The portfolio management portal created exclusively for CardConnect’s payment partners.
As the backbone of our partner program, CoPilot’s operational efficiencies allow our
Independent Sales Organizations (ISO), 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 (and quick!) merchant onboarding, a built-in Equipment Manager for ordering and managing devices, plus a lot more.
CoPilot will scale with you
as you grow your business.
- Rapid underwriting and boarding
- Automated application submission
- Application status tracking
- Device order fulfillment
- Account reconciliation
- Online ticketing management
- View merchants’ deposits, batch reports, transactions, statements and chargeback information
- Residual/commission reporting and calculation
- Portfolio management
- Sub-partner performance
- Processor residual reconciliation
- Exception reporting and flexible user-driven data mapping
- Multi-source data aggregation and standardization
We Built CoPilot with You in Mind
Take the CoPilot API for a spin and integrate CoPilot functionality - including electronic application submission, directly into your environment.
Create your own hosted application page for a frictionless merchant enrollment experience, and get your clients up and running in 48 hours or less.
Our merchant application process is completely digital, making it easy to submit and track applications directly within CoPilot. Plus - you can enroll merchants within minutes via direct boarding!Learn more
Get ready to fall in
love with CoPilot.