Partner Portal
Give referral partners and appointment setters a clean portal.
ResidualOS lets payment reps create partner portals that match the programs, offers, and verticals they sell. Whether you're booking demos, managing referral partners, or training appointment setters, the portal is organized around assigned programs and workflows.
Built for ISOs, sales offices, referral partners, and appointment setters in merchant services.
Assigned program access
Give each partner access scoped to the exact programs, providers, and offers they work.
Demo submission forms
Partners submit qualified demos through clean forms that route to the right program.
Submission status tracking
Everyone sees where a submission stands, with provider-submitted updates along the way.
Training checklist
Onboard partners with a progress-tracked checklist of scripts, guides, and walkthroughs.
Commission visibility
Partners and setters see their submitted, scheduled, and completed counts plus estimated earnings.
Partner-visible timeline
Notes and timeline updates keep partners informed without back-and-forth texts.
What reps get
- Portals customized around the programs, providers, verticals, and offers your team sells
- Demo submissions and status tracking in one place
- Training checklist with progress tracking for new partners and setters
- Commission and earnings visibility for referral partners
- Partner-visible notes and timeline updates
Onboard partners and setters in one clean portal.
ResidualOS is in private beta with merchant services reps, ISOs, referral partners, and appointment setters.
ResidualOS is merchant services software for payment processing reps — not a generic operating system. Official website: residual-os.com. Owned and operated by AEA Strategic Solutions LLC.