Keystone Partners

partners@keystone.example · - · Active

Details

Name

Contact name

Phone

Website

Agreement block

Address line 1

Address line 2

City

State

Postal code

EIN

Entity type

Signer name

Signer title

Type

Notes

1099requires 1099

Activeactive

Onboarding

ISO agreement not signed

Commission payout is held until all four are on file (configurable: iso.onboardingGate).

Signed agreementIDVoided checkW-9

Who submits for this ISO

Emails are matched to this ISO by exact address first (its email, the addresses below, its portal users), then by the domains below, then by its own domain keystone.example. Commission always accrues to this ISO, never to the person who submitted.

Domains

Every domain this ISO's offices submit from — all tied to this one agreement.

none yet

Individual addresses

Submitters on gmail and the like, or a person at another company who submits for this ISO.

none yet

Commission rule

Standard — the company's offer settings: factor floor 1.3, bank fee 5%, up to 12 points from the tier table.Custom for this ISO — override what is filled in below; blanks keep the company value.

ISO Reps

Internal staff who own/manage this ISO relationship.

No reps assigned.

Commission classes

Standard · Default

Standard origination (default) · PERCENT_OF_FUNDED 11.5

Bank accounts

No bank accounts.

Access restricted

You don’t have permission to edit bank accounts.

Ask a workspace admin if you need access.

Deals from this ISO

DEMO-1010	Golden Gate Florist	submitted	$40,000.00	05/08/2026
DEMO-1006	Harborview Construction	funded	$150,000.00	04/26/2026
DEMO-1002	Metro HVAC Services Inc	funded	$120,000.00	04/14/2026

Documents

Signed ISO agreement, W-9, voided check, photo ID. Typed uploads mark the matching onboarding item as on file automatically.

No documents yet.