Tutorial Video

https://drive.google.com/file/d/1eQaMeJ4f2iNah1udBHesATnXwW_eHP7J/view?usp=sharing

Summary

When you log into ISO Amp, you should see two pages Quote | Prospects.

• Quote is where you’ll upload the merchant’s most recent month of statements. It’s important that the statement you upload is within the last three months of the current date.
• Prospects is where you’ll see statements that you’ve previously uploaded and can view or edit current proposals.

<aside> 💡 Note: This tool only works for the US at the moment

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Quote

Once you upload a statement, the AI tool will automatically start to analyze it and should have it completed within 30 seconds. After that has been completed, it goes to a human on the ISO Amp team for final review. They average around 10 minutes during business hours (9am MT - 4pm MT). Once those two steps are complete, it should show up on the Prospects page.

Prospects

From this page you can view proposals you’ve previously uploaded. This page can be filtered by the Sales Agent (who uploaded the statement), business details (name, email, phone, etc), or by recent activity.

When you’ve found the one you want, click on the blue Details link to view it.

• Information Sect
  • This section displays the business details associated with the account. You can add to, or edit this, at any time. This area can also be used to assign it to another person if someone else needs to take over the statement analysis.
• Proposals Sect
  • This area shows the current AI generated proposal and can be used to create a new one if needed. To view the current proposal, click on the title.

Proposal Details

This page is where you can view the detailed information about the merchant’s statements and edit rates on the fly.

Menu Button

• Change Program. The rates should default to the preset for your account but if a different pricing model is needed (Flat Rate > Interchange +), it can be changed by going to the Menu button > Change Program. This will allow you to select one of the other pricing models available on your account.
• Change Template. This allows you to change the custom quote template which is not needed since we send out our own custom quotes.
• The other buttons should not regularly be used

Scroll Bar

This section allows you to adjust the rates on the fly and displays the current Monthly Savings, Proposed Effective Rate, and Existing Effective Rate. It also shows our estimated take rate although this hasn’t been configured precisely.

<aside> 💡 Note: Using the scroll bar will save the page as soon as you release the mouse and doesn’t give you a way to undo it without manually editing the rates one at a time.

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Fee Details

The section below the scrollbar shows the full analysis. You can edit each of the fees if needed and can click on the Details button to see the breakdown of that particular fee.

Validating Accuracy

Before submitting this to a merchant, we should always check briefly to make sure the data seems correct. You can do that by making sure the following fields match what you see on the statement:

• Merchant Activity > Volume
• Merchant Activity > Transactions
• Existing Monthly Fees

Fixing Bad Data

If there is a mistake with one of the numbers above, please contact Ty Clement or Biju Nair for assistance.

Rates under 2%

If you have a proposal with an effective rate under 2%, please contact Biju Nair for assistance.