Agent Sales Tools

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Agent Sales Tools

The Cayan Agent and ISO Program offers unparalleled flexibility and resources for thriving in the payments industry. Our program features dedicated service, technical support, generous compensation, comprehensive training and value-added services.

On top of that, agents and ISOs also gain access to our suite of online business management tools:

CB Headquarters

This secure online portal is the hub of our program. It contains everything agents need, including merchant account updates, residual reports, marketing materials, news, training materials and webinars.

CB Site Editor

This tool helps build a free customized website to establish brand recognition and capture leads. The CB Site Editor can be used to update web content, add meta tag data and track activity through Google Analytics.

CB Portfolio Manager

This online reporting tool gives you access to merchant transaction histories, batches and monthly statements.

CB Mobile Office

This suite brings our agent tools to tablets and smartphones for mobile work. The web-based resources facilitate quotes, onboarding initiatives and new offers to prospective and active merchants. More »

CB Cost Pro

CB Cost Pro instantly compares pricing structures, calculates savings and generates proposals so agents and ISOs can have in-depth conversations with merchants. More »

CB App Express

This can help close accounts on the spot. With this tool, applications can be completed on mobile devices with electronic signatures. Plus, it features auto-qualification so agents can learn whether merchants will be conditionally approved or pended by underwriting.  More »

Put our sales tools to work for you and:

  • Simplify and expedite the approval process
  • Enhance merchant support and reduce attrition
  • Build your personal brand recognition and drive leads
  • Continue your industry education
  • Close more deals in less time

Join our agent network today and experience how our services can help grow your portfolio, while also saving you time and money.