The platform
One merchant. One record. One workflow.
Each module works on the same merchant record, so partners and your operations team always see the same truth.
Merchant records
- One enduring record per merchant
- Multiple contacts and locations
- Several processing accounts and MIDs
- Voice dictation to create drafts
Structured pricing
- Private and shared pricing templates
- Validation for missing rates and fees
- Exact amounts preserved
- Optional internal pricing review
Onboarding workflow
- Clear stages from submitted to active
- Tasks created automatically per stage
- Stage targets and overdue alerts
- Automatic reminders
Communications
- Partner conversation on each merchant
- Staff-only internal discussion
- Mentions and read markers
- Edit history kept
Documents & requests
- Request documents from partners
- Partners upload and respond
- Ops accepts before closing
- Secure, short-lived download links
Service cases
- Track issues after go-live
- Owners, priority and status
- Linked to the merchant record
- Full activity history
Residuals
- Import and validate statements
- Publish when ready
- Partners see current statements and history
- Original files stored
Reporting
- Submissions by partner
- Time in each stage and to activation
- Workload by employee
- Click through to records, export to CSV
Administration
- Invite-only user management
- Roles for admins, ops and partners
- Data quality checks
- Merge, reassign and archive with audit
See your partner channel run from one place.
A 30-minute walkthrough with sample merchants, pricing and residuals — tailored to how your ISO works.