Getting started

From sign-up to your first payment, in three steps.

Create an account, verify your business, and set up a membership. Here is what the application asks for, and what happens after you send it.

Step 1 of 3
Create your account
Your name, work email, mobile number, a password of at least 12 characters, and your part of the industry.
Step 2 of 3
Verify your business
Tell us about the business and the people who own and control it. We review the application.
Step 3 of 3
Set up membership
Once approved, choose a membership and start sending and receiving payments.
Before you start

What the application asks for.

Have these ready. Everything is entered in the app, and it saves as you go.

The business

  • Legal name, and the name you trade under if it differs
  • EIN and entity type
  • Industry (NAICS code) and a one-line description
  • Business address, phone, and email

The people behind it

  • Up to four representatives
  • At least one controller, who runs the business
  • Every owner with 25% or more, and their share
  • For each: name, title, contact details, date of birth, SSN, and home address

Documents, only if asked

Most applications need none. If the review needs one, the app asks for it before approval.

The application

Four steps, one page each.

Save and exit at any step and pick up where you left off. The last step shows everything you entered before you send it.

  • Account

    Email and password.

  • Business info

    The legal entity and its address.

  • Representatives

    Owners and controllers, up to four.

  • Review & submit

    Check everything, accept the terms, and send it.

The BuiltXP application's review step for an electrical contractor: business details, one representative who owns 100%, and the terms to accept
After you submit

We review it, then you set up membership.

If the review needs a document, the app asks for it. Otherwise the next step is choosing a membership.

  • Review

    We verify the business and its representatives with our banking partners.

  • An email when it’s done

    You don’t need to keep the page open.

  • Membership

    Once approved, choose a plan and start sending and receiving payments.

See membership plans
The BuiltXP verification-in-progress screen with a Set up membership button
Create your account

Start your application.

No hidden fees. No long-term commitments.

Captured live from the BuiltXP app — real server data, no mockups. Start free or book a walkthrough.