Merchant referral network

Refer merchants. Track every account. See your earnings clearly.

One secure portal for One Payment TX administrators, partner companies, and referring agents.

First time here? Create your login first, then open the invitation link from your company administrator to activate your portal.

Role-based access
Each user only sees the accounts and payouts they are entitled to.
Transparent estimates
Dual Price and Interchange + payout modeling, monthly and annualized.
Partner onboarding
Agreements, rep invitations and team share settings in one workspace.
partner portal · overview

Overview

Welcome, Dana

Dual PriceInterchange +
Referrals
6
$785,000 total reported volume
Processing volume
$335,000
Monthly, accounts marked Processing
Est. monthly agent earnings
$753.00
$1,749.00 incl. pipeline · Dual Price
Incomplete packets
3
Missing one or more document categories

Processing volume trend

Illustrative

Company payout estimate

50% of total estimated profit · Dual Price

Summit Benefits Group$2,010/mo
5 referrals · $335,000 processingPipeline $4,110
Marco Reyes · 15%$603.00
Priya Shah · 20%$150.00

Recent accounts

View all

Bluebird Bakery

Marco Reyes

$85,000/moProcessing

Harbor Auto Repair

Marco Reyes

$140,000/moReady for review

Pine & Oak Furniture

Priya Shah

$60,000/moDocuments pending

Lakeside Dental Group

Dana Whitfield

$110,000/moProcessing

Company administrator view · fictional sample data

How it works

From introduction to monthly payout in three steps

Agents refer the businesses they already serve. The portal handles the paperwork, the status tracking and the math.

Step 1

Submit a referral

Enter the business, owner and processing details in a guided form. Takes about five minutes.

Step 2

Upload the document packet

Two recent statements, a bank letter or voided check, and the owner's ID. Stored privately and permission-checked.

Step 3

Track status and earnings

Watch each account move from review to processing and see estimated and actual monthly payouts.

Documents pending
Ready for review
Processing
Every account shows exactly where it stands.

Transparent payouts

Know what an account is worth before you refer it

Two pricing programs, one simple model. Partner companies earn 50% of estimated processing profit; agents earn their agreed share of 10, 15 or 20%.

Merchant monthly card volume

$100,000

$10k$1M

Pricing program

Estimates are modeled from merchant-reported volume and are not guaranteed payouts.

Total estimated processing profit

$1,200.00/mo

$14,400.00 annualized

Partner company · 50%

$600.00/mo

$7,200.00 per year

Referring agent

10% share$120.00
15% share$180.00
20% share$240.00

Built for every role

The right view for every partner

Visibility is enforced on the server, not just hidden in the interface. Each person sees only what they are entitled to.

Company Administrator

Partner company owner

  • All referrals submitted by the company's team
  • Sign agreements and invite referring agents
  • Set each agent's share: 10, 15 or 20%
  • Company payout estimates and history

Referring Agent

Individual rep

  • Only their own referrals and documents
  • Personal earnings estimates by program
  • Document checklist per account
  • Monthly payout statements

Partner voices

Trusted by the companies that refer

Illustrative quotes — final partner statements to be confirmed

“Our benefits team already talks to business owners every week. The portal turned those conversations into a second revenue line without adding paperwork.”
W
Wheatstone
Benefits Partner
“Our clients trust us with their numbers. Being able to hand them a transparent processing review, and see exactly where each account stands, fits how we work.”
HL
Harbor Ledger CPA Group
CPA Partner
“Inviting producers, signing agreements and tracking payouts all live in one place. Introducing a client takes minutes.”
PA
Pina & Associates
Business Insurance Partner

Document packet

Four documents. One complete account.

Each referral has a built-in checklist so nothing gets lost in email threads. Files are stored privately on the server and every download is permission-checked against the viewer's role.

Sensitive fields such as tax IDs, account numbers and owner identification are masked for anyone who is not entitled to see them.

Bluebird Bakery

Processing

Marco Reyes · Summit Benefits Group

Recent merchant statement 1
Uploaded
Recent merchant statement 2
Uploaded
Bank letter or voided business check
Uploaded
Owner's government-issued ID
Uploaded
Packet complete · ready for processing review

Ready to refer your first merchant?

New here? Create your login first. Your company administrator's invitation link then activates your portal access.