Category: Onboarding

IRIS CRM (an NMI company) is excited to announce the latest round of enhancements to our Web Forms functionality that will save users time and reduce the effort required from merchants. We have added new features that include generating a Web Form based on an E-Sign document, sending existing leads forms with their data pre-filled […]

IRIS CRM’s NMI boarding integration just got even better with the addition of new platforms to choose from when boarding merchants to Fiserv and Worldpay.  We now support 11 Fiserv and 6 Worldpay platforms to give you more flexibility when boarding NMI gateway accounts. The expanded list of options ensures that you are boarding merchants […]

As a result of Global Payments recently rolling out support for Daily Discount within its ELAPP boarding tool, IRIS CRM is also now proud to announce added support for Daily Discount when boarding merchants via TurboApp to the ELAPP platform.  Clients using TurboApp to board merchants to TSYS ELAPP are able to continue leveraging the […]

Coming hot on the heels of the initial release of our Web Form Builder, we are pleased to announce the addition of E-Signature capabilities for a complete web form experience.  With E-Signature you can instantly transform your simple merchant data collection form into an end-to-end merchant processing application (MPA) that can quickly and easily be […]

IRIS CRM is happy to announce our ability to now support multiple NMI reseller accounts as the latest improvement to the NMI and IRIS CRM integration. You may find that as your business grows over time, whether it be from acquisitions or new processing relationships, that you have more than one set of NMI reseller […]

IRIS CRM is happy to share that we’ve added more automatic fee date calculation options for the merchants of TSYS FSP ISOs in TurboApp and when updating pricing on existing merchants using IRIS CRM’s automated TSYS maintenance helpdesk tickets. The full range of fee date settings that can be found in the TSYS (Global Payments) […]

In its simplest terms, underwriting describes a company taking on financial risk in exchange for a fee. It happens constantly in countless industries – underwriting is a part of every credit card application, car financing, new insurance policy, mortgage, and many other parts of daily life. It’s also a part of payment processing.  Merchant underwriting […]

Merchant boarding is the process of passing a business recruited by an ISO to a payment processor to be reviewed and set up with a new merchant account. Every business that signs up for a merchant account goes through onboarding, and while the goals of onboarding are always the same, the process may differ slightly […]

Agreement Express has recently announced a game-changing integration with IRIS CRM to its ScanXpress automated underwriting tool that will allow mutual customers of IRIS CRM and Agreement Express to significantly streamline and even fully automate their due diligence when onboarding new merchants, enabling unparalleled speed for underwriting and time-to-revenue. In essence, the integration between Agreement […]

Signatures are at the heart of every business deal, but managing thousands of applications, contracts, and supporting documents is also one of the biggest headaches many independent sales organizations (ISOs) have to deal with on a regular basis. Electronic signature – or eSignature for short – is  a solution to that problem, enabling sales organizations […]

Merchant boarding is one of the most important processes independent sales organizations perform on a daily basis. Today, technology allows ISOs to onboard new merchants faster and easier than ever before. Modern onboarding systems, like IRIS CRM’s TurboApp, enable ISOs to board new merchants in a matter of minutes by eliminating the most time-consuming steps […]

As your company starts 2022 with fresh energy and a strategic plan for how to achieve the year’s goals, it’s important to choose the right tools to succeed. IRIS CRM is the payment industry’s leading, all-in-one CRM solution with features to manage and automate your workflows from initial lead capture all the way through merchant […]