Partner Support Tools
Going Above and Beyond –
We pride ourselves in consistently providing our Sales Partners with the best possible service and platforms. Our refined support systems provide you with the tools you need to achieve true financial success.
Pivotal Live Online Sales Portal
Pivotal Live is your dashboard for all your business with Pivotal Payments. Our online portal gives you complete access to sales and merchant data, and the ability to monitor and manage your sales staff.
- Online application submission
- System and email alerts on application progress
- Ability to manage incomplete applications within Pivotal Live
- Detailed merchant data (volume , interchange, chargebacks, etc)
- Detailed commission reports
- Sales data parsed by agents or sub-agents
Sales Partner Relationship Management
Pivotal Payments surrounds you with a team that values your business and that is invested in your success! We understand the importance of a strong support staff behind the scenes, and our commitment to your business is the foundation of all our ISO/Agent relationships.
- Proactive business support, consultation and solutions
- Statement analysis
- Marketing and sales content assistance
- Portfolio profitability monitoring
- Attrition monitoring
- Escalation management
- Ongoing training (orientation, product, industry updates)
WebApp Online Application
WebApp is an online application submission portal for your computer, tablet or smartphone. This easy-to-navigate system boasts a smooth data entry process, integrated eSignature for prompt turn-around and a convenient document attachment module. It makes your boarding process effortless.
- Faster, more efficient application process
- Eliminates common data entry errors
- Embedded eSignature for in-person signing on tablet
- Integrated into Pivotal Payments’ Auto Underwriting robot
- Full reporting at a glance including status and history
- Edit feature allows for dynamic interaction with merchants
- Offline application importing and exporting into Excel