Product

The full broker pipeline in one platform.

Eight surfaces, sharing one data model, one audit trail and one set of numbers everyone agrees on. Built for the way a broker actually works — not adapted from CRM templates.

Lead inbox

Every referral lands in one place, filterable and searchable.

Status pipeline from New → Quote sent → In review → Submitted → Won / Lost.
Filter by partner, country, status, channel, free-text search.
Lead detail with merchant info, transaction mix, current provider, conversation log.

Quote builder

Deterministic rule engine over your service provider panel — never AI guesswork.

Side-by-side: merchant's current cost vs. each service provider's quote, with savings delta on top.
Per-line breakdown: every region × card-type × CP/CNP modifier with its rate, share % and cash contribution.
Every quote snapshots inputs — reproducible from the row alone. The number on the email is the number in the audit log.

Merchant onboarding

Pre-filled, token-gated, adapts to the service provider's document set.

One referral form → pre-filled welcome → business details → documents → review → submit.
Per-service-provider doc set: Paynt's 2 items vs Rapyd's 7 — handled automatically.
Hand-off card after submit explains the next step (install the app for SoftPOS, plugin for the gateway).

Submission packet

One PDF that pre-fills the service provider's application for you.

Business, contact, mix, quoted offer — everything in one packet.
Per-service-provider document checklist with re-upload affordances.
Status timeline tracks submission → query → activation.

Query thread

When the service provider comes back with a question, it routes itself.

Multi-party threading: tenant ↔ service provider ↔ partner ↔ merchant.
SLA field per query, overdue indicators on the inbox.
Reply once; routing logic decides who gets notified.

Statement reconciliation

Drop in the service provider's monthly CSV and watch it match itself.

Per-service-provider CSV adapters (Paynt and Rapyd shipping; new ones plug in cleanly).
Auto-match by merchant name to the lead; unmatched lines flagged for one-click manual match.
Approve & book → commission entries materialise, ready for self-billing.

Commission ledger

Every euro in, every euro out, in one ledger.

YTD inbound (from service providers), outbound (to partners), retained.
Per-entry: source statement line, partner, lead, type (activation / rev-share / bonus), earned date, status.
Status flows: pending → invoiced → paid.

Partner self-billing

Generate, preview, send. Monthly batch in one click.

Builder gathers every unbilled commission for the period and groups by partner.
One invoice per partner with full line breakdown, sequential numbering (SB-2026-04-001).
Approve & send → invoice PDF + email via Postmark; commission rows flip to invoiced.