Copilot is a tool used to house and manage Client accounts that are using Cardpointe as their Merchant processor.
To access Copilot Search copilot.cardconnect.com in you address bar.
It will bring you to the Dash board.
The Dashboard it a list of graphs that show the overview of all of our clients, and below the graph you will see a list of all of the Clients currently using cardpointe.
Searching for a specific client is done in the customers Tab to the left of the screen.
When you are on the Customers tab just select the search bar and type in the name or MID (Merchant ID) of the Client to find their account.
The table will show their current status, Customer ID, Legal Business name, DBA name, MID, and Sales Code.
Current Status will show you:
If the account is boarded and ready to go live
If the account is in underwritting (not yet ready and may need a ticket request to detirmine what is needed)