Merchant Acquisition

• Online application utilizing DocuSign or sign on a tablet
• Email completed PDF documents with a single click
• Pricing profiles

Deal Tracking

• Real-time notification for pending items

Sub-Agent Management

• Hierarchy in agent’s portfolio reporting
• Customized sub-agent residual calculations
• Sub-agent visibility to accounts and residuals

Residual Reporting

• Portfolio summary
• Month to date portfolio statistics
• Management structure with branch and rep codes
• Top merchants by volume and residuals
• Merchant volume and residual trending graph

Merchant Tracking

• Review batch and monthly processing statements
• Client service notifications
• Open customer service tickets
• Follow Client Service tickets