CB Mobile Office

CB Mobile OfficeCB Mobile Office is a suite of web-based tools designed specifically for independent sales agents. Using a tablet or other mobile device you are empowered to quote and board your merchants onsite. CB Mobile Office allows you to expedite the sales process, enhance merchant interaction and streamline vital processes.

CB Mobile Office provides you with the capability to remotely:

  • Submit signed and completed applications
  • Compare merchant costs onsite with a prospective merchant
  • Quote a new merchant
  • Manage your merchant portfolios
  • Review your residuals and check account status
  • Check email, industry news and access your personal calendar
  • Edit your complimentary, customized website



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