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 Savan Malla Accounts (Overrides Default)

Delete Overrides

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	Social Desiii LLC	0022496008	Jan 17 2025	ACTIVE	-	Shift4	Jan 21 2025	35%	Merchant
	Address : 9959 Winchester Rd ste 101, Collierville, TN, USA					Phone : 951-642-7292		Contact : Bhagat (Nick) Sadal
•	-		Skytab - Traditional - Skytab POS, Mobile, Glass, 4 KDS, 1 KP - Batch Time 11PM - IP
•	-		Nick called in concerning Clover gift cards not working get code 9819 conferenced Shift 4 in. They have escalated the issue, Nick couldn't hold any longer so he asked the rep at Shift 4 to call him back directly.
2	Morgan Steel Texas	520004966363	Aug 21 2024	ACTIVE	-	Vantiv	Aug 20 2024	35%	Merchant
	Address : 5700 Enterprise Drive, Greenville, TX, USA					Phone : 903-459-0424		Contact : JIm Saxon
•	-		VANTIV - IBUXX - 3.0% - Valor100 & VT - Batch time - 7:00pm central - IP
•	-		TT Jim and advised him terminal is shipping today and the VT is set up and ready to use. He said he had received the email from Valor.
•	-		Spoke to MP Savan, requested Statement be sent to Morgan Steel. Sent Statement to Morgan Steel and CC'ed Savan.
•	-		Spoke to Emily at Morgan Steel regarding adding invoice numbers to Valor terminal. Stated I spoke to Valor CSR and while that is not a feature they did state they will add it to possible additions to Valor Portal.
•	-		Changed VT back to TSYS per Charlotte
•	-		Per Emily, we deactivated merchant's Valor profile so that they will not be able to process transactions without calling in. We have been steadily losing money on this account every month because they are manually keying 95% of their transactions and not utilizing the Level 2 & 3 processing and refuse to sign an addendum to increase their fees so that we can cover our costs.

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