Processor Boarding Integration Refresher

Featured Functionality, Sales Efficiency
residual income calculation

IRIS CRM can streamline boarding for multiple processors including:

  • First Data
  • Vantiv
  • Priority (TSYS/Cynergy platform)
  • Pivotal (TSYS USA platform)
  • iPayment

 

An ISO with these relationships can submit a merchant to any of these processors from their IRIS site.  No need to log into the different processor tools and re-key everything they have already collected.

IRIS CRM bridges the gap between the sales team and the boarding team.

By using our Adobe Sign eSignature integration new merchant information imports to the lead record, resulting in an accurate and complete record.

Now that the sales cycle is complete the boarding team can simply click “Board Merchant” on the lead record.  At that point, all the merchant information transfers to TurboApp, our boarding tool.

From there the ISO can easily review and submit the merchant for underwriting to the appropriate processor.

The ISO will be notified about underwriting status.

The correct sales reps are automatically linked to the merchant for residual income calculation.

 

ISOs using TurboApp can expect:

  • More Approvals every month
  • Reduction or elimination of boarding errors
  • A happier and more easily trained operations team

 

The IRIS CRM site is designed so a merchant can move seamlessly through sales, boarding, support, and residual income calculation, resulting in extremely satisfied merchants and employees.


For questions regarding this feature please contact us or email support@iriscrm.com


For electronic payment breaking news, feature releases and industry developments, please subscribe to the IRIS CRM newsletter.


Don’t have IRIS CRM?

Join over 100 ISOs using IRIS CRM to grow their business.

Schedule a demo to learn more.

Schedule A Demo