Tuesday, 23 June 2020
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Sunday, 05 July 2020
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Tuesday, 22 June 2021
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Monday, 28 June 2021
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Thursday, 17 June 2021
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Thursday, May 07 2020
Knowing how to navigate the partner portal is extremely important if you are going to be a successful agent. The partner portal has all of the resources, information, and other tools that you will need and reference on a daily basis. One of the most important places inside the portal is the prohibited and restricted list. Naturally, you probably have a lot of questions about this list. It is one of the most common questions that we get with regards to the partner portal and the information contained within. In this short overview, we are going to answer some of the questions that you undoubtedly have about the prohibited and restricted list that is located inside the partner portal for maximum convenience.
The first step is navigating to the list itself. To do this, the first thing you need to do is go to the Tools section of the partner portal. At the bottom right there is a list of documents that is entitled Sales Partner Resources. In this list, you will find important resources related to your relationship as a sales partner. One of those documents is the restricted & prohibited list, which you can click to easily access.
If you are not able to locate the list for some reason, then you can also use the search function at the top of the page to search for the restricted and prohibited list and find it in a matter of seconds.
As you can image, the restricted and prohibited list is a list that dictates what merchants are restricted and what activities are prohibited. This list is a great resource for you as a partner so that you don’t waste time on a merchant that you won’t be able to end up providing services to. You should consult this list any time you have a question about whether you are going to be able to provide services to any given merchant.
In this document, you will find a well-organized chart that tells you exactly which businesses are prohibited from using your suite of processing solutions. In addition, the sheet breaks it down by which banks prohibit which businesses, because different banks have different requirements for merchants. This quick reference sheet will save you time and frustration by allowing you to quickly reference it anytime you need to confirm whether you can provide services to a merchant.
There is also a remarks section in the document that will give you clarity on the requirements and industries that are allowed or prohibited. For merchants that require a certain additional documentation or submission, you will find those requirements on this sheet.
Not only does this sheet help save you time and prevent you from having to consult a complicated resources center to find the answers that you are looking for, but it also helps you to build trust and credibility with the merchants that you are working with. Being knowledgeable on which merchants you are able to provide processing for will make the sales process more smooth and successful.
Tuesday, May 05 2020
NAB has always been notorious for providing partners with one of the most comprehensive and complete sets of tools to help them succeed in the industry. At NAB, we truly care about our partners and want them to succeed because when they succeed, we succeed. To do this, we have established a marketing materials module in our merchant services partner portal to provide our partners with all the literature and layouts that they might need to sign on a new account and explain the benefits of our many solutions to their merchants. With these marketing materials, you’ll be able to close more accounts and have more of an understanding between you and your merchants.
In order to utilize the functionality that we have given our partners, you need to know where to find these resources. To access marketing materials in the partners portal, go to the Tools tab in your partner portal. Under the Tools tab, you will see a section labeled Marketing Materials. This is where you can find the marketing materials that we offer to our partners.
Within the marketing materials section, you will find a wide selection of customizable sell sheets that you can use to increase your conversion and better communicate with your merchants. These sheets are not just there for convenience, they are powerful and proven templates that you can use to increase your sales and make your merchants more likely to continue using your services.
With these sheets, you can more easily explain the benefits of each service that you offer. Having a way to easily and quickly deliver this information to your clients and merchants is essential to the sales process. NAB is one of the best in the business at providing these tools because we are not afraid to invest in the success of our merchants.
Using the templates that you can find in the marketing materials section is very easy and can be done in a matter of seconds. First, you will need to find the marketing materials template that you wish to use. There are 11 sales sheets to choose from right now, but the selection is ever-expanding and sure to include more in the coming weeks.
To use any one of these templates, simply click on the template and enter your personal information when prompted. The template builder will add this information to the sales sheet at the bottom footer of the sales sheet. This makes the sales sheets fully customizable and easy for you to distribute with your name and information on it. If you want to create your personal brand while also giving your merchants an easy way to find your contact information for the solution they’re reading about, then these customizable marketing materials are the perfect solution for you.
Use these sales tools to their full potential and you could have increased success as a merchant services sales agent.
If you have questions, would like more information or if you are ready to get started please click the button below to leave your name and contact information.
Monday, 28 June 2021
To become a credit card processing agent can be a daunting task, but with proper guidelines like the ones I will teach you in this post
Sunday, 27 June 2021
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Wednesday, 23 June 2021
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Sunday, 20 June 2021
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Friday, 28 May 2021
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Sunday, 27 June 2021
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Sunday, 20 June 2021
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