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Quaife.net Launches New Agent Portal

Published 18th February, 2021 by Josh McNeill
We here at Quaife.net are proud to announce that we have launched a new portal for our agents, with the aim of improving efficiency and quality of onboarding new clients in a seamless and time effective manner.


What is the Quaife Agent Portal?


Our new portal platform has been designed and built to benefit and enhance the entire introductory process for both our agents and our team. With its easy to use interface and clean modern design, the Quaife Agent Portal bridges the gap between introducing new client opportunities from our agents and the Quaife systems and CRM, simplifying and speeding up the process in a multitude of ways.


The process of using the portal has been built with distinct sections and features. Once an agent has logged into the portal, they can check their referred merchants page. This shows the status of their merchants accounts, as well as live progress of recently submitted accounts. If they have another client they want to introduce, they can simply head over to the “Pre-vet Form” page, select the type of account, either merchant or bank, fill out the form and immediately submit into our system, which instantly notifies our team.


What are the benefits?



  • Designed for Agents

  • Best of Class Service

  • 24 Hour Turn Around

  • Formatted for the Quaife.net Systems

  • Easy Tracking of Onboarding Status

  • Live Statistics of Referred Merchants


Due to the influx and growth of applications from our partners, we needed to dedicate a platform to empower our agents with better tools allowing them to upload new accounts quickly and more efficiently. The Quaife Agent Portal aims to streamline the process, clearly communicating statuses, and speed up integration with our CRM.

 

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