Agents & ISOs

Build Your Payments Portfolio with Payline.

Explore a payment processing relationship for the merchants you serve. Payline works with merchant services agents and ISOs to discuss placement options, digital onboarding and the support needed to manage a portfolio.

More ways to place merchants. Better tools to grow your portfolio.

More ways to place merchants. Better tools to grow your portfolio.

Discuss placement options, digital onboarding and the support needed to manage a portfolio.

Processing options.

Explore potential paths for different merchant needs, subject to provider eligibility.

Digital applications.

Review onboarding tools that fit your sales and submission process.

Clear commercial terms.

Understand how any eligible revenue-sharing arrangement is calculated and administered.

Defined support.

Agree who handles applications, account questions and technical issues.

Build a clear placement and onboarding process

Match each merchant to an appropriate path

A merchant’s industry, sales channels and processing history affect placement. Share a complete picture of the business so the relevant provider can review the application accurately.

High-risk merchant accounts are placed through multiple providers and are not sponsored by Fiserv or its related sponsor banks.

High-risk processing · Merchant services

Make the handoff from sale to application clear

Choose the available application experience and define who follows up on missing information or review questions. Digital onboarding can support the workflow, but each merchant still needs to complete the applicable underwriting process.

Digital merchant onboarding · Other partnership models

Who We Work With

Designed to fit the way you work

Independent Agents

Independent Agents

Build your portfolio without the overhead of running an ISO.

ISOs & Sales Organizations

ISOs & Sales Organizations

Expand your processing options and increase merchant approval opportunities.

Associations

Associations

Create new revenue streams by offering payment solutions to your members.

Referral Partners

Referral Partners

Monetize merchant relationships without becoming a payments expert.

Industry Consultants

Industry Consultants

Add payment processing as a valuable service for your clients.

How It Works

1

Submit the Merchant

Send a digital application or collect information directly from your prospect.

2

Gather Documentation

Securely collect statements, IDs, voided checks, and supporting documents.

3

Underwriting Review

Our team reviews the file and identifies the best processing option.

4

Merchant Approval

Work with one of our processing partners to secure approval.

5

Activate & Grow

Help your merchant start accepting payments while building long-term residual income.

Processing Solutions

Credit & Debit Processing

Credit & Debit Processing

ACH Payments

ACH Payments

Online Payments

Online Payments

Virtual Terminal

Virtual Terminal

Recurring Billing

Recurring Billing

Payment Links

Payment Links

Mobile Payments

Mobile Payments

POS Systems

POS Systems

Gateway Solutions

Gateway Solutions

eCommerce Processing

eCommerce Processing

High-Risk Merchant Accounts

High-Risk Merchant Accounts

Cash Discount Programs

Cash Discount Programs

Surcharging Programs

Surcharging Programs

B2B Payments

B2B Payments

Reviews

Join the more than 20,000+ Happy Payline Customers

R

It is user-friendly. Payline deposits in our bank account is an advantage. The additional security codes provide a layer of protection.

Rebeca C.
A

Payline helps our accounting team balance financial reports by managing financial transactions such as payments and refunds. Essentially, it's a straightforward method to manage all of our purchases and sales within a single app.

Arindam B.
S

Their quick service and easy to get a hold of. They also have their own gateway with an API to access it.

Stan T.
V

The structure of payline is very easy to use.

Verified User
V

Payline makes transactions such as payments, refunds, and helps our accounting team reconcile financial reports. Basically, it is an easy way to track our purchases and sales in one app.

Verified User
V

Buffy, out account representative. She is just AMAZING. Always gets back to us on time and is very helpful! I will not go back to any other merchant service provider. Customer service and clarity is what every business needs and looks for. With Payline you are guaranteed to have all that, We are very happy with Payline.

Verified User
V

Our rep. Buffy is the best. She is always quick to respond and help with any situations that we have. We also like the next day deposit availability.

Verified User
V

Easy credit card processing system that allows a fast pace work environment with no delay.

Verified User

Agent and ISO questions, answered

The roles can differ in structure, responsibilities and registration requirements. Review the specific program and agreement rather than assuming the labels describe identical obligations.

Payline can help explore processing options across different business needs. Each placement depends on provider eligibility and underwriting.

Submission depends on the program’s available onboarding tools and process. Confirm the application flow, required information and follow-up responsibilities during setup.

Some may have options, depending on the activity and history. Do not promise a placement before the relevant provider has reviewed the business.

Any eligible revenue arrangement is governed by the agreement. Review its calculation, payment terms, adjustments and conditions directly.

Support coverage and responsibilities depend on the program. Agree how application, merchant-account and technical questions will be handled.

Discuss your portfolio and partnership goals

Tell us about the merchants you serve and what you need from a payment processing relationship.

Payment Processing Agent & ISO Program | Payline