ISO Agent Sales Tools

The Merchant Warehouse Agent and ISO Program provides agents with unparalleled flexibility and a myriad of resources unmatched in the industry. The program features dedicated service and technical support, a generous compensation structure, comprehensive training, value-added programs, and a suite of online business management tools including:

CB Headquarters

  • A secure online resource portal built specifically for agents that provides you with one-stop access to merchant account updates, residual reports, marketing materials, news alerts, training materials and webinars. 

CB Mobile Office

  • A suite of web-based tools designed specifically for independent sales agents. Using a tablet or other mobile device you are empowered to quote, onboard and offer account management services to prospective and active merchant accounts. 

CB Portfolio Manager

  • An online reporting tool that offers you and your merchants the ability to view account details and daily portfolio details, see downgrade and chargeback information, and more! 

CB Site Editor

  • Build brand recognition and drive leads with a free customizable website and personalized email address. Use this tool to update your website’s content, add meta tag data and Google analytics, or track your web activity.  

 

Put our sales tools to work for you and: 

  • Simplify and expedite the approval process
  • Enhance merchant support and reduce attrition
  • Build your personal brand recognition and drive leads
  • Continue your industry education
  • Close more deals in less time

 

Join our agent network today and experience how our services and solutions will save you money and time, while increasing your merchant portfolio. 

For more information on our ISO & Agent Program, please call us at 888-291-7571 or complete the form below and we will contact you shortly.