CoPilot

Merchant Management Portal

The merchant management portal conceived for Throttle agents and partners.

 
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CoPilot will scale with you as you grow your business.

Residual reporting with line-item detail, a digital application for seamless merchant onboarding, a built-in Equipment Manager for ordering and managing devices.

As the backbone of our partner program, CoPilot’s operational efficiencies allow our Agents and Integrated Software Vendor (ISV) partners to track everything in their portfolio—from merchant application processing to risk monitoring and merchant support - with transparency every step of the way.

Residual reporting with line-item detail, a digital application for seamless merchant on-boarding, a built-in Equipment Manager for ordering and managing devices.

 

Merchant Enrollment

  • Rapid underwriting and boarding
  • Automated application submission
  • Application status tracking
  • Device order fulfillment

Customer Service

  • Account reconciliation
  • Online ticketing management
  • View merchants’ deposits, batch reports, transactions, statements and chargeback information

Partner Management

  • Residual/commission reporting and calculation
  • Portfolio management
  • Sub-partner performance

Data Processing

  • Processor residual reconciliation
  • Exception reporting and flexible user-driven data mapping
  • Multi-source data aggregation and standardization

 Ready to Start?

Get started in the dashboard or contact sales.