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Merchant: Bank Program FAQ

This FAQ will consolidate the most common questions about bank-issued finance programs into one place.

What is a Bank Program, and how is it different from a standard purchasing finance program?

A Bank Program is a financing solution where a UGA funding partner or bank provides the funds for approved customer purchases, allowing merchants to offer financing options without using their own capital. In a standard purchasing finance program, the financing is typically provided directly by a lender or finance company. For merchants, the customer experience is similar in both cases, but a Bank Program may offer access to additional funding capacity, competitive financing options, and bank-backed lending infrastructure. Depending on the program, customers may be required to become members of a participating credit union or financial institution and may need to complete a membership application as part of the financing process. The specific financing terms, approval criteria, and program requirements can vary depending on the bank, credit union, or lending partner involved.

Do bank-program contracts behave differently for modifications, returns, or servicing?

_NEED TO UPDATE_Note: the Contract Modifications guide already references contract-type eligibility for decreases (for example, certain bank-issued contract types). This answer should reconcile with that guide so the rules match in both places.

Who do I contact with bank-program questions?

For questions specific to a Bank Program, contact your Client Success Manager or the Client Success Team, who can route program-specific questions appropriately. See Help & Contacts.
  • Contracts & Modifications FAQ
  • Credit, Approval & Verification FAQ
  • Guide for Merchants
  • Help & Contacts