The Referral Partner Portal Built for ISOs
Referral partners can be your best source of merchants. But when referrals come in by text, email, and sticky note, leads get lost, partners stop hearing back, and nobody is sure who sent what.
SwipeVolt gives every partner, sub-agent, and appointment setter their own place to submit merchants and watch each deal move forward. Every lead is tagged to the partner who sent it, automatically.
How It Works
Partner submits a merchant.
Through their own link or portal login, in under a minute.
Lead is tagged automatically.
The merchant is linked to the partner who sent it.
Rep is assigned.
The lead goes to the right rep and follow-up starts right away.
Partner sees the status.
New, Savings Review Booked, Proposal Sent, or Signed.
Who It's For
Referral partners.
Bookkeepers, accountants, POS resellers, and consultants who send you merchants.
Appointment setters.
Setters who book savings reviews and want to see which ones closed.
Sub-agents.
Independent reps selling under your ISO who need a place to submit and track deals.
Associations and partners.
Industry groups and trade show partners who promote your programs to their members.
Before and After the Partner Portal
| Without a portal | With SwipeVolt |
|---|---|
| Referrals come in by text, email, and phone calls | Every referral comes in through one simple form |
| Leads get lost or forgotten | Every lead goes straight into your pipeline |
| Partners keep asking "what happened with my referral?" | Partners check deal status themselves, anytime |
| Nobody is sure who sent which merchant | Every merchant is tagged to the partner who sent it |
| Follow-up depends on someone remembering | Automated follow-up starts the moment a lead arrives |
| Training materials live in scattered emails | Partners get scripts, program sheets, and resources in one place |
See It in Action
Partner Portal • Coastline Referral Group
A referral partner submits merchants and sees exactly where each one stands, without calling your office.
What's Included
Partner submission form or link:
Partners submit merchants in under a minute.
Automatic partner tagging:
Every lead is linked to the partner who sent it.
Deal status tracking:
Partners see each merchant's stage in your pipeline.
Instant alerts:
Your team is notified the second a partner submits a merchant.
Round-robin assignment:
Partner leads go to the next available rep.
Automated follow-up:
Text and email follow-up starts right away and stops when the merchant signs.
Training and resource hub:
Scripts, objection handling, and program sheets in one place.
Partner source reporting:
See which partners send the most merchants and the most signed deals.
Branded links and QR codes:
Give each partner their own trackable link to share.
It all runs inside SwipeVolt's payment processing CRM, alongside your pipeline and merchant lead generation tools.