IRIS CRM ISO Management & Merchant Services Blog

Merchant Reporting Integration for Unified Payments ISOs
Featured Article Merchant Reporting Integration for Unified Payments ISOs

IRIS CRM has added yet another reporting integration to automate your portfolio management.  We are thrilled to announce that our Unified Payments reporting integration is now live! For ISOs working with Unified Payments, having reporting data populated directly to your IRIS CRM site is now possible. All you have to do is contact Unified Payments […]

IRIS CRM Welcomes Ashvin Dhawan as Senior VP of Sales IRIS CRM Welcomes Ashvin Dhawan as Senior VP of Sales
Read MoreIRIS CRM Welcomes Ashvin Dhawan as Senior VP of Sales

IRIS CRM is excited to announce our new Senior Vice President of Sales, Ashvin Dhawan. Ashvin is a seasoned sales professional with experience in the merchant services and retail banking industries. Prior to joining IRIS CRM, Ashvin was with Fiserv for over 6 years as a Senior Sales Director. Ashvin began his career with Washington […]

New Feature: Lock Lead Field Editing Permissions By Lead Status New Feature: Lock Lead Field Editing Permissions By Lead Status
Read MoreNew Feature: Lock Lead Field Editing Permissions By Lead Status

IRIS CRM is excited to announce a new feature, Lead Field Editing Permissions Based on Lead Status! Clients have long been able to segment users into user classes to restrict access to leads, merchants, and more, but this still allowed the users to make changes to a lead at any stage of the deal cycle. […]

What Is an ISO in the Payments Industry? What Is an ISO in the Payments Industry?
Read MoreWhat Is an ISO in the Payments Industry?

An independent sales organization, or ISO, is a service provider that markets and resells payment services to merchants on behalf of one or more payment processors. ISOs are an extremely important part of the payment processing ecosystem because they provide services and perform tasks that payment processors and banks can’t do effectively on their own, […]

What Is Underwriting? Everything ISOs Need to Know What Is Underwriting? Everything ISOs Need to Know
Read MoreWhat Is Underwriting? Everything ISOs Need to Know

Underwriting is the process of due diligence and risk analysis that payment processors use to ensure new merchants are trustworthy, capable, and safe to work with. Every time a credit card transaction is processed, financial risk exists, and good underwriting minimizes the chances of that risk causing damage to anyone involved in processing the payment […]

All About Digital Merchant Onboarding All About Digital Merchant Onboarding
Read MoreAll About Digital Merchant Onboarding

The merchant onboarding process is the first exposure an independent sales organization’s (ISO’s) payment processing partners get to a new merchant. It’s an important touch because it launches the underwriting process that determines whether or not working with the new merchant is worth the risk. Payment processors aren’t desperate, and they can afford to be […]

Improved TSYS Retail Reporting Integration Improved TSYS Retail Reporting Integration
Read MoreImproved TSYS Retail Reporting Integration

IRIS CRM is proud to share that we have released an improved version of our TSYS Retail Reporting Integration for ISOs and agents. We have updated the deposit reporting logic to utilize the exact transaction and ACH dates to improve the accuracy of the data displayed.  IRIS CRM now automatically reconciles the merchant’s transactions and […]

Compliance Action Required Soon: A2P 10DLC Business SMS Compliance Action Required Soon: A2P 10DLC Business SMS
Read MoreCompliance Action Required Soon: A2P 10DLC Business SMS

With increases to spam messages and robo-calls, changes are being made in the telecommunication industry to regulate how US mobile carriers handle the sending of business-related SMS communications.  The newest standard which affects all senders of SMS is Application-to-Person 10-digit long codes, or A2P 10DLC. A2P DLC is very similar to existing 10-digit phone numbers, […]

What is a PayFac? -- Understanding the Differences with ISOs What is a PayFac? — Understanding the Differences with ISOs
Read MoreWhat is a PayFac? — Understanding the Differences with ISOs

A Payment Facilitator, or PayFac, is a company that provides payment processing services to merchants looking to accept credit and debit cards. PayFacs work under one or more payment processors, operating in a layer of the industry between processors and merchants. They offer merchants a variety of services, including merchant accounts, ongoing support, payment hardware […]

What is an Unregistered ISO? What is an Unregistered ISO?
Read MoreWhat is an Unregistered ISO?

