See the Growth Ahead of You

Maxafi is here to help you grow your own way and has all the tools to get you there. Our flexible range of solutions are affordable, easy to use, highly adaptable, and deliver the insight you need to run and grow your business.

Merchant CRM Module

Elevate productivity across your organization by giving your employees a 360-degree view of merchants, including business and processing information, troubleshooting, activity and history.

  • -Control merchant pricing
  • -Document Management
  • -Equipment Management
  • -Ticket Service Center
  • -Monitor TIN, PCI and QC
  • -Invoicing and Inventory

Residual Reporting

Calculate residuals in minutes and assign any combination of parameters at the company, office, sales rep and/or merchant level, including splits, basis points, and Schedule A.

  • -Unlimited Residual Parameters
  • -Setup Multiple Tiers
  • -Unlimited Processors on 1 Report
  • -Supports ALL PASO Formats
  • -Pay 5 Reps on Each Account
  • -Bonus Administration

Boarding & Risk Analysis

Mitigate risk during the application process and minimize processing risk, with fully automated boarding and access to daily processing data through direct integrations with Processors.

  • -Background & Credit Checks
  • -Accurate Risk Predicting
  • -Fraud Tracking
  • -Customizable Underwriting Tool
  • -E-Signatures
  • -2-Factor Authentiaction

Built for ISOs and their Merchants

Covering every aspect of the merchant lifecycle
  • Merchant Management
  • Customizable Reporting
  • Automated Boarding

Merchant Management

Have full control over every element of the agent-focused sales and marketing process, including lead management, pipeline management, agent commissions, when integrated with our Residual Pay Tool, and ongoing equipment management. MaxaFi takes it one step further and accommodates management of sub-offices, minimizing barriers for organizations looking to expand while continuing to provide a seamless flow of information across the entire organization.

Customizable Reporting

With all residual streams combined into a single report, you gain unparalleled visibility into your organization's operations. Utilize this data to more effectively incentivize your sales reps using MaxaFi's upsell and commission management tools and improve sales performance. When it is time to run your residuals, management can assign any combination of parameters at the company, office, sales agent and/or merchant level, including tiered splits, basis points, and Schedule A.

Automated Boarding

Customize your applications and enable your sales reps to distribute unique URLs, where Merchants can access a personalized application that they can complete and submit directly from any device. Applications are ready for review within minutes, once MaxaFi has performed its automated pre-underwriting process according to your organization's risk preferences and requirements. Complete the boarding process by submitting the application directly to your Processor with the click of a button.

Outperform the Competition

Forward-thinking business owners and managers need new ways of growing their businesses. We're ready to help you succeed by automating processes within your business and by doing more for less. Our integrated CRM and Residual Pay Tool enables small and medium sized businesses to achieve a competitive advantage in the marketplace. With a complete view of customer activity across your business, you will gain better business insight, increase the productivity of your teams, and put your business on the path to growth. With a system that was carefully designed from the ground up in collaboration with industry experts, you can transform your company into one that:

Works faster and smarter

Automate work-flows that seamlessly connect one department to the next, ensuring your business processes run smoothly and efficiently.

Focuses on what matters

Allow your team to focus on sales initiatives and growing your business, avoiding uneeded administrative tasks and organically improving operational efficiency.

Uses visibility to drive profitability

Access real-time reporting on the volume and value of each merchant, enabling you to identify sales patterns and cross-sell opportunities.

Get a hold of us!

Contact us for a demo.