Credit card sales are already booming! Please see the following information for
credit card options.
We are excited to announce the latest enhancements to the Money Merge Account® program: On February 6th, UFirst began accepting
credit cards as payment in full for the Money Merge Account Pro and Express programs ($3,500 or $1,795, respectively) for U.S. clients.
On February 23rd, UFirst will begin accepting credit cards as payment in full for both programs for Canadian clients. On March 16th, we will
begin the second phase that offers online activation for the entire sign up process. These milestone achievements will provide our sales
force with more tools to allow more clients than ever to benefit from the program.
During phase one, credit card sales will be completed using the following process:
1. You will run an analysis from your replicated sites, print paperwork and process it as usual except that you won’t include a check.
2. You will provide an online link to your client from your replicated site where they can submit their credit card payment using the UFirst
Shopping Cart. We will accept four major credit cards: Visa, MasterCard, American Express and Discover.
3. You will submit your client’s activation paperwork as usual.
Phase one will make it easier for your potential clients to pay for the Money Merge Account program and complete their sale.
During phase two, UFirst will completely automate the sales process, letting you and your clients complete every step of the sale online-
whether the client pays by electronic check or credit card. This includes:
- Electronic Form Submission
- Electronic Payment Submission
- Electronic Signatures
Phase two will significantly reduce processing time. This has been one of our goals from the beginning of UFirst. When we first started out,
some Agents waited weeks for clients to set up their line of credit and complete the sale. When phase two is complete, Credit Card
commissions will be paid out upon verification of a complete file and after three-day right of rescission.
For credit card sales, $250 down financing will still be accepted. Commissions will still be paid as payments are received.
Because credit card companies receive a percentage of the cost of the sale, Agent compensation will be adjusted for credit card sales.
Click here for a commission breakdown for sales completed with a credit card.
We are excited for these new developments. If you have further questions, feel free to check www.ufirstupdate.com for more information.
UFirst will continue to update our business processes to help you achieve success.