We’re opening a new location. How do we get it set up with UGA Finance?
New-location setup is handled by the Client Success Team. Contact your Client Success Manager (or the Client Success Team) to begin, and they’ll coordinate the configuration for the new location. Once a location is set up, it’s assigned its own five-character location code, which is used to start applications for that location in the Apply Interface. For adding the location to specific users, see the Account Location Setup and User Management guides (links once published).As a new merchant, what information will I need to complete the merchant application?
Organizational Structure of the business - information such as Merchant’s legal name, D.B.A., General contact information, Operating location(s), Date established, State of incorporation, Federal Tax ID. Ownership Structure for all owners of the business - information such as Owner name(s), Last 4 digits of SSN, Ownership %. Products or Services Information - A brief description of product or services, Initial delivery time for the Product or Service, Methods of sale, Cancellation/Refund Policy, Previous 12-month cancellation rate, Projected number of contract submissions, average cost for financed services. Current Finance Program - Is there a current finance program?, Current accounts receivable, Dollar amount of bad debt. Legal/Financial Questions - Are regular financial statements prepared by a third party? Has there been a change in ownership within the last 2 years? Has your company ever been involved in any litigation, or is there any pending litigation or investigation? Has your company or any of its owners ever been the subject of a complaint or investigation filed by a state or federal agency? List all other companies/entities, owned by any of the principles over the past 5 years.As a new merchant, why do I have more than one program?
Merchants are often configured with more than one Finance Program (for example, different program types such as purchasing versus servicing, or different promotional structures), which can appear as separate application paths in uPortal360. This setup provides flexibility by allowing a merchant to support multiple financing options, products, or business needs under the same account. Each program may have its own eligibility requirements, financing terms, promotional offers, or operational purpose. As a result, applicants may be directed to different application experiences depending on the program that best fits their transaction or financing request. Seeing multiple programs in uPortal360 is normal and does not indicate a duplicate account. Instead, it reflects the different financing programs available to your business and ensures that customers and transactions are routed through the appropriate financing solution. If you are unsure which application or program to use, consult your onboarding documentation or contact your program administrator for guidance.How does a representative start an application for a location?
In the Apply interface, this option is available under Program. Select the location the consumer is applying from. If the merchant is based exclusively in a single location, only that location will be displayed as an available option. Users who are associated with multiple locations may see additional selections reflecting those locations.Related articles
- Account Location Setup (guide)
- User Management (guide)
- Portal Pins (guide)
- Guide for Merchants
- Help & Contacts