Agent Portal — Tampa Bay Pay
INTERNAL · NOT INDEXED
📚
Agent Onboarding & Welcome Guide
New to the team? Read this before anything else.
Open Guide ↗
Sales Flow — How We Close Deals
PROCESS
The Tampa Bay Pay Deal Process
Follow these steps on every deal. Questions at any stage? Reach out to Zac.
STEP 01
Add Lead to GHL
Every new lead goes into GHL immediately. No exceptions.
Agent
STEP 02
Qualify & Match Solution
Restaurant / bar → FigurePOS. Grocery / market → OctoPOS. Retail / boutique → Material Retail. QuickBooks → BillerGenie. Mobile / general → SwipeSimple or PayBright Gateway.
Agent
STEP 03
Schedule a Demo
Book the right demo based on their solution fit. Use the scheduling links below.
Agent
STEP 04
Get Their Statement
Request a recent processing statement for a free rate analysis. This is what opens the door.
Agent
STEP 05
Savings Proposal
Send statement to PayBright. They build a formal savings proposal.
PayBright
STEP 06
Close the Deal
Present the proposal. Need help closing? Reach out to Zac first. Dustin is reserved for whale accounts only.
Zac Available
STEP 07
Submit Application
Submit through the PayBright portal. Andrea & Alex handle onboarding, implementation, and support from here.
Andrea & Alex
ZG
Zac Gottlieb
Owner · Your first call for help closing any deal
AN
Andrea
Onboarding, admin & implementation
AL
Alex
Onboarding, admin & implementation
DM
Dustin Magaziner
PayBright founder · Whale accounts only, through Zac
Sample Proposals & Pricing Reference
PROPOSALS
Real Pricing — What We Actually Quote
Use these as starting points. Every merchant is different. Always confirm with Zac before sending a custom quote.
Full Pricing Guide ↗
Clover Essentials
Small business, no website, simple setup
Clover Essentials Plan$30/mo
Cash Discount Pro$10/mo
Data Security Fee$10/mo
Processor Monthly Fee$10/mo
Total Monthly$60/mo
No website. No online ordering. No modifiers.
Clover Restaurant
Free Clover Duo (~$1,800 value) included
Clover Restaurant Plan$90/mo
TransArmor Data Protection$10/mo
Cash Discount Pro$10/mo
Processor Monthly Fee$40/mo
Total Monthly$150/mo
✓ Menu build, online ordering, training, install, DoorDash integration, 24/7 support, website
FigurePOS — Option 2
Traditional Cost-Plus Pricing
FigurePOS + PayBright + Website$200/mo
Processing rateIC + 0.5% + $0.10/txn
Setup feeMerchant covers $2,511
Base Monthly$200/mo
Merchant absorbs processing fees.
Clover Restaurant — Full Build
Multi-station, handheld, KDS
Clover Restaurant Plan$89.95/mo
Additional devices (9 × $19.95)$179.55/mo
TransArmor + Cash Discount + Fee$80/mo
Total Monthly$350/mo
$15k hardware at $0 upfront. DoorDash Drive On-Demand included.
BillerGenie + PayBright Gateway
QuickBooks integration + billing automation
BillerGenie Premium$70/mo + 0.5%
PayBright Gateway + Service Fee$50/mo
ACH transactions0.5% + $0.25/txn
Fixed Monthly$120/mo
No setup fees. 30-day free trial. Basic plan $30/mo available.
To submit an application you need: Photo of owner's driver's license  ·  Routing/account # or voided check  ·  TIN # (find on Sunbiz)  ·  SSN  ·  Average ticket  ·  High-end ticket  ·  Average monthly volume  ·  Year business started
Pricing Models — Know Before You Pitch
PRICING STRUCTURES
Payment Processing Pricing Models
Know these cold. Every merchant conversation will involve one of these.
Full Pricing Guide ↗
Flat Rate
Know this to compete vs. Square / Stripe
One fixed percentage. Simple but more expensive at scale. Rarely our recommendation.
Example: 2.9% + $0.30 per txn
Square / Stripe territory
✕ More expensive at volume
Know this to compete vs. Square / Stripe
Starting rate: IC + 0.5% + $0.10/txn  |  Dual pricing: 4% — cash $100 / card $104  |  We match or beat any competing rate.
Gateway & Virtual Terminal Comparison
GATEWAYS
PayBright Gateway vs. SwipeSimple vs. FluidPay
All three work with 4% dual pricing / cash discount. Know when to recommend each.
PayBright Gateway
$30/mo (4% model)  ·  $25/mo (larger accounts)
Browser-based virtual terminal + secure customer vault
Invoicing + recurring + installment billing
Custom hosted payment pages (collect card details without charging)
Payment links for web, email, text, and marketing
ACH: +$20/mo, 0.5% + $0.25/txn
SANDBOX DEMO
UsernameZachG
PasswordieatBreakfast@1!
LIVE EXAMPLES
Dual pricing inv.View example ↗
Best for: most merchants needing invoicing, recurring billing, or hosted payment pages
SwipeSimple
$30/mo (4% model)  ·  One-time $6 setup fee
App-based — works on phone, tablet, or web dashboard
Virtual terminal, invoicing, recurring & installment billing
Tipping on invoices + built-in appointment scheduling
Free Bluetooth mobile reader (~$120 value)
DEMO
NoteClick orange links below sign-in for demo
No native ACH. No custom hosted payment pages. App-forward and mobile-first.
Best for: mobile businesses, service providers, in-person + invoicing
FluidPay
$30/mo + $0.05/txn (4% model)
Virtual terminal, invoicing, recurring + installment billing
Hosted payment page + FluidCart shopping cart
ACH: +$15/mo + $0.18/txn
SANDBOX DEMO
Usernamezacgott
PasswordieatBreakfast@7!
Best for simple recurring subscription businesses — org dues, memberships, etc.
Best for: simple recurring / subscription businesses
Restaurant, Retail & Market POS Systems
POS LINEUP
Point-of-Sale Systems We Sell
Match the right system to the merchant's industry. FigurePOS is our preferred restaurant solution.
🔴 ACTIVELY PUSHING — GROCERY & MARKETS
OctoPOS

