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MerchantBridge AdvisorsPayment placement advisory

Partner referrals

Refer merchants that need real payment options.

If you work with merchants facing payment holds, reserves, processor declines, gateway issues, or complex category restrictions, MerchantBridge can give them a free first review and help determine whether there may be a realistic path.

Important review note

Referral terms, compensation, and approved messaging should be documented before active partner promotion.

Working as an ISO or sales agent with a merchant your current channels cannot place? Explore the ISO and agent referral path before making an introduction.

Who this is for

Built for people already close to the merchant problem.

Agencies, consultants, affiliates, web developers, platform operators, and business development partners often see payment issues before anyone else. MerchantBridge gives you a cleaner path for sending those merchants to a review process.

Clean referral path

Send merchants into a structured review instead of guessing which processor might understand the category.

Clear expectations

No approval promises. No confusing role claims. Just a straightforward review and next-step process.

Responsible outreach

Partner promotion must be accurate, permission-based, and aligned with approved messaging.

Referral criteria

What makes a useful referral.

  • Business name and website
  • Merchant contact and consent to be introduced
  • Product/category summary
  • Current processor issue or payment goal
  • Approximate monthly volume and ticket size
  • Known holds, reserves, declines, or shutdowns
  • Customer geography and desired payment types

Advisory and referral disclosure

Referral partners should not advertise guaranteed approvals, hidden-category processing, or unsupported claims. MerchantBridge will provide approved language where appropriate.

Free review

Refer a merchant for a free processing review.

Send the business basics and we will review whether there may be a realistic path forward.