Going above and beyond
We pride ourselves in consistently providing our Sales Partners with the best possible service and platforms. Our refined support systems provide you with the tools you need to achieve true financial success.
Pivotal Live Online Sales Portal
Pivotal Live is your dashboard for all your business with Pivotal Payments. Our online portal gives you complete access to sales and merchant data, and the ability to monitor and manage your sales staff.
Online application submission
System and email alerts on application progress
Ability to manage incomplete applications within Pivotal Live
Detailed merchant data (volume , interchange, chargebacks, etc)
Detailed commission reports
Sales data parsed by agents or sub-agents
Sales Partner Relationship Management
Pivotal Payments surrounds you with a team that values your business and that is invested in your success! We understand the importance of a strong support staff behind the scenes, and our commitment to your business is the foundation of all our ISO/Agent relationships.
Proactive business support, consultation and solutions
Marketing and sales content assistance
Portfolio profitability monitoring
Ongoing training (orientation, product, industry updates)
Pivotal Learning Center
Here you will find helpful resources to strengthen your knowledge in merchant services, and grow your portfolio. You can join scheduled training calls including new partner orientation, product specific calls, pricing and more.
Live training webinars and a library of on-demand courses
New partner orientation and quick-start guide
Extensive videos and product tutorials
Statement analysis training and pricing 101
Stay current on new products and payment technologies
Learn more about credit and underwriting
Discover sales techniques and collaborate with industry experts
WebApp Online Application
WebApp is an online application submission portal for your computer, tablet or smartphone. This easy-to-navigate system boasts a smooth data entry process, integrated eSignature for prompt turn-around and a convenient document attachment module. It makes your boarding process effortless.
Faster, more efficient application process
Eliminates common data entry errors
Embedded eSignature for in-person signing on tablet
Integrated into Pivotal Payments’ Auto Underwriting robot
Full reporting at a glance including status and history
Edit feature allows for dynamic interaction with merchants
Offline application importing and exporting into Excel
And Much More...
Streamlined underwriting & auto-approval for low risk accounts.
Sales & Marketing
Customizable marketing material for numerous sales verticals.
Email alerts, educational seminars and product webinars.
Back Office Support
Data entry department for all your faxed or e-mailed apps.