ISO Partner Portal
An ISO partner portal for referral partners and appointment setters.
ResidualOS lets ISOs and reps manage referral partners and appointment setters through a clean portal: lead and demo submissions, training, and partner activity, all organized around the programs, offers, and verticals you actually sell.
For ISOs, sales offices, referral partners, and appointment setters.
Manage referral partners
Give each partner scoped access to the programs and offers they work, with a clear view of their activity.
Appointment setters
Onboard setters, route the demos they book, and keep their pipeline visible alongside your reps.
Lead and demo submissions
Partners submit qualified leads and 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.
Partner training
Onboard partners with a progress-tracked checklist of scripts, guides, and walkthroughs.
Partner activity & payouts
Track submitted, scheduled, and completed counts plus estimated earnings for each partner.
What reps get
- One portal for referral partners and appointment setters
- Lead and demo submissions with status tracking
- Program-, offer-, and vertical-specific access
- Progress-tracked training and onboarding
- Partner activity and payout visibility
Give every partner and setter one clean portal.
ResidualOS is in private beta with merchant services reps, ISOs, referral partners, and appointment setters.
Explore ResidualOS
ResidualOS is merchant services software for payment processing reps — not a generic operating system. Owned and operated by AEA Strategic Solutions LLC. Official website: residual-os.com. No payment, banking, or card information is collected for beta access.