Registered and Unregistered ISOs fill a very important need in the payment processing industry – the need to connect millions of merchants around the globe with a relatively small number of payment processors.  ISOs resell merchant services on behalf of the payment processors so the processors can focus on handling the millions upon millions of […]

Independent Sales Organization Merchant Recruiting Tips Independent Sales Organization Merchant Recruiting Tips
Read MoreIndependent Sales Organization Merchant Recruiting Tips

Competition in the payments industry is fierce, and independent sales organizations looking to rise to the top and maximize growth need to find ways to consistently recruit more, higher-quality merchants than the competition. The following represent three simple, but effective tactics your independent sales organization can use to beat the competition by finding more leads, […]

IRIS CRM Receives SOC 2 Type 2 Certification IRIS CRM Receives SOC 2 Type 2 Certification
Read MoreIRIS CRM Receives SOC 2 Type 2 Certification

IRIS CRM is proud to announce that after a thorough, months-long audit completed by Assure Professional, we have received our SOC 2 Type 2 Certification! Completion of the audit certifies that IRIS CRM meets the security standards established by the AICPA. Merchant services providers using IRIS CRM will benefit from our certification by being able […]

Enhanced E-Signature Experience Enhanced E-Signature Experience
Read MoreEnhanced E-Signature Experience

IRIS CRM is proud to provide an Enhanced E-Signature Experience for both users and merchant signers. Our new enhancements benefit both single-signer and multi-signer e-signature documents.  The new features in this release include: Edits made directly within the e-signature URL will be auto-saved Preview shows the latest version of the document with all changes Separate […]

Best Practices in Merchant Onboarding Best Practices in Merchant Onboarding
Read MoreBest Practices in Merchant Onboarding

Merchant onboarding is one of the most important processes independent sales organizations (ISOs) perform on a daily basis. Onboarding merchants effectively, efficiently, and accurately ensures a reliable underwriting process and maximizes the chances of merchant approval and, in turn, the growth of an ISO’s portfolio. Unfortunately, the traditional merchant onboarding process is slow, cumbersome, error-prone, […]

Deposit & Adjustment API Date Filter Deposits API Date Filter
Read MoreDeposits API Date Filter

We are excited to announce that the IRIS CRM Open Deposits API now includes the ability to report on custom date ranges. Previously, month and year were the only options to select. In your query, you can now set the day for the start of your search as well as the end date.  Check out […]

Search Lead Notes You Can Now Search Lead Notes in IRIS CRM!
Read MoreYou Can Now Search Lead Notes in IRIS CRM!

Lead notes are an important part of tracking information about your leads in IRIS CRM – now you can easily find the note you’re looking for using Lead Note Search! Lead notes track everything from user comments to appointment updates to email activity and much more. Between user and system notes, the number of notes […]

Residual Buyouts 101 - Selling a Portfolio and Maximizing Overall Value Residual Buyouts 101 – Selling a Portfolio and Maximizing Overall Value
Read MoreResidual Buyouts 101 – Selling a Portfolio and Maximizing Overall Value

Residual buyouts are programs in which ISOs or payment processors offer to purchase the residuals portfolios of the companies or agents that work under them. Buyout programs provide processors or ISOs with a fast, efficient way to bolster their own residual portfolios, enabling rapid growth without the need to go out and recruit any new […]

What Are ISO Payments? A Quick Guide What Are ISO Payments? A Quick Guide
Read MoreWhat Are ISO Payments? A Quick Guide

Independent sales organizations (ISOs), also known as MSPs in the Mastercard world, are third parties that act as a bridge between merchants and payment processors (who are themselves often another bridge to the banks that offer merchant accounts.) ISOs partner with multiple payment processors and resell their payment processing services to merchants, along with a […]

New Security Feature: E-Signature IP Address Reporting New Security Feature: E-Signature IP Address Reporting
Read MoreNew Security Feature: E-Signature IP Address Reporting

IRIS CRM is proud to announce a new security feature that will help your organization ensure the integrity of e-signed documents – E-Signature IP Address Reporting! With this new functionality, all e-signed documents that are sent and signed through IRIS CRM will log the sender and signer location along with their IP address. This will […]

Schedule Demo