This step is crucial for ensuring your A2P Verification gets approved and requires you to have an EIN registered along with your business domain.
What You Need To Get Started:
Registered Business with an EIN
Purchased Business email with business domain, i.e. info@loansigngingsystem.com
Ensure all details on business profile settings are configured at match EIN EXACTLY
Watch The Full Demo Tutorial Below
Step by Step Walkthrough
Step 1: Access Business Profile Settings 0:00
Click “Settings” located at the bottom left-hand side of your window.
Navigate to the “Business Profile” page.
Step 2: Verify Business Information Matches EIN 0:20
Ensure that the information on your business profile matches exactly with your EIN.
Important details to verify:
Legal business name
Business type
Industry
Registration
EIN
Authorized representative information.
Step 3: Ensure Legal Business Name Matches EIN 1:17
The legal business name must match exactly as it appears on your EIN (e.g., if it includes 'LLC', it must be included here).
Step 4: Set Up Professional Business Email 1:45
Use an email that has your business domain (e.g., name@yourbusiness.com).
Avoid using personal email domains like gmail.com or outlook.com, as this will cause issues in the verification process.
Step 5: Configure Business Website and Niche 2:57
Ensure your business website is correctly set up.
Select the appropriate business niche (e.g., legal, notary public).
Step 6: Verify Physical Business Address 3:16
Confirm that the physical address matches the EIN information.
You can change this after verification, but it must match for the verification process.
Step 7: Update Business Profile Information 3:39
After confirming all information, hit “Update” to save changes.
Step 8: Input Authorized Representative Information 3:54
Enter your name as the authorized representative.
Use a business email with your domain, not a personal email.
Step 9: Select Business Type and Industry 4:31
Choose the correct business type (e.g., LLC).
Select the industry (e.g., legal) unless registered under a different niche.
Step 10: Enter EIN and Confirm Registration 4:53
Input your EIN, ensuring it is the correct nine-digit number.
Confirm that you are registered in the USA and Canada.
Step 11: Final Review and Update 5:18
Double-check that all information matches exactly with your EIN.
Hit “Update Information” to finalize your setup.
Step 12: Prepare for Next Steps 5:35
Once everything is configured correctly, you are ready to proceed to the next step, which will be covered in the next video.