ISO Partner Platform

Mobile-responsive web app for credit card processing reps. Track claims, manage commissions, contact clients, and access marketing materials—all in one place.

1. Mobile-Responsive Web Platform

No native app needed. Our mobile-responsive web app works perfectly on all devices (iOS, Android, desktop). Fully functional, fast, and beautiful. Access from any browser—no app store required.

Claim Tracking

Full CRM pipeline with 9 stages (lead → closed_won). Kanban and list views. Track every claim from qualification to commission payment.

Real-Time Commissions

MTD, Today, and YTD commission tracking. Automatic calculations with configurable rates (15% rep, 10% ISO, 5% CPA). Projected vs. confirmed payments.

Push Notifications

Web push notifications via Chrome, Safari, and Firefox (free, no SMS costs). Get alerts for new claims, document uploads, commission payments, and client activity.

Client Contact System

Automated notifications when clients don't upload tax documents. Email, SMS, and web push alerts. Document upload portals with magic links (no client account required).

All Products

Restaurant Tax Credit, Tax Services, Lending Solutions. Product library with SEO-optimized pages. Easy to add new products as needed.

Positive Experience

Celebration animations on wins. Role-based dashboards showing commissions, recent wins, and claim progress. When you open the app, you see good news first.

Why Mobile Web Instead of Native App?

  • • Works everywhere: iOS, Android, desktop—one codebase, all devices
  • • No app store approval: Instant updates, no waiting for review
  • • Push notifications: Free web push via Chrome/Safari/Firefox (no SMS costs)
  • • Fully responsive: Beautiful on all screen sizes, optimized for mobile
  • • Slack integration available: Get real-time notifications and team updates without external CRM dependencies

2. Marketing Materials & Sales Training

AI-generated marketing flyers, sales training blog, and talking points to help ISOs close more claims.

AI-Generated Marketing Flyers

State-of-the-art AI image generation creates beautiful marketing flyers for each sales rep. Automatically merges rep names into professional photos. Includes QR codes linking to referral profiles. Auto-generated when reps are created.

Access: /admin/marketing_flyers

Talking Points & FAQs

Blog articles serve as structured talking points and training materials. Common objections, how to qualify leads, best practices for client communication. More client-facing content being added regularly.

Product Pages

SEO-optimized public product pages with full details, JSON-LD schema, Open Graph meta tags. Easy to share with clients and prospects.

Access: /products

3. Platform Screens & Features

Fully functional platform with role-based dashboards, claim pipeline, commission tracking, and document management.

Sales Rep Dashboard

  • • MTD/Today/YTD commission totals
  • • Claim pipeline overview (kanban/list)
  • • Action items (documents needed, follow-ups)
  • • Recent wins and celebrations
  • • FICA estimate calculator

/dashboard

Claim Pipeline

  • • 9 stages: lead → closed_won/closed_lost
  • • Kanban board with drag-drop
  • • List view with filters
  • • Claim value, priority, probability
  • • Document upload portals

/claims

Commission Dashboard

  • • Projected vs. confirmed commissions
  • • Payment tracking and schedules
  • • Claim-by-claim breakdown
  • • Configurable rates (15% rep, 10% ISO, 5% CPA)
  • • Automatic calculations

/commissions

Document Portals

  • • Magic link uploads (no client account needed)
  • • Secure W-2 and tax return collection
  • • Automatic notifications when docs received
  • • Document requirement tracking
  • • Client-friendly interface

/upload/:token

CSV Import

  • • Bulk import restaurant organizations
  • • Auto-creates claims in "lead" stage
  • • Generates document portals
  • • Sends welcome emails with links
  • • Preview before import

/claims/import

FICA Calculator

  • • Quick credit estimates for leads
  • • In-claim calculator
  • • Based on years in business, tip wages
  • • Instant qualification tool
  • • Average $40K retroactive credit

/products/restaurant-tax-credit

Try the FICA Calculator

Key Features

Explore our platform's powerful features designed to help you close more claims and earn more commissions.

Claim Tracking

Full CRM pipeline with 9 stages (lead → closed_won). Kanban and list views. Track every claim from qualification to commission payment.

Real-Time Commissions

MTD, Today, and YTD commission tracking. Automatic calculations with configurable rates (15% rep, 10% ISO, 5% CPA). Projected vs. confirmed payments.

Push Notifications

Web push notifications via Chrome, Safari, and Firefox (free, no SMS costs). Get alerts for new claims, document uploads, commission payments, and client activity.

Ready to Get Started?

Mobile-responsive web platform. No app store. Optional Slack integration. Just works.

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