Agent Onboarding with Cobalt

Start strong with a streamlined, supportive onboarding experience built for long-term success. Whether you’re new to the industry or scaling your existing portfolio, Cobalt equips you with the tools, training, and support to close deals and grow faster.

Competitive Revenue Sharing

Earn industry-leading residuals and enjoy long-term portfolio ownership. Cobalt rewards your performance with transparent, consistent commissions.

Modern Tech for Every Business

Sell confidently with top-tier POS systems, payment gateways, ACH tools, and virtual terminals tailored for every vertical.

Full Sales Enablement Suite

Access marketing materials, branded sales tools, and detailed product resources to support your outreach and merchant conversations.

Dedicated Support Team

Lean on white-glove agent and merchant support — including live chat, phone, and email — for faster onboarding and fewer roadblocks.

Your ISO Agent Onboarding Timeline

  • Step 1: Application & Approval

    • Apply online with your business credentials and get access to the Cobalt Agent Portal.
    • Timeline: 1–3 business days
  • Step 2: Tools & Training Access

    • Instantly tap into product guides, demo videos, training sessions, and proposal templates.
    • Includes: Sales playbooks, calculators, pitch decks
  • Step 3: Merchant Onboarding Process

    • Submit merchant deals with digital apps, custom pricing, and same-day underwriting.
    • Average approval time: 24–48 hours
  • Step 4: Deployment & Activation

    • Track equipment status and activation progress with real-time shipping and setup tools.
    • Includes: Pre-configured hardware, remote installs, white-glove onboarding
  • Step 5: Live Accounts & Residual Tracking

    • Monitor live deals, earnings, and attrition from your personal Agent Dashboard.
    • Includes: Monthly payout summaries, alerts, and portfolio health insights

Ongoing Agent Resources

  • Dedicated ISO manager

  • Live support (chat, phone, email)

    • Co-branded marketing kits

      • Developer APIs & tech documentation

        • Merchant deal pitch support

          B2B Payment Experts

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          We offer a variety of services to help merchants run their businesses

          Is Clover Right for My Restaurant?

          Clover is specifically designed for restaurants and trusted by many of America’s top full-service dining establishments.

          What Does Clover Cost?

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          Discover Popular Features

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          Packages for New Business

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          Schedule a free demo and our experts will help you evaluate your business needs