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
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.

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?

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

Please note, the primary administrator will be able to add additional users once they have been enabled. Also, emails that are tied to distribution lists will not be provided access to the Autobooks Hub.

4. Who will own the Autobooks product/program at your institution?
5. Please enter the estimated number of businesses that bank at your institution
6. Who can we contact for merchant onboarding or held payment underwriting inquires?

Please provide name, title, phone and email address. 


7. 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.

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

10. Who manages training of your frontline/sales staff?
11. Who should receive our product update email alerts?

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

12. Who manages your small business facing marketing efforts?
13. For revenue sharing purposes, who should we send our ACH Authorization form to?
14. 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