There are many reasons that contribute to being locked into a bad agent program, but one is not knowing the process involved after an agent applies. Usually, a form “disappears” into a box, and everyone just has to wait for a phone call. Below is what actually happens after you submit an application.
The application is very simple and quick to fill out. All we need is some simple contact information. The application is right on this page and on our main partnership page. There is no automated system putting your application in a queue. Once you submit, we begin the application review process.
We review your application. We review your contracts and collect signatures. We then finalize your partnership on the HMS side. Once we do that, you receive your Agent Portal login information. When you log in to the Agent & ISO Portal, you will see your new dashboard along with the ability to track your merchants and view detailed reports.
While we finalize your partnership, we also provide product training and positioning along with marketing collateral in the form of co-branded, vertical-specific pitch decks and one-pagers. Also, as explained on the main partnership page, we provide the marketing support you need when you need it. We provide a relationship manager who will help you overcome challenges, assist you with the closing process, and will help you structure your deal.
This is a high-level overview of what you can expect for the first deal you can call yours. You submit a merchant application through the Agent Portal. Your relationship manager will assist with the underwriting process. You can monitor the status of the application from within the Agent Portal. Once the deal is approved, you order the merchant's equipment from the Agent Portal. One portal, one deal, and no other systems to check.
After a merchant is live, you will see residuals in your Agent Portal for that merchant, reported as described on the Residual Reporting page. Residuals publish once a month, on the day HMS publishes that month. The process is additive, and you are not starting from scratch each time you add a new merchant.
The application is very simple and quick to fill out. All we need is some simple contact information. The application is right on this page and on our main partnership page. There is no automated system putting your application in a queue. Once you submit, we begin the application review process.
We review your application. We review your contracts and collect signatures. We then finalize your partnership on the HMS side. Once we do that, you receive your Agent Portal login information. When you log in to the Agent & ISO Portal, you will see your new dashboard along with the ability to track your merchants and view detailed reports.
While we finalize your partnership, we also provide product training and positioning along with marketing collateral in the form of co-branded, vertical-specific pitch decks and one-pagers. Also, as explained on the main partnership page, we provide the marketing support you need when you need it. We provide a relationship manager who will help you overcome challenges, assist you with the closing process, and will help you structure your deal.
This is a high-level overview of what you can expect for the first deal you can call yours. You submit a merchant application through the Agent Portal. Your relationship manager will assist with the underwriting process. You can monitor the status of the application from within the Agent Portal. Once the deal is approved, you order the merchant's equipment from the Agent Portal. One portal, one deal, and no other systems to check.
After a merchant is live, you will see residuals in your Agent Portal for that merchant, reported as described on the Residual Reporting page. Residuals publish once a month, on the day HMS publishes that month. The process is additive, and you are not starting from scratch each time you add a new merchant.
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