Agent Desk

SALES AGENT MANAGEMENT

The merchant-acquisition side of the Cloud. Leads through activation and beyond, working the same merchant record the application writes to rather than a parallel CRM.

FORAgents and sales managers

WHAT YOU CAN DO

Pipeline

Add leads and manage prospects

Schedule appointments

Track calls, emails and SMS

Create merchant opportunities

Applications

Start merchant applications

Send application links

Follow document collection

Monitor KYC and KYB completion

See missing requirements

Through to live

Track underwriting

Follow approvals

Manage integrations and activations

Production

Track merchant production

Manage agent teams

Track commissions and residuals

Maintain the merchant relationship

THE RULE

Agents see stage, never the file.

Progress, next action and missing requirements are in scope. Documents, financials and compliance findings are not. Row-level isolation enforces that in the database rather than by hiding a link.

DRAWS ON

Fox Document & Evidence VaultFox Identity & Buyer QualificationFox Support Desk

TEST IT

Signed in as D. Whitfield — Senior agent

Open Northgate Reagents. The timeline says the merchant was suspended but not why — that is the agent scope boundary in practice.

Open the demo

Start application All demo accounts

THE OTHER PRODUCTS

Merchant Sign-Up

The entry point for new merchants

Merchant Management

The merchant's operating environment

Administration & Compliance

The AltirasPay command center

Try the demo Start application

← ARCHITECTURE