For Agents
Bring more answers to your merchants. Explore four ways to grow with Roots, from processing and Square to the payment problems that need a technical team.Four ways to grow with Roots
Square Resellers
Build a stronger offer around Square. Lead your merchant relationships while Roots helps scope the setup, coordinate onboarding, and deliver support and custom work. Your partner agreement defines responsibilities and residual terms.- A defined referral or resale arrangement
- Merchant setup, training, and support
- Technical help for integrations and custom requests
Your merchant launchGo-live checklist
2/4- ✓Review merchant fitComplete
- ✓Scope setup and supportComplete
- Configure hardware and catalogIn progress
- Train the teamScheduled
Merchant Accounts
Sell processing with more than a rate sheet behind you. Work with Roots on account fit, merchant onboarding, gateway connections, and ongoing support so you can focus on your relationships.- Processing and gateway options for different businesses
- Application and implementation support
- Residual opportunities under an agreed partner program
app.rootspayments.com
Merchant portfolio · GatewayLast 7 days
LiveRetail locations
8
Online businesses
5
New applications
3
MTWTFSS
ACH · Invoice 8841
Card on file
$4,210.00
Visa •• 2201
Online checkout
$318.90
High-Risk Agents
Bring merchants that need a more careful underwriting conversation. Roots helps assess the opportunity, organize the file, and explain account conditions and implementation requirements.- Business-model and processing-history review
- Application preparation and provider-fit assessment
- Help with integrations, disputes, and operating requirements
Merchant fileGo-live checklist
2/4- ✓Business model reviewedComplete
- ✓Processing statements collectedComplete
- Documentation reviewIn progress
- Provider decisionScheduled
Payment Infrastructure
When a merchant needs an integration, a platform needs a payment workflow, or a deal spans several products, bring Roots into the conversation. We help turn the requirements into a practical scope.- POS, ecommerce, gateway, and back-office connections
- Multi-location workflows, payouts, and banking needs
- Technical scoping and implementation support
app.rootspayments.com
Connected merchant operations · IntegrationsConnected apps
Point of sale
Connected merchant operationsPoint of saleOrders and paymentsSynced
AccountingSettlement reconciliationSynced
Custom workflowScope and field mappingMapping
Last reconciled 6:02 AM · 0 mismatchesAdd integration
Choosing an agent program
Book a free 30-minute call. Tell Roots about your experience, the merchants you serve and the opportunities you want to bring.
Yes. Bring the workflow, software and processing requirements. Roots helps scope the technical implementation alongside the merchant opportunity.
Roots initiates merchant opportunities and coordinates the application and setup. Processing partners handle account approval and processing services.
Yes. We can discuss a partnership spanning processing, Square, high-risk placement, and custom infrastructure. Product fit and commercial terms are agreed for your program.
Compensation, residuals, ownership, onboarding, and support responsibilities are defined in your signed partner agreement before you begin.
Related resources
How to Become a Payment Processing Agent
Learn the responsibilities, program questions and first merchant steps involved in becoming a payment processing agent. Start with a practical checklist.
How to Choose a Merchant Services Agent Program
Compare merchant services agent programs using questions about compensation, support, account placement and portfolio rights before you sign.