financial vendor support
This information is for financial services vendors registering in Vendormate VISION or Bankvendor.com. Here you'll find answers to the most common questions about registration and using the application. You may also contact our Financial Vendor Support team by submitting a support case.
Vendormate Support operates Monday through Friday from 9:00 am to 5:00 pm eastern time.
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Vendormate provides each customer partner a customized web portal for its vendors.
Please search our list of customers by name or by state that utilize Vendormate for credentialing services.
- Registrations
- Why registration is required
- Registration process
- Completing the first registration
- Registering at multiple customers
- Password issues
- Inviting a coworker to register
- Finalizing a registration
- Documents
- Documents to collect for compliance
- My document was rejected
- Faxing in documents
- How do I upload documents?
- Payment
- Payments that did not occur
- "Vendormate" credit card charges
- Renewal fees that are different
- Cancelling a subscription
- Vendor services
- Discounts for multiple registrations
- Can I pay one fee for all Vendormate financial institutions?
- Information updates
- Rep leaving a company
- Rep dropping a service location
FAQ: Why do I have to register?
Your customers want to collect, verify, and monitor certain information about you to help them make better business decisions.
Each customer's decision process is different, so specific questions regarding why you are being asked to register should be directed to your customer contact. Many customers explain their logic in an "Executive Vendor Notice Statement" on the new user registration page of their Vendormate site.
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FAQ: How do I register?
You can register directly with Bankvendor.com and share your information with all participating banks. Alternatively, a financial instituation may have asked you to register at its unique site. If so, contact your customer institution for the unique URL for that site.
Please also see our registration tutorial which describes the steps and information necessary to register.More Options:
FAQ: What documents are required?
Because the documents required depend on your relationship with each of our customers, we cannot tell you in advance what you need to provide.
Log into the vendor website and update the information under "Change Your Business Relationship." The Required Documents tab that will show what documents you need to upload. Please make sure that you have uploaded all of the required documents.
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FAQ: How do I upload documents?
- Scan and store an electronic image of your document on your computer.
- Log in to the vendor portal using your registered email address and password.
- In the Update Your Information section, select "Documents and Certifications."
- Find the appropriate document and select "Begin Action."
- Select "Browse." A "Choose File" window will open. Locate your document in that window, and select "save."
- Select "Save and Continue" on the Document Repository window, and you're done.
Also see How to Upload Documents Tutorial for details about uploading.
If you can't create an electronic version of your document, then fax the document to us with a system-generated personalized cover page. We will scan the faxed document and automatically add it to your registration. To obtain a personalized fax cover page:
- Log in to the vendor portal using your registered email address and password.
- In the Update Your Information section, select "Documents and Certifications.".
- Find the appropriate document and select "Begin Action."
- In the Document Information section, select the "cover page" link. A personalized fax cover page will open. Use the print function of your browser to print the fax cover page.
Also see How to Fax Documents Tutorial for details about uploading.
Documents will be checked for accuracy and appropriateness.
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FAQ: What if I forgot or never received my password?
First, check your spam folder. Your password confirmation may have been directed there.
If your password isn't in your spam folder, use the "Forgot your password?" link on the log-in page. This will automatically email you a new temporary password. Log into the system with your temporary password. For your protection, do not copy and paste this password; type your password physically to avoid an error message. Your password is case sensitive. Once you log in, you will be prompted to change your password.
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Get more support: Why registration is required
Your customers want to collect, verify, and monitor certain information about you to help them make better business decisions.
Each customer's decision process is different, so specific questions regarding why you are being asked to register should be directed to your customer contact. Many customers explain their logic in an "Executive Vendor Notice" on the New User registration page of their Vendormate site.
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Get more support: Registration process
You can register directly with Bankvendor.com and share your information with all participating banks. Alternatively, a financial instituation may have asked you to register at its unique site. If so, contact your customer institution for the unique URL for that site.
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Get more support: Completing the first registration
The vendor program has specific requirements set by your customer. Please see our registration tutorial which details what information is necessary to register and the steps to complete the registration.
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Get more support: Registering at multiple customers
The same username and password will be used across all customers that use Vendormate for credentialing services; however, each vendor program has specific requirements and policy acknowledgements set by each of your customers. This requires that you complete a registration at each location.
