1.  Who is submitting the apps on behalf of the ISO?

  • The ISO's sales agents? If yes, do they all need access to Navigo?
  • A representative (or representatives) on behalf of the ISO? If yes, who needs access to Navigo? Will it be one set of Navigo credentials shared amongst the representatives?

2.  Who is responsible for all sales reporting?

  • Will there be one designated representative on behalf of the ISO? If yes, which reporting platforms will they need access to?
  • If no, how shall sales reporting be distributed between the ISO and PayCompass?  

3.  Who provides support during and after the installation?

  • Will it be provided by the ISO or the ISO's agents? If yes, what collateral is required by the ISO in order to provide support?
  • If it's PayCompass, who will be responsible for reaching out to PayCompass for support issues and/or support assistance?

4.  How will the ISO's sales agents be paid?

  • By the ISO?
  • By PayCompass? 

5.  Does the ISO's sales agents need access to PayCompass proprietary technology?

  • If yes, how many agents will need access?
  • If yes, will our tech stack (Navigo, Genie, etc.) need to be white-labeled with the ISO's branding or will PayCompass branding be acceptable? 

6.  Will the ISO need dedicated phone support from PayCompass? Yes or no?


7.  Will merchant statements need to be branded with the ISO's branding? Yes or no?


8.  Will documents need to be branded with the ISO's branding? Yes or no? 


9.  How will pended deals be communicated to the ISO? 


10. Does the ISO have downline agents with splits? If yes, do the splits vary based upon different criteria? 


11. If the ISO does have downline agents, can said agents hire their own downlines? If yes, how does the compensation need to be structured with PayCompass, providing PayCompass is responsible for paying residuals?


12. Will the ISO's agents be attending weekly PayCompass webinars? If yes, who is responsible for the communications with upcoming webinars and calendar invites?


13.  Will PayCompass need access to the ISO's tech stack/proprietary portals?


14.  Will there be any systems/processes that PayCompass will be responsible for ? Example: File builds


15.  Will PayCompass be responsible for housing inventory on behalf of the ISO?