***Article is for Beta Launch of EZK***

We're excited to have you be apart of EZ Knock! Follow the instructions below to sign up and on board as a Seller with EZ Knock.

Sign Up

1. Go to https://dev.ezknock.app/

2. You have multiple options for sign up. You can sign up via Facebook, Google, Linkedin, or email. Click Sign Up in the top right corner if you wish to sign up with an email other than Gmail.

3. If choosing another method to log in, log in with those credentials to proceed with the sign-up process. If choosing another email, you will be taken to a screen to enter in your information

4. You will be asked to verify your email as part of the MFA (multi-factor authentication) process. You will receive a link to click or you can copy and paste the URL into your browser to confirm your email. **If you open the email on a different device other than the one you started the sign-up process on, you will have to log into your account.

Example of the email verification you will receive.

5. Once your email has been confirmed, you will be asked to verify your phone number. If you do not receive the code you do have options to resend, or receive a phone call with a code.

6. Once code is confirmed you will be able to proceed to EZ Knock. On the next page, click “Yes Sign Me Up” to proceed with your sign-up process.

7. You will see a new screen with additional informational fields that need to be completed. Please complete and click “Continue Sign-up" to proceed.

After you have completed this screen you will be taken to the onboarding process to complete your profile.

On Boarding

This section will briefly go through each of the menu items for the On Boarding process. You can jump to a menu item below:

Personal | Coverage | Driver's License | Vehicles | Associations | Bank Details | Preferences | Qualifications | Documents

Each of the menu items can be seen on the right side of your web page.

Personal

Some information like your Mobile Number, DOB, SSN/EIN, and address are already pre-entered from your initial sign up. To complete this section, be sure to fill in any other missing information you wish to add. Click "Save & Continue to Coverage" when done to proceed to the next step.

Required in this section: In addition to the fields marked with an asterisk(*), a Profile Photo is required. Please ensure the Photo you choose is appropriate and of yourself (i.e. no landscapes, quotes, pets etc.)

EZ Knock Tip 💡 : Filling out the Bio to share your work experience and a little about yourself helps Buyers get to know you. Please remember to keep your Bio professional!

Coverage

Coverage is where you will add the zip codes in which you wish to receive or see orders in. You can choose zip codes from multiple states. You will also be prompted to set your price for the zip codes you are adding. You may see an "Average Seller Price in XX" , which is the average price sellers in your state are setting their zip codes at. This is informational and you are not obligated to set your prices at the same rate, but can help you determine your prices for certain order types. When you are done adding your zip codes, if you want to edit the price you have entered, you can hover over the price and click to edit. You can remove a zip code by clicking the small "X" in each zip code's box. Click "Continue to Driver's License" when done to proceed to the next step.

Required in this section: If you do not add coverage you will not be able to see available orders or be considered for other order types.

EZ Knock Tip 💡 : You can use the "City" drop down feature when adding zip codes to see zip codes in that city only.

Driver's License

In this section you will enter in your Driver's License information and upload a photo or scan of your Driver's License. Click "Save & Continue to Vehicles" when done to proceed to the next step.

Required in this section: Driver's License is required. If you are unable to upload a photo or scan of your Driver's License at the time of sign-up you can do so later, but you will not be able to proceed with orders until your Driver's License is uploaded and approved.

EZ Knock Tip 💡 : Make sure the copy of your Driver's License is readable and clear.

Vehicles

You have to get around somehow, right? In this section you can add the vehicle(s) you commonly drive while process serving. Click "Continue to Associations" when done to proceed to the next step.

Required in this section: Adding a vehicle is not required, but encouraged.

EZ Knock Tip 💡 : Not sure the model of your vehicle? You can usually find this information on your car insurance card.

Associations

Here you can add all the associations you are apart of for process serving. Click "Continue to Bank Details" when done to proceed to the next step.

Required in this section: Adding an association is not required.

EZ Knock Tip 💡 : You can add your own association if not listed by typing in your own in the drop down.

Bank Details

Here is where you can see your EZ Knock Seller Wallet balance and set up a bank account or debit card. If adding a Bank Account you have options for Instant Verification by providing your bank log in information, or you can choose the Micro Deposit Verification (this option can take 1-3 business days) . If adding a debit card you will be asked for your card details. With a debit card added you will be able to choose a Push to Debit option later. Click "Continue to Preferences" when done to proceed to the next step.

Required in this section: Adding a funding source is not required, but you will not be able to receive payment for completed orders if you do not add a funding source.

EZ Knock Tip 💡 : Add a Debit Card to have the option for Push to Debit when withdrawing from your EZ Knock Seller Wallet.

Preferences

Have certain days you work? Are you bilingual, trilingual? In Preferences you can add your operational hours, add additional languages you speak, choose how you want to receive urgent messages and more! Turning some of the additional preferences on (Willing to record Audio, and Video) will automatically add and approve those items as Qualifications. Click "Save & Continue to Qualifications" when done to proceed to the next step.

Required in this section: Adding operational hours, languages or additional preferences are not required, but encouraged to help Buyers know more about you.

EZ Knock Tip 💡 : If you want to receive urgent messages in multiple methods, you can choose more than one option!

Qualifications

Qualifications are extremely important to add. They determine what orders you qualify or do not qualify for. Qualifications are put into two categories; Standard Qualifications and Coverage Qualifications. Standard Qualifications are not state or county specific. Coverage Qualifications are state and county specific. Some qualifications require documentation (i.e. Car Insurance). You may see some qualifications already added based on your preferences you chose on the previous screen. Click "Continue to Documents" when done to proceed to the next step.

Required in this section: Adding qualifications is not required, but can limit the jobs you qualify for. You can add or remove qualifications at any time.

EZ Knock Tip 💡 : At the top of your Qualifications screen you may see recommended qualifications bases on your peers who cover the same zip codes.

Documents

Your nearly there! This is the last step in the onboarding process. Any qualifications that require documentation will be listed here. But you can also upload other documents not listed if needed under the "Other" option. You'll notice "Process Server License" is present, this is here in the event a Coverage Qualification requires a process server license. Click the Document name to enter in information and upload your document. Click "Submit & Complete Profile" to finish your on boarding.

Required in this section: Qualifications you chose that are listed under Documents require documentation. Process Server License is not required if your Coverage Qualification does not require it.

EZ Knock Tip 💡 : Be sure that your upload of your document is clear and the correct documentation needed.

🎊 You're finished! 🎊

You will notice your account page has a different look now. You have completed your on-boarding. So, what's next?

• You can still make any changes you need to on any of the profile sections, and upload any missing documentation.

• Your Relationship Manager will review your Pending Qualifications for approval. Qualifications will be reviewed within 2-3 business days.

• If any of your Pending Qualifications get rejected, you can see the rejection note in your Qualifications.

• You may receive communication from your Relationship Manager regarding items needed for your qualifications.

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