Agents

ID

Legal Name*

Agent Code*

Category*

Active

Password*

Adjust Negative Payout*

Negative Payout Percentage

Info
Company Info

First Name*

Last Name*

Address

City

ZIP

State

Country

Contact

Email(comma separated)

Work Phone

Extension

Home Phone

Cell

Flex

URL

Company Name

Address

City

ZIP

State

Country

Email

phone

File here *	Description *	Action

Date

Employee

Notes

Default Split Value %

Processor Wise Split %

Processor	Split	Remove
		Delete

Pay To (Legal)

Social Security Num.

Tax ID

Telemarketer

Default T. Commission

Bank Name

Bank Phone

Rounting Number

Account Number

Transaction Program

See Residual Detail

Agents who receive partial commission on all of Operandi Pro - AC America Accounts (Overrides Default)

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Default Setup

Agent 1 Receives

%

on all Newly Inputted Accounts

Agent 2 Receives

%

on all Newly Inputted Accounts

Agent 3 Receives

%

on all Newly Inputted Accounts

Agent 4 Receives

%

on all Newly Inputted Accounts

Processor wise Setup (Overrides Default)

Select Processor *

Agent 1 Receives

%

on all Newly Inputted Accounts

Agent 2 Receives

%

on all Newly Inputted Accounts

Agent 3 Receives

%

on all Newly Inputted Accounts

Agent 4 Receives

%

on all Newly Inputted Accounts

Select Processor *

Agent 1 Receives

%

on all Newly Inputted Accounts

Agent 2 Receives

%

on all Newly Inputted Accounts

Agent 3 Receives

%

on all Newly Inputted Accounts

Agent 4 Receives

%

on all Newly Inputted Accounts

Agent *

Month *

Year *

Default Override

SBC

Sales Number

Sales Office

Owner Username

Vantiv

Sales Number

Sales Office

Owner Username

Rise CC

Sales Number

Sales Office

Owner Username

Rise PCS

Sales Number

Sales Office

Owner Username

Elavon

Sales Number

Sales Office

Owner Username

Tesla FD

Sales Number

Sales Office

Owner Username

FDR - Concord

Sales Number

Sales Office

Owner Username

Rev19 - AFS FD

Sales Number

Sales Office

Owner Username

PCS Direct

Sales Number

Sales Office

Owner Username

Clearent

Sales Number

Sales Office

Owner Username

Shift4

Sales Number

Sales Office

Owner Username

OLD RISE

Sales Number

Sales Office

Owner Username

Rev 19 - AFS TSYS

Sales Number

Sales Office

Owner Username

MAG

Sales Number

Sales Office

Owner Username

istream

Sales Number

Sales Office

Owner Username

Sr. No.	DBA Name	MID	Date Added	Status	Status Change	Processor	Approval	Split	Is Override / Is Merchant
1	Altec Roofing: iBuxx	461084469693976	Aug 25 2023	CANC	Jun 27 2025	SBC	-	20.00%	Merchant
	Address : -					Phone : 561-747-1990		Contact : Robbie Lindsey Jason or Christian
•	Nov 29 2023		Downloaded VL100 with servers and gave to Tricia to deliver
2	Altec Roofing: Operandi Pro	461084469696851	Jul 17 2023	CANC	Jun 27 2025	SBC	-	20.00%	Merchant
	Address : 3134 45th S					Phone : 561-747-1990		Contact : Jason or Lindsey
•	May 24 2023		SBC-Traditional- Operandifi Pro- Delta Payments
•	-		business sold. I requested this be closed out with not signed form
3	AC America, LLC	520004756312	May 09 2023	ACTIVE	Feb 20 2024	Vantiv	Feb 27 2023	20%	Merchant
	Address : 3114 45th St					Phone : 888-877-9811		Contact : Christian Horn or Trace
•	Jul 17 2023		[email protected] [email protected]
•	-		Vantiv - OperandiFi - Traditional pricing - NMI
•	-		TT Christian about an Email he got from NMI on an ACH reject. Upon further investigation it looks like someone rejected this fee. Christian told me to get with Lindsey to help get this resolved so we can rerun the transaction and get them back up and running. I sent her an email with details of my findings. Also, I added billing statements to their nmi profile which can be located under the options tab. So that they can see the breakdown of their fees every month.
•	-		Closed account and also submitted request to have account cancelled in NPCrm per Lindsey. SR 60334572

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