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[[Nader-Atrchin|Nader]] - Tue, 10 Jun 2025 05:24:54 GMT - Untitled

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Nader - Tue, 10 Jun 2025 05:24:54 GMT - Untitled

Date: 2025-06-10 · Duration: 180.1999969482422 min Organizer: Nader Attendees: N/A

Summary

  • Nader identified the need for a unified agent portal to streamline merchant onboarding, focusing on ISO agent Gault with a 40-person sales team handling 30 accounts monthly.
  • The initial strategy will leverage existing processor solutions, adopting a ‘fake it till you make it’ approach to gather insights on varied merchant needs before building specific features.
  • Luqra portal analysis revealed superior application analytics over Pay Engine’s process, particularly in tracking and underwriting communication.
  • Critical portal features include a notification system, application tracking, and two main sections for pending applications and active merchants with processing statistics.
  • A proposed email parsing approach aims to enhance underwriting communication, integrating multiple processor support including EMS and Elevon.
  • User hierarchy discussions highlighted the necessity for individual agent access with restricted visibility, complicating user management.
  • The development timeline is urgent due to a potential for 20+ new accounts monthly and risks of losing competitive edge if delays occur.
  • N8N workflow automation was preferred for rapid API connections, with plans to use a Postgres database for merchant data management.
  • UI/UX design will feature a Gmail-inspired interface with integrated chat functionalities for improved user interaction.
  • The demo preparation requires a rapid prototype and sandbox setup for realistic demonstrations to a potential partner, indicating a strategic pivot towards independent development.

Action Items

  • Michael Wright Follow up with Luqra to obtain API access for integration (05:14) Recreate Stratus portal design using Polymath/Windsurf (01:01:02) Review and select which Pay Engine API endpoints to include in the MCP integration (01:24:15) Prepare demo for end of week presentation to potential partner (01:10:01)

Nader Atrchin Create a detailed plan for the agent portal development before involving the team (55:00) Set up demo environment with sandbox Pay Engine integration (01:11:28) Complete N8N workflow for merchant invitation and fee schedule assignment (02:22:03) Implement webhook functionality for application status tracking (02:48:08)

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