What do I get when I sign up?

A branded agent website on your own domain, a CRM pipeline for tracking merchants, a merchant application flow with intake forms, and access to growth tools like TapSnap. Setup is done for you, and most agents launch the same day.

How does the CRM work?

Every lead your website captures lands in your CRM automatically, with status tracking (Hot / Warm / Cold). You review each merchant application, approve the rate and equipment, and submit it for underwriting. Nothing goes out without your approval.

Four streams: ongoing processing residuals from every merchant you close, TapSnap device sales at $60+ retail (your cost $39), recurring SaaS revenue from merchants on the platform, and merchant funding commissions as your portfolio grows.

Do I need experience?

No. The system gives you day-one credibility: a real company website, a structured pipeline, and a guided application flow. Training and support are included, and the 4% Cash Discount Program pricing is presented for you.

What does Pilot actually do?

Pilot is the AI assistant built into your website. It greets every visitor, answers processing and equipment questions honestly, qualifies the merchant, and walks them into your application pipeline, around the clock, under your brand.

Can I change my website after it launches?

Yes. Every site opens in the studio, where you can rearrange sections, swap images and video, change colors and fonts, and ask the built-in AI to rewrite copy in your voice. Changes publish instantly. No developer, no ticket.

How fast can I launch?

Websites go live as fast as 1 hour and within the same day. Choose your plan, submit your onboarding details, and we build your branded website and CRM pipeline.

Launch your
merchant services business.

A branded website, a merchant CRM, and Pilot, the AI assistant that works every visitor. Built for you, live the same day.

Apply now Choose your website

Built for independent agents, recruiters, ISOs, and sales teams.

How it works

Signup to first residual, in five steps.

We do the build. You do the selling. Most agents take their first application the same day they sign up.

01
Choose your website
Pick the site built for the merchants you sell to: restaurants, retail, medical, and more.
02
Choose your plan
Basic to get started on your own, Pro once you are scaling a team.
03
We build and you launch
Your site and CRM go live on your domain, in your colors, usually the same day.
04
Leads land in your CRM
Every enquiry your site takes arrives tagged hot, warm, or cold, ready to work.
05
Earn residuals
Paid every month each merchant processes, and again on hardware, SaaS, and funding.

Apply now

Templates

Start from a blueprint, then make it yours.

Each one built for a different kind of merchant. Text, images, colors and branding are all yours to change in the studio, without touching code.

View all templates

Meet Pilot

Your newest team member never sleeps.

Pilot is the AI sales assistant built into every website we launch, under your brand, speaking for your business.

Engages every visitorThe moment a merchant lands on your site, Pilot opens the conversation, evenings and weekends included.
Answers like a proRates, equipment, switching costs: straight answers that build the trust your close depends on.
Fills your pipelineQualified merchants arrive in your CRM tagged and ready; the application starts before you say hello.

The studio

A website you can actually change.

Your site opens in the studio, not in a support ticket. Swap sections, drop in your own media, restyle the brand, or tell the AI what you want said, and let it write.

The back office

Run the whole agency from one tab.

Every lead your site captures, every application in underwriting, every dollar of residual, tracked in the same place Pilot files its conversations. Nothing lives in a spreadsheet, so nothing gets lost there.

Merchant CRM
Residual dashboard
Lead management
Merchant applications
Sales pipeline
Reporting

Choose your plan

Why Residual Pilot

Everything you need to succeed.

One platform to launch, run, and grow a merchant services business: the website, the assistant, the pipeline, and the back office, together from day one.

Brand
Launch your own brand
A professionally designed website under your name and your domain: credibility from the first search, not after your hundredth deal.
Pilot
Pilot works alongside you
Your AI assistant greets every visitor, answers rate questions honestly, and qualifies merchants around the clock.
Income
Grow recurring revenue
Residuals pay every month each merchant processes. The portfolio you build here is yours, and it compounds.
Time
Save your selling hours
Applications, follow-ups, and status tracking run themselves, so your day goes to the conversations that close.

How you earn

A few merchants in, the plan pays for itself.

You earn four ways off every merchant: residuals, hardware, SaaS and funding. The chart is residuals alone, at a typical $50 per merchant.

Basic pays for itself at your 2nd merchant.

Monthly residuals as your merchant book grows
Merchants signed	Monthly residuals
5	$250 per month
10	$500 per month
15	$750 per month
20	$1,000 per month
25	$1,250 per month
Basic plan	$97 per month, covered by merchant 2
Pro plan	$297 per month, covered by merchant 6

Based on a typical $50 monthly residual per merchant, before hardware, SaaS and funding commissions. Your actual residuals vary with volume and pricing.

Pricing

Select your plan.

Start where you are. Upgrade when you're ready.

Basic

For new and independent agents launching their merchant services business.

$97.00/mo

plus a one-time $1,995.00 Setup & Launch fee

Professional business website
Pilot — AI sales assistant
Merchant CRM & applications
Residual dashboard
Training resources

Select Basic

Pro

Recommended

For growing agents, recruiters, and sales teams ready to scale.

$297.00/mo

plus a one-time $1,995.00 Setup & Launch fee

Everything in Basic
Advanced sales CRM & pipeline
Marketing automation — email & SMS
Lead packages & AI calling
Team management & recruiting tools

Go Pro

Upgrade anytime without losing your website, branding, merchants, or data.

FAQ

The questions agents actually ask.

Still stuck on something? Ask us below. A real person answers, usually the same day.

Contact

Talk to a person before you commit.

Tell us what you sell today and we'll tell you honestly whether this fits. We answer the same day.

Stop selling someone else's brand.

Get your website, your CRM, and your pipeline, and start closing merchants under your own name this week.

Apply now Talk to us first

Launch yourmerchant services business.

Signup to first residual, in five steps.

Choose your website

Choose your plan

We build and you launch

Leads land in your CRM

Earn residuals