Tag: Onboarding

IRIS CRM - NMI
Featured Article NMI Acquires IRIS CRM, Expanding Deeper in the Commerce Value-Chain

To meet increased demand for full commerce enablement solutions, NMI and IRIS CRM’s joint offerings better enable ISO, ISV, bank and fintech partners SCHAUMBURG, IL – JANUARY 18, 2022 – NMI, a leading full commerce enablement technology company, today announced it has acquired IRIS CRM, a premier merchant services CRM and comprehensive merchant management platform […]

What is Merchant Boarding in CRM? What is Merchant Boarding in CRM?
Read MoreWhat is Merchant Boarding in CRM?

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 Integrates With IRIS CRM To Deliver Automated Underwriting Agreement Express Integrates With IRIS CRM To Deliver Automated Underwriting
Read MoreAgreement Express Integrates With IRIS CRM To Deliver Automated Underwriting

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 […]

Fast Merchant Boarding – How Automated Onboarding Can Benefit ISOs Fast Merchant Boarding – How Automated Onboarding Can Benefit ISOs
Read MoreFast Merchant Boarding – How Automated Onboarding Can Benefit ISOs

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 […]

Employee Spotlight: Implementation Leader Viktoriya Bela Employee Spotlight: Implementation Manager Viktoriya Bela
Read MoreEmployee Spotlight: Implementation Manager Viktoriya Bela

IRIS CRM is proud to recognize Viktoriya Bela who has been with IRIS CRM for over two years and the official implementation manager for the last year. Although the title is somewhat new, Viktoriya quickly became a customer onboarding specialist, beginning implementation work just a month after joining our Support team. IRIS CRM is proud […]

Merchant Onboarding Tips: Improve New Merchant Boarding Efficiency Merchant Onboarding Tips: Improve New Merchant Boarding Efficiency
Read MoreMerchant Onboarding Tips: Improve New Merchant Boarding Efficiency

Merchant onboarding is the process of getting a freshly recruited merchant both approved and set up for payment processing with an acquiring bank. The merchant onboarding process happens both on the ISO and processor sides and sees the merchant go through initial submission, underwriting, eventual approval or denial, and the granting of a merchant account.  […]

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 […]

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, […]

Combine PDF Documents for E-Signature New Feature: Combine Multiple Documents for Streamlined E-Signature
Read MoreNew Feature: Combine Multiple Documents for Streamlined E-Signature

We’re proud to share that we have added a powerful new feature to IRIS CRM’s e-signature workflow – Combine Multiple Documents for E-Signature! ISOs and ISVs can now combine and stack multiple documents such as MPAs, POS agreements, lease agreements, and gateway agreements on the fly when sending documents for merchants to e-sign. In the […]

IRIS CRM and USAePay IRIS CRM Integrates with USAePay for Gateway Merchant Onboarding
Read MoreIRIS CRM Integrates with USAePay for Gateway Merchant Onboarding

Merchant onboarding is a crucial part of the business for independent sales organizations (ISOs). The ability to quickly and securely board merchants is necessary to drive residual growth, which is the primary way that ISOs can generate more value for their merchant services business.  For many ISOs, merchant onboarding is a time-consuming, manual task that […]

Drive Results with IRIS CRM’s TSYS Wholesale Integration IRIS CRM: TurboApp Boarding & Reporting For TSYS Wholesale ISOs
Read MoreIRIS CRM: TurboApp Boarding & Reporting For TSYS Wholesale ISOs

As one of the world’s leading payment processors, TSYS (now a part of Global Payments) offers a lot of value for merchants looking to offer convenient, innovative payment methods for customers. Wholesale ISOs can benefit by offering TSYS services to merchants, but it’s not always easy to incorporate a new processor into their workflow.  In a […]

TurboApp: Your Merchant Boarding Solution TurboApp: Your Merchant Boarding Solution
Read MoreTurboApp: Your Merchant Boarding Solution

One of the easiest ways you can grow your ISO is by improving your merchant boarding process. Merchant boarding, also known as merchant onboarding, is the process that occurs after a sales agent has recruited a new merchant and closed the deal. The onboarding process kicks off once a merchant signs their MPA, or merchant […]

Work Smarter, Not Harder How IRIS CRM Will Change the Way Your ISO Works Work Smarter, Not Harder: How IRIS CRM Will Change the Way Your ISO Works
Read MoreWork Smarter, Not Harder: How IRIS CRM Will Change the Way Your ISO Works

Hard work is a crucial ingredient for success in all industries, especially during the early phases when a business is just getting off the ground. But the companies that not only survive startup, but go on to thrive, grow, and dominate their industries are often the ones that find a way to quickly replace pure […]

Is an Unregistered ISO the Right Structure for Your Merchant Acquisition Business Is an Unregistered ISO the Right Structure for Your Merchant Acquisition Business?
Read MoreIs an Unregistered ISO the Right Structure for Your Merchant Acquisition Business?

To register or to remain unregistered? That’s a decision every independent agent will be faced with at some point in their career, and it’s one with big implications, both for short-term operations, and the long-term prospects for everything from marketing to company structure to growth, and beyond. The million-dollar question is, “is it worth it?” […]

IRIS CRM is Now Integrated with NMI for Gateway Merchant Onboarding New Integration: IRIS CRM Releases Direct Boarding To NMI Gateway
Read MoreNew Integration: IRIS CRM Releases Direct Boarding To NMI Gateway

We’re excited to announce the release of IRIS CRM’s NMI Gateway Boarding Integration! NMI is a leading unified commerce enablement platform that enables ISOs to add additional value for their merchants and serves as a private label payment gateway that provides many additional cutting-edge features to create new revenue. The latest capability of boarding merchants […]

Merchant Boarding What is Merchant Boarding? An Overview of the Onboarding Process and How to Make it Better
Read MoreWhat is Merchant Boarding? An Overview of the Onboarding Process and How to Make it Better

Getting as many new, high-quality merchants boarded as quickly as possible is a key growth metric for payments companies. Independent agents, independent sales organizations (ISOs), and payment facilitators alike are focused on a mission to sign up as many merchants as possible to generate processing volume in their portfolios. Many of the would-be merchants are […]

Effective Merchant Onboarding – Three Key Areas of Focus for Improved Boarding Effective Merchant Onboarding – Three Key Areas of Focus for Improved Boarding
Read MoreEffective Merchant Onboarding – Three Key Areas of Focus for Improved Boarding

Onboarding new merchants is one of the most important tasks your ISO’s team handles on a day-to-day basis. The ability to board merchants both efficiently and effectively ensures that your ISO can grow quickly without worrying about bottlenecks or breakdowns in the process. But that’s easier said than done because boarding in the traditional way […]

IRIS CRM Streamlines WorldPay Merchant Boarding and Portfolio Reporting IRIS CRM Streamlines WorldPay Merchant Boarding and Portfolio Reporting
Read MoreIRIS CRM Streamlines WorldPay Merchant Boarding and Portfolio Reporting

In January 2018, Vantiv acquired WorldPay Group to form WorldPay Inc. in a blockbuster merger. Today, WorldPay is owned by FIS Global, a behemoth player in payment processing and money transfer that moves nine trillion dollars around the globe annually. WorldPay’s payment processing solutions are used by thousands upon thousands of merchants in the United […]

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