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What To Look For In An ISO Provider Part 2: Comprehensive On-Demand Agent Portal

One of the most essential things to look for when selecting a provider is the information portal ISOs like yourself can access anytime online that contains all the information you need on a daily basis. Many providers today have nothing more than a simple database with minimal information.

To optimize your sales efforts, you need a partner who offers a comprehensive on-demand agent portal. For example, we provide our ISOs and direct sales reps with access to a proprietary ISO Agent portal where you can:

– Schedule daily appointments

– Track and manage submitted deals from stage 1 to activation

– Review commission breakdown in detail

– Access all training material / documents

– Receive a detailed breakdown of residual report

– Keep track of sales reps performance from month to month

Much more than a Customer Relationship Management (CRM) tool, the ideal agent portal should also be able to:

– Submit merchant applications online to expedite customers through the approval process

– Provide batch reporting on a daily basis

– Flag alerts to customer service issues