OctoPOS

Built for grocery stores and markets. Strong inventory management and scale-integration features.

Email to Book ↗
🔴 ACTIVELY PUSHING — RETAIL & BOUTIQUES
Material Retail

Material Retail

Purpose-built for retail stores and clothing boutiques. Modern interface designed around inventory and variants.

Email to Book ↗
Clover

Clover

Versatile POS across restaurants, retail, and service businesses. Connect with Zac for a demo or demo unit.

Visit Site ↗
UnionPOS

UnionPOS

Restaurant POS for operators who need a flexible full-service system when FigurePOS is not the right fit.

Visit Site ↗
Quantic

Quantic

Restaurant and retail POS option when FigurePOS, OctoPOS, or Material Retail are not the right fit.

Visit Site ↗
Other Solutions We Offer
PRODUCT SUITE
Full Suite of Solutions
We are not tied to one processor. We match the right solution to every merchant.
BillerGenie

BillerGenie

QuickBooks integration and billing automation. For merchants who invoice or run their business through QuickBooks.

Register for Webinar ↗
PayBright Gateway

PayBright Gateway

Whitelabeled Accept Blue. Our primary gateway recommendation. Hosted payment pages, invoicing, recurring billing, and ACH.

Open Sandbox ↗
SwipeSimple

SwipeSimple

App-based mobile solution across industries. Large existing account base. Great for on-the-go and service businesses.

Visit Site ↗
FluidPay

FluidPay

Great for simple recurring/subscription businesses — org dues, memberships. We sell more PayBright Gateway but FluidPay fits specific use cases.

Open Sandbox ↗
Dejavoo

Dejavoo Terminals

Countertop and wireless terminals for businesses that need dedicated hardware without a full POS.

Visit Site ↗
Authorize.net

Authorize.net Gateway

Industry-standard gateway for eCommerce, recurring billing, and CRM integrations.

Visit Site ↗
Gift Cards & Loyalty

Gift Cards & Loyalty

Branded gift card programs and loyalty solutions. Great add-on for restaurants, retail, and service businesses.

