection Contact Phone
• Primary Fraud Detection Contact Email *
• Secondary Fraud Detection Contact Name
• Secondary Fraud Detection Contact Phone
• Secondary Fraud Detection Contact Email

9. Who owns your Treasury Management relationships with your commercial customers?

• Treasury Management Contact Name
• Treasury Management Contact Email

10. If a small business reaches out to us with a question about their account, where should we direct them back to at your institution?

Provide name, phone number, and email address.

• Support Contact Name
• Support Contact Phone
• Support Contact Email *

11. Who manages training of your frontline/sales staff?

• Sales/Branch Training Manager Name
• Sales/Branch Training Manager Email *

12. Who should receive our product update email alerts?

Please note, you can always find the latest product updates from Autobooks here: autobooks.co/productupdates.

• Product Updates Contact Name
• Product Updates Contact Email *

13. Who manages your small business facing marketing efforts?

• Marketing Contact Name
• Marketing Contact Email

14. For revenue sharing purposes, who should we send our ACH Authorization form to?

Please note: If your institution leverages Q2 for digital banking you do not need to submit an ACH authorization form and can skip this step.

• Revenue Share Contact Name
• Revenue Share Contact Email

15. Please upload a high resolution version of your institution's logo. Logo specifications:

• Image must be at least 40px high

• SVG or PNG format

• Transparent background

• FI Logo

• Digital Banking Platform (Standardized)