Live merchant book, not a deal list
Every live MID with acquirer, MCC, contract anniversary, processing volume and monthly residual — searchable, sortable, exportable.
Built for the UK ISO channel
Portfolio management software for UK ISO programmes.
An ISO portfolio is a residual income asset, not a sales pipeline. Closerr is the portfolio management system built for that reality — every live MID, every monthly residual, every sub-agent split and every attrition warning, in one UK-native tool. Stop reconciling acquirer reports in a spreadsheet and start running the book the way a portfolio actually compounds.
What you get out of the box
UK ISO programmes, master ISOs, sub-ISO networks and merchant acquiring partners use Closerr to manage portfolios across multiple acquirers without bolting four tools together.
Residual reconciliation against acquirer reports
Upload Worldpay, Elavon, Barclaycard, AIB and Lloyds Cardnet residual reports; Closerr matches them against your book and flags short payments line by line.
Attrition signals before the residual disappears
Volume drops, terminal swaps, contract anniversaries and overdue support tickets all surface on the portfolio dashboard before they turn into a lost merchant.
Sub-agent splits with audit trail
Configure owner / manager / sub-agent splits at the portfolio or per-merchant level, with every payout auditable and every projection visible to the rep earning it.
Forecast next month's residual income
Live MRR by acquirer, by territory, by sub-agent and by MCC — projected forward against the next residual cycle, not a generic SaaS pipeline forecast.
UK-native by default
Sterling residuals, UK postcodes, UK acquirer formats and GDPR-clean contact preferences — configured out of the box, not buried in a settings page.
Why this matters
ISO portfolios compound on retention, not on close rate. A merchant signed in year one pays you in year five — if you can see them, contact them, and protect them. Closerr makes the portfolio legible at every level: the master ISO sees the whole programme, the manager sees their region, the sub-agent sees their book. Where a generic CRM stops at the deal close, Closerr keeps modelling the merchant for as long as they keep processing. For a deeper look at the channel economics, our cornerstone guide to becoming an ISO agent in the UK walks through residual splits in real numbers. Already running a book and wondering if Closerr fits the work? See how Closerr stacks up against IRIS CRM.
Frequently asked questions
What is ISO portfolio management software?
ISO portfolio management software tracks the live merchant book of an Independent Sales Organisation — every live MID, the processing volume, the monthly residual income, the acquirer relationship and the sub-agent split. It replaces the spreadsheet most ISOs run their book on with a single sortable, reconcilable system.
Does Closerr reconcile residuals from multiple acquirers?
Yes. Upload each acquirer's monthly residual report (Worldpay, Elavon, Barclaycard, AIB Merchant Services, Lloyds Cardnet, Stripe and the long tail) and Closerr matches line items against your live book, posts the income to the right merchant and flags short payments for follow-up.
How does the attrition warning system work?
Closerr watches three signals on every live merchant: processing volume vs trailing-three-month average, terminal estate changes, and contract anniversary windows. When two or more fire on the same merchant, the portfolio dashboard surfaces an attrition alert so the rep can intervene before the residual stops.
Can it handle sub-agent commission splits?
Yes. Configure splits at the merchant or portfolio level — owner, manager, sub-agent, with any combination of fixed percentage and tiered overrides. Every payout is audit-trailed and the sub-agent sees only their own numbers.
Related capabilities
Closerr is one product, many entry points. Explore the parts that match your team.
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