Sales Agent Portal

Sales Agent Portal

Provide your agents with tools to build their portfolios and to view their residuals. With P2’s Sales Portal, your agents can manage their opportunities, view merchant profitability, and see their monthly residual payouts. Reports, charts, and graphs give agents at-a-glance views of their deals and merchants. You can assign opportunities to agents, manage your indirect pipeline, and track agent profitability. Sales Portal helps you build strong partnerships with agents and recruit new ones.

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HIGHTLIGHTS

Opportunity Management

With all the opportunity information in one place, agents can be sure that nothing slips through the cracks. You get visibility in to sales activity and where deals are in the pipeline. Agents can upload documents, make notes, record sales activity, and see opportunity status.

Application Status

Agents want to know the status of their deals after they submit them. With Sales Portal agents can see status changes as deals move through the back office. Reports and dashboard provide views-at-a-glance. Email notifications can be set up at critical steps to notify agents of status changes.

Merchant Locations

Agents have visibility into their merchant portfolio. They can view merchant locations, create notes, and upload attachments. You can provide agents visibility to notes form customer service. Agents can view the history of their residual payouts by merchant.

Charts and Reports

You can build charts and reports for agents that will give them information at-a-glace, everything from tracking where deals are in the pipeline to merchant profitability. With the right information, agents can make sure no leads are neglected and that they are spending their time closing the most profitable deals. P2’s charting and dashboards are fully configurable and that puts you in control and allows you to continuously provide additional value to agents.

Residual Payouts

With Sales Portal your Agents have a place to view their residual history. Each month you calculate residuals and then your agents can login to see what they got paid at both the summary level and the merchant level. Agent offices can see the payouts of their downline agents. Trends over time can be displayed in charts and graphs.

Manage Pends

Keep applications moving by handling exceptions quickly. When your back office finds a problem with a deal, such as a missing signature or incorrect documents, your staff can create a pend record. An email goes out to the agent telling them there’s a problem with the deal and the application is held in a pend status. The agent can log into the Sales Portal to resolve the issue and modify the status so the deal can move forward.

Build Your Brand

With P2’s Sales Portal you get your brand in front of agents on a daily basis. We configure the Sales Portal with your logo, colors, and marketing messaging. Regardless of where you write the deal, agents login to your Sales Portal to do their day-to-day business. They see your brand, use your tools, and experience your service. Your brand and your partnership helps you recruit more agents and keep your existing agents sending you deals.