MX Connect Ideas

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As a reseller, I would like to enter certain information on the Onboarding application to generate statement analysis data

agent enters details

- would have the entered details bounce off the cohort to be able to tell if they were going to make money and how much. Also how much the merchant will save.

- we make suggestion on interchange based on SI Code and zip code

- must be a disclaimer (ensure we have legal language to disclaim these are averages)

- Life time value calculator will tell them they wont keep him long because he is priced to high

- we could offer to buy them after 90 days for a one time upfront fee

create a quote / proposal sheet with branding ability, custom messaging, ability to email to merchant

- merchant should be able to get the proposal via email, click a button and go straight to the merchant app to complete the app

  • Brad Morton
  • Dec 22 2016
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