Partner Resources

Marketing

NEW!
Peak Bonus & Free Equipment Placement Guidelines
Aug 27, 2025

New Peak Bonus and Free Placement Guidelines Sheet

NEW!
Equipment Matrix
Jul 9, 2024

A matrix table showing which features are included with our equipment.

NEW!
NEW PEAK Bonus Program Details
Nov 7, 2023

NEW PayTrace PEAK Bonus!

NEW!
PEAK Bonus Flyer
Nov 7, 2023

An overview of our PEAK Bonus Program.

NEW!
PayTrace Sell Sheet
Nov 28, 2023

Our newest gateway, PayTrace, and a new sell sheet to go with it.

NEW!
Bankcard Sales Script Book
Nov 29, 2023

Sample scripts to be used as a guideline when speaking to merchants face to face or over the phone.

Miscellaneous

NEW!
Incode Merchant Identification Guide
Jul 9, 2024

A guide outlining a new process for merchant identification.

NEW!
PayTrace Product Demo
Jul 9, 2024

Set up a time to get a product demo directly with PayTrace for your merchants.

NEW!
PayTrace Webinar
Aug 29, 2023

PayTrace Webinar with Sam Johnson

NEW!
Underwriting Conditional Approval
Nov 29, 2023

Conditional approval program exceptions and requests for additional info.

NEW!
Equipment Pricing List
Nov 19, 2025

Equipment Pricing List. Contact your relationship manager for pricing on any items that are not listed.

Forms

PayProTec is a registered DBA of EPX, a registered ISO of BMOHarris Bank N.A., Chicago, IL, Fresno First Bank, Fresno,CA, and Citizens Bank N.A., Providence, RI