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.

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.

  1. 01

    Choose your website

    Pick the site built for the merchants you sell to: restaurants, retail, medical, and more.

  2. 02

    Choose your plan

    Basic to get started on your own, Pro once you are scaling a team.

  3. 03

    We build and you launch

    Your site and CRM go live on your domain, in your colors, usually the same day.

  4. 04

    Leads land in your CRM

    Every enquiry your site takes arrives tagged hot, warm, or cold, ready to work.

  5. 05

    Earn residuals

    Paid every month on the card volume each merchant processes, for as long as they process.

The agent program

One signature, every program.

Sign the onboarding agreement once and you are an agent across all of our programs. The tiers below are how you are paid on each deal, not separate signups.

  • 30%

    Referral partner

    Bring the introduction and we run the sale, the underwriting, and the onboarding. Paid monthly for as long as the merchant processes.

  • The core program

    40%

    Sales agent

    Run the full sale with Pilot, automated applications, and your dashboard behind every deal.

  • +

    Advanced and white-label

    Expert, ISO, and Enterprise tiers reward production. Your own brand on our platform is the white-label track, a separate partnership with its own service fee and terms.

  • Independent contractor

    You own your book of business.

  • Monthly residual payouts

    Based on revenue actually received.

  • Recurring residuals

    Continue while your merchants remain active and processing.

  • Agent Agreement applies

    Compensation and program terms are governed by the Agent Agreement.

Earnings vary based on merchant activity, processing volume, and applicable program terms.

For ISOs and payments companies

White-label the platform, under your brand.

Residual Pilot is processor-agnostic. License the complete agent and merchant acquisition platform, from industry-specific storefronts and Pilot to onboarding and checkout, under your own brand.

  1. 1

    Your brand, front to back

    Every template, Pilot conversation, onboarding flow, and merchant experience carries your identity. Your agents. Your merchants. Your brand.

  2. 2

    The full platform, turnkey

    Industry-specific storefronts, Pilot working around the clock, automated qualification, and agent onboarding, all ready to launch under your brand. Live in days, not quarters.

  3. 3

    Quiet by design

    Your partnership stays behind the scenes. We don't market to your agents or merchants, and the customer-facing experience remains yours.

A partnership model built to scale

Platform service fee
A monthly fee covers your white-label platform, hosting, updates, and ongoing support.
Your agents, your pricing
Offer the platform to your agents under your own brand and set your own pricing. The difference between your cost and what you charge is yours.
Shared success
Residual Pilot participates in an agreed share of portfolio revenue, aligning our growth with yours.

Partnership pricing and revenue-share terms are customized and documented in your agreement.

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.
Screen recording of the Residual Pilot studio: a word in the page headline is replaced by clicking it and typing, the sentence underneath is rewritten the same way, the editor saves the draft on its own, and the same page is then switched to phone width and back from the toolbar.
Recorded in the editor. Every change lands on the page as you type it.

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

Why Residual Pilot

A whole business, not just a website.

The website, the assistant, the pipeline, and the back office all arrive together on your first day.
  • 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 grows with every merchant you add.

  • Time

    Save your selling hours

    Applications, follow-ups, and status tracking run themselves, so your day goes to the conversations that close.

Hardware

Every machine your merchants ask for.

Countertop, handheld, a full register or online. When a merchant applies, a short equipment form matches them to the right one, with no markup on any device.
Clover Flex
Clover Flex

Clover

Best for: Shops that want a full register, with apps for almost anything.

Models

  • Handheld
  • Full register
  • Cellular
  • Inventory
  • Cash discount ready

Pricing

Select your plan.

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

Basic

For new and independent agents launching their merchant services business.

$139/mo

plus a one-time $1,995 $1,495 Setup & Launch fee

  • Professional business website
  • Basic editor: click any text or photo to change it
  • 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/mo

plus a one-time $1,995 $1,495 Setup & Launch fee

  • Everything in Basic
  • Studio editor: full control of every section and layout
  • Advanced sales CRM & pipeline
  • Marketing automation — email & SMS
  • Lead packages & AI calling
  • 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.

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Stop selling someone else's brand.

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