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ISO Relationships

Partners, not competitors.

Whether you're a lender looking to round out your merchant services offering, an ISO agent with a book already built, or someone just getting started — we've structured programs for each. Pick yours below.

For lenders

Offer more to your existing borrowers.

Every merchant on your book takes card payments. Most of them are overpaying a processor they don't like. We partner with banks, credit unions, and alternative lenders to offer processing as a value-add — deepening the relationship, unlocking revenue share, and giving you one more reason a borrower never leaves.

01 / REVENUE SHARE

Recurring revenue on every account

Get paid on every processing account you refer — for as long as that merchant stays with us. No one-time bounty, no expiration. The revenue stacks month after month.

  • Residual income — paid monthly on net processing volume
  • Transparent reporting — you see every account, every transaction, every payout
  • Portfolio survives — your residuals continue even if a referral becomes autonomous
02 / CUSTOMER RETENTION

Fewer borrowers leave for competitors

A lender that only does lending is replaceable. A lender that also handles processing, payments, and AI-powered reconciliation is woven into the operations — much harder to walk away from.

  • Stickier relationships — processing is a daily touch, lending is quarterly at best
  • Better underwriting signal — real-time processing data informs your credit decisions
  • Cross-sell paths — merchants using both services upgrade, expand, and refer more
03 / WHITE-LABEL OPTIONS

Your brand, our engine

For larger institutions, we offer white-label options. Your borrowers see your name and logo throughout the processing experience — from the merchant application to the statement format to the AI dashboard.

  • Co-branded or fully white-label — pick the depth of integration that fits
  • Custom merchant portal — your colors, your logo, your support number
  • API access — integrate processing data directly into your loan platform
04 / SUPPORT STACK

We handle the complexity

You don't need to become a payments company. Your team refers, we do the rest — underwriting, onboarding, hardware, ongoing support, PCI compliance, chargeback management. All the processing-specific expertise lives with us.

  • Dedicated relationship manager — a named human, not a ticket queue
  • Co-marketing support — templates, emails, landing pages for your team to use
  • Quarterly business review — we show you the revenue, flag opportunities, adjust the approach
How it works

From referral to residual, simply.

No complicated partnership agreement, no minimum commitments, no exclusivity clauses. Start with one referral and see how it goes.

01 / AGREEMENT

Sign MOU

A two-page partnership agreement. No exclusivity. Exit anytime with 30 days notice.

02 / ONBOARD

Train your team

A 60-minute call. We show your team how to identify candidates and hand them off.

03 / REFER

Send a warm intro

One email or one quick call. We take it from there — audit, proposal, onboarding.

04 / EARN

Collect residuals

First residual hits 60-90 days after the referral starts processing. Monthly from there.

For established ISOs

A better processor to place business with.

You've built your book the hard way. You know which processors pay residuals on time and which ones get creative with the math. You know which ones your merchants call you about in frustration. Add us to your rotation and give the merchants who need us an option that actually works for them — and for you.

01 / COMPETITIVE SPLITS

Top-tier residual splits

We pay residual splits that compete with anyone in the industry — and we pay them on time, every month, without games on how interchange pass-through gets calculated. Exact percentages depend on volume and structure, and we're upfront about them in your first conversation.

  • Interchange-plus transparency — residuals calculated on gross margin, not after creative deductions
  • Monthly payments — consistent schedule, auto-deposited, detailed reporting
  • No clawbacks — we don't pull back residuals for merchant churn outside your control
02 / FREE EQUIPMENT

Free terminal programs

Need to close a deal where the merchant is pushing back on hardware cost? We have free terminal placement programs for qualified accounts — so you can remove that objection entirely.

  • Free countertop terminals — for qualifying merchants with steady volume
  • Subsidized POS systems — reduced price on full-featured handheld POS
  • Free gateway & virtual terminal — for every merchant, regardless of volume
03 / AI DIFFERENTIATION

Close more deals with the AI layer

Your competitors pitch rates. You pitch rates plus fraud scoring, chargeback prediction, and auto-reconciliation. The AI features aren't an add-on charge — they're included with every account — so you can close accounts that your competitors can't.

