NMI Merchant Central
NMI Merchant Central is a unified underwriting and merchant-services solution designed to streamline the full merchant lifecycle, from lead acquisition and onboarding to portfolio monitoring, risk, and residual-management. It empowers independent sales organizations, banks, and payment software firms to underwrite, forecast, and onboard merchants in minutes using automated workflows that reduce friction and speed approvals. It includes tools such as its portfolio-management module for tracking merchants, managing residual payouts, and consolidating processor-agnostic reporting; lead- and sales-funnel management to boost conversion; and integrated risk-and-compliance checks (via automated data and real-time monitoring) to reduce merchant abandonment and churn. Designed for efficiency, MRM enables organizations to manage merchant data, transactions (volume, chargebacks, deposits), and residuals all in a single dashboard while automating manual tasks.
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Payitiv CRM
Payitiv CRM Merchant System is an integrated, end-to-end agent/merchant portal crafted to streamline sales, onboarding, support, and residual management for payment-services portfolios. It enables agents to manage their pipeline, create professional rate-comparison proposals (including interchange, tiered, and ERR formats), and generate electronic contracts in seconds, thereby accelerating merchant acquisitions. It automates residual calculations and portfolio tracking so agents spend less time on spreadsheets and more on selling, and offers real-time insight via a merchant tracker into how prospects engage with websites, how current clients are performing, and which accounts may be idle. Lead-management tools include SMS outreach, customizable lead-field reporting, and auto-notification of team members as deals move through the cycle.
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Merchant Relationship Management by NMI
NMI Merchant Relationship Management (formerly IRIS CRM) helps banks, ISOs, and payment providers manage the entire merchant lifecycle—from lead to underwriting to ongoing support. Purpose-built for the payments industry, NMI Merchant Relationship Management unifies risk management, compliance, and portfolio oversight within one scalable platform. Its modular suite includes Merchant Central for onboarding, residuals automation and calculation and reporting; ScanX for automated KYC/KYB and AML compliance; and MonitorX for continuous monitoring and risk alerts. Unlike generic CRMs, Merchant Relationship Management offers payments-specific functionality designed to reduce manual work, improve compliance accuracy and increase merchant retention. With white-label flexibility, integrated automation, and seamless CRM integration, it delivers operational efficiency and transparency across high-volume portfolios. Modernize merchant management, reduce churn, and simplify compliance with NMI.
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ISOhub
ISOhub is a purpose-built CRM platform for independent sales organizations (ISOs) and sales agents in the payment processing industry. It streamlines merchant management, sales team oversight, lead tracking, onboarding, and residual commission calculations within a single solution. The platform’s executive dashboard delivers real-time insights into processor volume, revenue, attrition, and agent performance, helping ISOs optimize operations and scale efficiently. With automated residual mapping, support ticketing, and historical revenue tracking, ISOhub reduces manual work while ensuring accuracy and transparency. Its intuitive design allows agents to manage referrals, pre-app processes, and pricing tools effortlessly. More than software, ISOhub acts as a strategic partner for ISOs looking to simplify workflows and achieve long-term growth.
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