Sales agents and ISOs
Give merchants a clean way to collect payment-related intake without asking them to change their merchant account relationship.
partner workflowsCardPointe form workflows for Fiserv, ISO, and agent partners
Help merchants use their existing CardPointe account alongside better intake forms for invoices, deposits, donations, orders, registrations, approvals, and payment follow-up.
Who this helps
A practical add-on for merchants who need more than a payment link
Many merchants need a form before or around the payment: project details, invoice numbers, donation preferences, event information, approvals, files, signatures, and routing. Maxforms gives partners a way to solve that form layer while CardPointe remains the payment platform.
Consultants and agencies
Build merchant workflows for deposits, invoices, donations, registrations, and service requests with less custom development.
CardPointe merchants
Use forms to gather the details staff need before reconciling, approving, fulfilling, or following up after payment.
Use-case pages
Send merchants to a page that matches the workflow
These pages are built for real merchant intent. They explain the form use case, safe payment data boundaries, and how Maxforms fits around CardPointe.
Positioning
Maxforms complements CardPointe; it does not replace merchant services
Use this page to explain the form workflow layer. Avoid positioning Maxforms as a merchant account provider, underwriting portal, or replacement for CardPointe. The clean message is simple: merchants keep CardPointe for payments and use Maxforms for better payment-adjacent intake.
Partner workflow
Give CardPointe merchants better forms
Use Maxforms to help merchants launch intake pages, payment request forms, and follow-up workflows around the CardPointe account they already use.