MX Portfolio Management

The Priority Advantage: Merchant Exchange (MX)

Merchant Exchange (MX) is Priority's proprietary portfolio management system. No other processor offers such a comprehensive tool. MX enables you to provide a higher level of customer service for your clients and at the same time manage their activities to identify opportunities, avert problems and maximize profits.

We offer two versions of MX, depending upon your level of business.

MX Professional is flexible enough to let you organize your portfolios and set security levels to suit your work processes.

It includes:

A system Dashboard that provides a graphic representation of your portfolio. At a glance you can see

• 12 Month Volume
• Current Boarding
• Rolling Boarding
• Underwriting statistics
• Portfolio by Industry
• One-click Financial Reports
• Customer Service or Risk Management notifications

Detailed Merchant information such as

• Merchants by Status (approved, submitted or pending)
• Corporate and Owner Contact Info
• Underwriting Information
• Applicable Pricing
• Banking Information
• Boarding Detail
• History

Reporting

• Daily Reports (Volume, Batch, ACH, Interchange, Discount, Chargeback, Retrieval)
• Compensation Analysis

MX Business gives you all the features of MX Professional, plus the ability to use real-time, B2B feeds for

• Merchant Boarding
• Call Center Reporting
• Merchant Financial Reporting
• Merchant Setup Reporting
• Merchant Risk Events
• Portfolio Financial Reporting
• Portfolio Setup and Reporting
• Equipment Updates