Partners

How deal sources (ISOs, super-brokers, referrals) are organized and what they can access.

Enable ISO reps

Show the ISO Reps tab and rep commission splits. On by default — turn off if you don’t track an in-house rep channel. (A “super-broker” is just an ISO, so it doesn’t need this.)

Enable the ISO / broker portal

Let ISOs log in to a portal that shows only their own deals and commissions. Off by default — many companies don’t give brokers in-platform access. Internal staff always see the full cross-ISO breakdown regardless of this setting.

MCA only

Lock the product type to MCA and hide the product selector on deal screens. Turn off later if you add other products.

Deal-centric workspace

Everything flows through the deal: hides the Merchants and Leads tabs (records stay reachable from each deal) and slims deal creation to merchant + ISO — economics get entered at offer time, not at intake.

Operating mode

How your company does business — reshapes the pipeline, navigation, and wording to match.

Direct funder

You fund deals in-house (with syndicators). The pipeline is your underwriting desk; the Funders tab is hidden.

Brokerage / ISO

You shop deals to external funders for commissions. Syndication screens are hidden.

Hybrid

You fund in-house and broker out deals that don't fit your box. Everything stays visible.