Next-Day Funding

Next-Day Funding

Sales from Monday deposited Tuesday. Same-day approvals available through PayBright. Major differentiator vs. banks.

ISOs AGENTS SELL THROUGH: PayBright Rate Tracker ⚠ New PRODUCTS & HARDWARE: SwipeSimple FluidPay PayBright Gateway BillerGenie Clover Material Retail FigurePOS Dejavoo PAX OctoPOS UnionPOS Quantic Authorize.net
PayBright — Primary Partner
PAYBRIGHT
PayBright Agent Hub
All tools, dashboards, and reporting for PayBright merchants
Applications

Low Risk Application

Submit new low risk merchant applications through the PayBright apps portal.

Open Portal ↗
Tools

Free Equipment Calculator

Run a free equipment calculation for prospects to demonstrate savings.

Open Calculator ↗
Reporting

Residual Reporting

View your residual reports and commission breakdowns.

View Residuals ↗
Dashboard

Agent / Merchant Dashboard

Current agent and merchant dashboard for active account management.

Open Dashboard ↗
Legacy

Legacy Merchant Dashboard

Access legacy merchant and agent accounts through the InStore portal.

Open Legacy ↗
Reporting

High Risk & ACH Reporting

Reporting dashboard for high risk and ACH merchant accounts.

Open Reporting ↗
Documents

Agent Drive / Documents

Shared Google Drive with agent resources, forms, and documentation.

Open Drive ↗
Payroll

Everee

Access your Everee account for payroll, pay stubs, and payment history.

Open Everee ↗
Rate Tracker — Secondary Partner
⚠  Newer partnership — Rate Tracker is a secondary partner. Familiarize yourself but PayBright remains primary for most deals.
Training

Weekly Sales Training

Rate Tracker hosts a weekly sales training webinar. Good way to get up to speed on their platform and tools.

Register for Training ↗
Schedule a Demo or Call
Discovery

Discovery Call

30-minute intro call for new merchant leads — general qualification and fit assessment.

Book Discovery Call ↗
FigurePOS

FigurePOS Agent Overview

45-minute overview for agents new to FigurePOS. Learn the platform before pitching it to prospects.

Book Overview ↗
PayBright Gateway

PayBright Gateway Demo

30-minute demo for merchants interested in the PayBright Gateway product.

Book Demo ↗
Clover

Clover Consultation

30-minute consult for Clover prospects. Connect with Zac first — he can run the demo or provide a demo unit.

Book Consult ↗
🔴 ACTIVELY PUSHING
OctoPOS / Material Retail

OctoPOS & Material Retail Demo

Email Marc — specify which system and merchant type in the subject line.

Email to Book ↗
BillerGenie

BillerGenie Webinar

For QuickBooks users and merchants needing billing automation or invoicing workflows.

Register for Webinar ↗
Whale Accounts Only

Talk to Dustin

Reserved for very large or high-volume merchants only. Access through Zac — do not send this link directly to prospects.

Schedule with Dustin ↗
Resources & Documentation
📖
FigurePOS Knowledge Base
FAQs, setup guides, and product documentation
Open ↗
🏫
Dual Pricing & Cash Discount — Agent Training
Objection handling, compliance rules, and the math — know this cold
Open ↗
📊
Pricing Structures Breakdown & Guide
Interchange, flat rate, dual pricing, surcharge — explained in full
Open ↗
📄
Agent Onboarding Guide
Process, expectations, and getting set up
Open ↗
👥
Client Support Best Practices
How we handle support — step-by-step, like family
Open ↗
🔘
Submit Application (In the Field)
Agent submits directly with merchant on the spot via PayBright apps portal
Open ↗
🔗
Send Merchant an Intake Form
Use this when you need the merchant to send their own business details and supporting docs
Open ↗

What Our Clients Are Saying...

The Highest Google Rated Payment Solutions Team in Tampa Bay

Get in Touch With Our Tampa Payment Processing Team

Call/Text : (727) 732-3292

Email: [email protected]

Address: 136 4th St N, Suite 223, St Petersburg, FL 33701

Hours: Mon-Friday 10:00 a.m. – 7:00 p.m.

* By Appointment Only *

136 4th St N Ste 223, St. Petersburg, FL 33701, USA