You asked and we listened. Thanks to your feedback, our new Partner Portal keeps getting better and we're just getting started. Log in to utilize this new tool today. – Danny Schard |
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| Thank you for your feedback on the new Partner Portal! | Your feedback has helped us make over 75 enhancements. | |
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Great news: We've made a number of enhancements and bug fixes to our new Sales Partner Portal based on feedback provided by our Pilot Program participants! These include... |
Live: | | Underwriting workflow notes added! No need to search your emails anymore! | | A complete history of your merchants support tickets is now available in Merchants. | | User roles now available! Create users with full or light access. | | Month-to-date, 30, and 90 day processing volume snapshot has been added to Merchants. | | Acount status is now color coded in Merchants. | | Enhanced training video library in Tools. | | IRSTIN and PCI statuses now availble in Merchants. | | Simplified layout with no horizontal scrolling in Merchants. | | One-click tracking in the Deployments Dashboard tile. (soon to be added to the Deployments tab) | | Sub agent listing with production and contact info in Users. | | Residual reports are now available as both PDFs and CSVs in Portfolio. | | Easily find sub agents by name and agent ID with a new Finder tool in Your Accounts. |
| Coming soon: | | | | Predictive MCC and custom monthly/high ticket entry. No more dropdowns! | Easily and quickly upload applications and pending documents, no more fax or email! | Merchant supply ordering interface. | | | | Send statements directly from the portal. | Quickly identify any merchants with reserve holds with a new Risk Report. | Processing breakdown by device for merchants with multiple terminals. |
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Have new feedback or suggestions you'd like to provide? |
Questions about our new Partner Portal? Contact your Partner Relations Advisor at 844-334-9625. |
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