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Get more support: Payments that did not occur
Most often we see that the credit card being used is experiencing an issue with the credit card itself, and not the payment system. Please contact your credit card issuer and ask why your card is experiencing a problem. If you continue to have problems and it is not due to your credit card, please let us know.
If you are not sure who authorized charges or have further questions about a charge on your card, submit a support case.
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Get more support: "Vendormate" credit-card charges
Vendormate provides vendor credentialing and compliance monitoring solutions for the health care, financial, and retail industries. A credentialing fee is charged to the vendors for this service. Your company has registered with one of these institutions and your credit card was used to make the payment.
If you did not complete this registration it is likely that it was completed by someone else at your company. (e.g., an employee may complete a registration with his/her manager's credit card.)
If you are not sure who authorized charges on your card or have other payment questions, submit a support case.
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Get more support: Renewal fees that are different
Various factors could have resulted in your yearly company payment turning out differently. For example, in the past you may not have been doing business with that customer, while today you are an active vendor or are now providing the customer additional products/services.
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Get more support: Documents to collect for compliance
Because the documents required depend on your relationship with each of our customers, we cannot tell you in advance what you need to provide.
Log into your customer's vendor portal, and click the "Change Your Business Relationship" link to update your information as neeeded. After you have updated the information, the tabs in the Document Repository will indicate which documents you need to upload.
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Get more support: Finalizing a registration
Please log into your customer's vendor portal, and pay special attention to the red links, as these are areas that require more information to complete your registration. If there are no red links, there is no action needed on your part; your registration is complete and you have satisfied all requirements at this time.
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Get more support: Faxing in documents
Please print and use the fax coversheet found on the upload page within your customer's vendor portal. Please fill out all information, and use one fax coversheet per document that you are sending. Then fax your documents to the number indicated on the coversheet.
We will scan the faxed document and automatically add it to your profile. Documents will be checked for accuracy and appropriateness.
Also see How to Fax Documents Tutorial for details about uploading.
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Get more support: Discounts for multiple registrations
We do have corporate purchase plans that offer significant savings and simplify the registration process. To ensure we send the most relevant information to you, please submit a request and answer the following questions:
- Does your company sell to financial institutions across the country or are you focused regionally or statewide?
- How many representatives in your company access or manage business relationships with your customers?
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Get more support: Can I pay one fee for all Vendormate financial institutions?
Your company may choose a corporate purchase plan that offers significant savings and simplifies the registration process. To ensure we send the most relevant information to you, please submit a request and answer the following questions:
- Does your company sell to financial institutions across the country or are you focused regionally or statewide?
- How many representatives in your company access or manage business relationships with your customers?
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Get more support: Password issue
First, check your spam folder. You may have received a password confirmation that was directed there.
If you have checked your spam folder and do not have a password email there, please use the "Forgot your password?" link on the log-in page of your customer's vendor portal. This link will automatically email you a new temporary password. (Due to mail server traffic, please wait 5 mins for email delivery.)
Please do not copy and paste this password; type your password physically to avoid an error message.
Your password is case sensitive. After you log in, you will be prompted to change your password. Please be sure to add the vendormate.com domain to your spam settings so this email is not directed to your spam folder.
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Get more support: Inviting a coworker to register
A registered representative with the same Tax ID has the option to invite others to register at no additional cost. You may do so by logging in to your customer's vendor portal and selecting the "Invite Company Representative" link on the left side of the page.
You will need to enter the to-be-invited representative's name and business email address. Inform the invitee that he/she will receive an email from vendormate.com (and to watch the spam folder) with a temporary password to the site. The invited representative can then log in and complete the registration.
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Get more support: Rep leaving a company
Our Vendor Support team can remove your profile from this company registration. Please submit a support case.
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Get more support: Rep dropping a location
Our Vendor Support team can remove your registration from this location. Please submit a support case.
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Get more support: Cancelling a subscription
If you no longer have a relationship with your customer, please submit a case to cancel your subscription.
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Get more support: My document was rejected
Your document was rejected as it did not meet criteria set by your customer. If you would like us to review the rejection, please submit a case to our Vendor Research team.
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