For agents and advisors
Build your book. Keep your integrity.
We want agents who can build real merchant relationships, learn this business properly, and grow recurring income without leaning on contracts nobody can read.
If your current pitch only works when the merchant does not read the agreement, this is not going to suit you.
Explore agent opportunitiesWhere you are starting from
Three different jobs, three different needs.
A rep with fifteen years and a rep with none need almost nothing in common. We would rather say which one we are talking to.
You can sell, or want to learn. You do not yet know the industry.
- Payments 101 and the vocabulary
- Discovery training and practice
- Compliance and dual pricing
- Objection handling
- Field practice with someone experienced
- Mentoring
You know the business. You want better infrastructure behind you.
- Clear economics and portability
- Product access beyond one processor
- CRM and lead tooling
- Business Review and advisor tools
- Cross-sell and value-add capability
- Support that answers
You have reps of your own, or intend to.
- Multi-rep structure and routing
- Management and reporting
- Compensation visibility
- Training your people can use
- Co-branded options
- Backend flexibility
What is behind you
What exists, and what does not yet.
Some of this is running today. Some is being built. Pretending otherwise would be a strange way to start a relationship about honesty.
- Available now The Business Review An adaptive review that gets a merchant talking about their operation, not their rate.
- Available now Vigilant Intelligence Written explanations of fees, contracts and pricing you can send instead of arguing.
- Available now The platform library Independent write-ups on 48 systems, including the ones we would not sell.
- Available now Transparent economics You will know how the money works before you sign, not after your third statement.
- Being built Vigilant Advisor Recommendation tooling that shows its working, so the merchant sees why.
- Being built Lead and CRM support Context that follows the merchant, so you never restart discovery from zero.
- Being built Training and certification Payments, product, compliance and discovery — with practice, not just slides.
- Designed, not built The Growth Engine Progression that rewards learning, relationships and integrity, not only closed revenue.
How it would work
From first conversation to your own book.
- 01 Interest You tell us who you are and how you want to work.
- 02 Background A conversation, and the checks the industry requires.
- 03 Training Payments, product and the way we run a discovery.
- 04 Agreements Terms in writing, including how and when you are paid.
- 05 Certification You demonstrate it before you sit in front of a merchant.
- 06 Active Your own book, with tools and support behind it.
Independent agent opportunities are not employment. They are 1099 contractor relationships with their own agreement, and we keep the two paths separate on purpose.
Explore agent opportunities
Enough to have a useful first conversation. Nothing here commits either of us.