  • Differentiated pitch — features most processors don't offer at any price
  • Sticky accounts — merchants using AI features are 3× less likely to churn
  • Higher ticket sizes — you can target larger merchants because the value prop scales
04 / BACK OFFICE

Your book, managed for you

Underwriting, boarding, merchant support, chargebacks, PCI, statements — all handled on our side. Your job stays focused on sales. No merchant calls you at 11pm because the terminal won't boot.

  • Dedicated ISO support — separate support line for agents, bypasses merchant queue
  • Real-time portfolio view — see every merchant, every transaction, every residual in one place
  • Merchant-facing white-label option — if you want your brand forward, we can do that too
What we're looking for

Partners who bring quality merchants.

We're intentionally selective about who we sign ISO agreements with. The agents who do best with us share a few traits.

PROFILE

The right fit

We work best with agents who:

  • Know their merchants — quality of book matters more than size
  • Value transparency — you don't want to play games with your merchants either
  • Work interchange-plus — or are willing to switch from tiered pricing
  • Care about retention — not just the close, but the 24-month retention rate
VOLUMES

Typical agent profile

No hard minimums, but a realistic picture of who tends to thrive:

  • Monthly boarding — 3+ new merchants per month
  • Average merchant volume — $25k/mo+ processing
  • Existing book — 20+ active merchants with another processor
  • Retention focus — most of your current book renewed at year one
For new agents

Build a book from zero.

Most ISOs you could sign with assume you already have experience, an existing pipeline, or capital to float you through the early months. We work with agents starting from scratch — because the payments industry needs more good people, and the only way to get them is to help them succeed from day one.

01 / TRAINING

Real training, not a PDF

Our onboarding program teaches you what actually matters: how to read a merchant statement, how to spot overpayment, how to structure a conversation, how to close without pressuring, and how to manage the accounts you sign.

  • Structured curriculum — weekly modules covering sales, product, compliance
  • Shadow sessions — listen in on calls our experienced team runs, learn how it's done
  • Ongoing coaching — biweekly 1:1s with a seasoned agent until you're independent
  • Technical resources — statement audit templates, pricing calculators, objection scripts
02 / LEADS & TOOLS

A real starting pipeline

You won't be handed a magic list of pre-qualified leads — that's not how this industry works. But you won't be starting from dialing random businesses either. We equip you with tools and structured outreach that generate real conversations from day one.

  • Outreach templates — email, LinkedIn, and cold call scripts that actually convert
  • Statement analyzer — our AI-powered tool that finds overpayment fast
  • CRM access — we provide the software you need to run a pipeline
  • Territory guidance — help identifying which industries and regions to target first
03 / SUPPORT

Someone in your corner

Starting a 1099 career in payments is lonely. You're selling a product you're still learning, you're competing with agents who've been doing this for a decade, and every "no" makes you wonder if you picked the right thing. We build support structures so you don't have to figure it out alone.

  • Dedicated mentor — a senior agent assigned to your success, not just your paperwork
  • Team Slack — other agents in your shoes, sharing wins and troubleshooting together
  • Deal desk — bring us a tricky merchant, we'll help you structure and close
  • No quota pressure — you work at your pace; we just want you to build something real
04 / ECONOMICS

Transparent compensation

You'll know exactly what you earn per account, how residuals are calculated, and when you get paid — before you sign anything. No fuzzy "up to" numbers. No fine print that devalues your book after the fact.

  • Residual splits stated upfront — no surprises on your first statement
  • Book ownership — your accounts are yours; portable, transferable, inheritable
  • Monthly payments — reliable, on-time, with clear reporting
  • Growth bonuses — additional incentives as you hit volume milestones
Path to independence

From day one to your first six figures.

Building a book takes time — there's no shortcut, and anyone who tells you otherwise is selling something. Here's a realistic path.

MONTHS 1-2

Learn the craft

Training, shadowing, first outreach. Understand the product inside out before you pitch it.

MONTHS 3-6

First accounts

First close, first residual check. Usually 2-4 accounts. This is where most quit — don't.

MONTHS 7-12

Book builds

Pipeline compounds. Most agents see 10-15 active accounts by month 12 if they stay consistent.

YEAR 2+

Compounding

Residuals become meaningful. Referrals accelerate. The hard year is year one.

Let's talk

Ready to partner?

Every partnership starts with a short conversation — 20 minutes to understand what you're looking for, whether we're a fit, and what the economics would realistically look like. No pressure, no sales pitch disguised as a discovery call.