Category: Onboarding

NMI Boarding is Better Together with IRIS CRM
Featured Article NMI Boarding is Better Together with IRIS CRM

After months of hard work and collaboration the NMI and IRIS CRM teams are proud to announce significant updates to the NMI payment gateway boarding integration. You are now able to use the power of the merchant data from your CRM in combination with the full suite of NMI boarding settings to make IRIS CRM […]

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Rising Dispute Risk in 2023: How ISOs Can Stay Ahead
February 2, 2023

Online transaction disputes became both more frequent and more expensive in 2022, and merchants and ISOs have felt the impact. According to Sift’s Q4 2022 Trust & Safety Index, there were 35% more disputes in Q3 2022 than just a year and a half earlier, and the average value rose 16%, to $192.53, between 2021 […]

Unlocking Latent Revenue: How Your ISO Can Earn More on Each Merchant
January 25, 2023

Recruiting new merchants is so important to residuals growth that ISOs can occasionally become completely focused on looking outwards for new sources of revenue. But it’s rare for any ISO’s portfolio to be perfectly optimized, meaning you may find that some of the best growth opportunities available for an ISO actually come from your existing […]

Payment Options: Why Choice is More Important Than Ever
January 18, 2023

Not long ago, there were really only three ways to pay the vast majority of merchants: you could hand over cash, swipe your credit or debit card at the checkout counter, or enter your credit card details online. Today, advances in payment technology have seen the options available to both consumers and B2B customers explode. […]

Payments 2023: How the Economy Might Impact Merchant Acquisition and Portfolio Growth in the Year Ahead
January 11, 2023

A “hard market” is an insurance industry term describing a time when market conditions and risk appetites limit growth and things become particularly difficult for the front-line professionals – agents and brokers – looking to acquire new business. It’s an equally apt term to describe what the payments industry may be facing in 2023 and […]

Featured Functionality NMI Boarding: Additional Fiserv and Worldpay Platforms are Now Supported December 14, 2022

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 […]
Onboarding IRIS CRM Enhancement: Daily Discount Support Added For TSYS Retail ISOs November 8, 2022

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 […]
Featured Functionality Complete Web Forms With E-Signature November 4, 2022

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 […]
Onboarding Enable Multiple NMI Reseller Credentials in IRIS CRM October 21, 2022

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 […]
TurboApp Automated TSYS PPM Fee Date Calculations September 30, 2022

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) […]
IRIS CRM Blog Automated Underwriting: Why It’s So Important for Wholesale ISOs July 27, 2022

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 […]
Onboarding What is Merchant Boarding in CRM? June 29, 2022

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 […]
Industry News Agreement Express Integrates With IRIS CRM To Deliver Automated Underwriting May 13, 2022

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 […]
IRIS CRM Blog What is an Electronic Signature and How Does eSignature Help ISOs? April 27, 2022

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 […]
IRIS CRM Blog Fast Merchant Boarding – How Automated Onboarding Can Benefit ISOs March 23, 2022

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 […]
Featured Functionality Top 22 IRIS CRM Features For 2022 January 16, 2022

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 […]
Featured Functionality New Paysafe Reporting and TSYS Backend Boarding Integrations January 13, 2022

IRIS CRM is thrilled to announce new Paysafe Reporting and TSYS Backend Boarding Integrations! ISOs can now connect their Paysafe merchants, both Fiserv and TSYS, to IRIS CRM to receive daily reporting data and account information. Our Paysafe boarding integration has also been improved to allow ISOs to select TSYS as the backend when boarding […]
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