Partner Program
Grow Your Revenue With Optec Payments
Whether you are an independent agent, a referral partner, a bank, or a software company looking to embed payments — Optec provides the infrastructure, pricing, and support to help you build a profitable payments business.
Partnership Models
We work with partners at every level — from someone who refers a single merchant to enterprise software platforms processing millions through our gateway.
Independent Agents & ISOs
Full portfolio support with competitive revenue splits. Back-office reporting, lead management tools, and a dedicated support team that helps you close deals and retain accounts.
Referral Partners
Earn lifetime residual income for every merchant you refer to Optec. No sales experience required — we handle the entire process from consultation to activation. You get paid as long as the account processes.
ISV & SaaS Partners
Embed Optec's payment infrastructure directly into your software platform. Revenue-share models, developer APIs, white-label gateway access, and a dedicated integration team to get your merchants live fast.
Banks & Associations
Co-branded merchant services programs for financial institutions, credit unions, and trade associations. We provide the payments expertise and operations — you provide the relationships.
What You Get as an Optec Partner
We do not just hand you a rate sheet and wish you luck. Optec partners get the tools, support, and infrastructure to actually grow.
Aggressive Revenue Share
Competitive residual splits paid monthly for the lifetime of every account. Tiered incentives reward volume growth.
Dedicated Partner Support
A named partner manager who helps you with deal structuring, merchant onboarding, pricing strategy, and account retention.
Real-Time Reporting
Full visibility into your portfolio performance, transaction volume, residual earnings, and merchant activity through a partner dashboard.
No Long-Term Contracts for Merchants
Our month-to-month model makes it easier for you to close deals. Merchants trust partners who do not lock them in.
API & Integration Resources
For software partners: developer documentation, sandbox environments, and a technical integration team to get your platform connected.
Co-Selling & Co-Marketing
Joint sales support, co-branded materials, and merchant-facing collateral to help you position payments as a value-add to your existing business.
The Platform Behind the Program
Every Optec partner gets access to a full sales platform — not just a rate sheet. Here is a look at what is inside your Agent Portal.
Pipeline CRM
Visual deal pipeline with AI lead scoring to prioritize your hottest prospects.
AI Prospecting
Find merchants ready to switch with daily AI-curated picks and outreach scripts.
Statement Analyzer
OCR-powered analysis that extracts rates, identifies junk fees, and shows instant savings.
Landing Page Builder
Create branded, lead-capturing pages with QR codes and PDF flyers for any vertical.
Email & SMS Sequences
Automated multi-step follow-up campaigns that keep leads warm while you close.
Sales Coaching
Searchable objection library with proven scripts and competitor intel cards.
Route Optimization
Plan optimized daily routes from your saved prospects and log field visits as you go.
Agent Onboarding
Get Started as a 1099 Agent
Fill out the form below with your information and upload the required documents to begin the onboarding process. All fields are optional — submit whatever you have ready.
Talk to Our Partner Team
Tell us about yourself and how you would like to partner with Optec Payments. We will reach out to discuss partnership models, revenue share, and next steps.
Ready to Build a Payments Business With Optec?
Tell us about your business and how you want to work together. We will set up a call to walk through partnership models, pricing, and how we can help you grow.