EZ MerchantTracker Is Officially Live: Watch the Demo, Start Your 14-Day Free Trial & Explore Portfolio Builders Coaching

After more than 16 years in merchant services, I officially launched something I've wanted for a very long time.

EZ MerchantTracker is now live. And so is Portfolio Builders Coaching.

Yesterday, October 8, 2026, we held our official launch webinar, introducing the merchant-services CRM and performance-tracking software I've been building, along with a separate coaching and accountability program for agents who want to work directly with me.

Today, I'm sharing the full software demonstration for anyone who missed the live event, wants another look, or is curious about what we've created.

The response and interest surrounding this launch have been exciting. But what matters most to me isn't simply releasing another piece of software.

It's what I believe this can do for merchant-services agents who are serious about building a business.

For years, I've watched agents struggle with the same problems: inconsistent prospecting, poor follow-up, scattered leads, not knowing their conversion ratios, and having very little visibility into what they're actually doing to grow their portfolio.

That's the problem I wanted to solve.

And now, instead of talking about what we're going to build, you can actually get into the software and start using it.

Start Your 14-Day EZ MerchantTracker Free Trial

Or compare the available software and coaching plans.

Watch the Full EZ MerchantTracker Software Demo

If you weren't able to attend our launch webinar, I've recorded a walkthrough of the software so you can see what it does and how it fits into the daily business of a merchant-services sales agent.

Rather than just talking about features, I wanted people to see the platform, understand the thinking behind it, and decide whether it could help them organize their pipeline and improve their production.

You can watch the demo first, or if you're ready to explore the software yourself, create your account and begin your 14-day free trial.

Why I Built EZ MerchantTracker

I've built merchant portfolios, signed thousands of accounts, trained salespeople and spent years helping agents understand how to create recurring income.

But one thing has always bothered me.

Most agents don't know their numbers.

They may know what their residual check looks like. They may know how many merchants they signed last month.

But ask them how much prospecting it took to produce those deals, what percentage of proposals they closed, or how their performance compares with six months ago.

Most don't have a reliable answer.

For much of my own career, I didn't have that information either.

That's why I created EZ MerchantTracker: A CRM & Performance Tracking System Built for Merchant Services Agents, where I explain the original vision behind the software.

The objective was never simply to create another database of leads.

I wanted to build a system around the salesperson.

A place to manage the pipeline, measure production, track commissions, understand conversion ratios, see historical performance, compete with other agents and hold yourself accountable to the actions that actually create business.

That's what EZ MerchantTracker is built around.

A Merchant Services CRM That Doesn't Replace Your Processor

I want to be especially clear about this.

EZ MerchantTracker isn't designed to replace the software provided by your processor or ISO.

Those systems are essential for applications, underwriting, boarding, processing information, official residual reporting and other backend operations.

EZ MerchantTracker serves a different purpose.

Your processor helps manage the merchant. EZ MerchantTracker helps you manage yourself as the salesperson building the portfolio.

This distinction is important enough that I wrote a separate article about it: Merchant Services Agent CRM: Why Processor Dashboards Aren't Enough for Salespeople.

If you're happy with your current processing partners and their technology, that's great.

Keep using them.

EZ MerchantTracker is designed to complement that relationship by giving you a clearer picture of your own sales activity and performance.

What Can You Do Inside EZ MerchantTracker?

The platform brings together several parts of a merchant-services agent's business that often end up scattered across spreadsheets, calendars, notebooks and different software systems.

Manage Your Merchant Sales Pipeline

Keep merchant leads organized, record important information, manage follow-up and move opportunities through the stages of your sales process.

Instead of relying on memory or scattered notes, you can see which businesses need attention and what needs to happen next.

Track Daily Sales Production

Record the activities that actually create merchant accounts, including prospecting, proposals, POS demonstrations and signed deals.

The production calendar helps make consistency visible so you can compare what you intended to accomplish with what you actually did.

Understand Your Personal Conversion Ratios

How many proposals does it typically take you to sign an account?

How frequently do your POS demonstrations convert?

How does your prospecting activity translate into signed deals?

These numbers are different for every agent.

That's why I believe tracking your personal performance is more useful than endlessly comparing yourself with generic industry averages.

For a deeper explanation, read Merchant Sales Tracking Software: How to Know Your Numbers and Build a Bigger Portfolio.

Track Commissions and Pipeline Potential

Connect your sales opportunities with estimated commission potential, monitor compensation information and maintain better visibility into what your production is creating.

Your processor remains the official authority on commissions and residuals, but you should also understand the financial potential of the business you're actively working.

Compete, Set Goals and Improve

Leaderboards, achievements, production history and performance tracking bring a competitive element to the work.

I know what happens when you give me a scoreboard.

I want to beat it.

Whether you're competing with other agents or simply trying to outperform your own previous month, seeing your progress can be a powerful motivator.

Try EZ MerchantTracker Free for 14 Days

One of the things I wanted to do with this launch was make it easy for agents to get inside the platform and determine whether it's a fit.

You don't need to commit to a coaching program to use the software.

EZ MerchantTracker is available as a standalone product.

You can register for a 14-day free trial, explore the platform and begin organizing your own merchant-sales business.

Register for Your 14-Day Free Trial

You can also review the available plans and pricing options, including quarterly and annual software options.

The trial gives you an opportunity to evaluate the platform for yourself before deciding whether you want to continue.

I would encourage you to actually use it during the trial. Add real leads, track your activity, review your pipeline and start developing the habit of measuring what you do.

The value isn't in having another login.

It's in using the information to improve how you work.

Portfolio Builders Coaching Has Officially Launched Too

Now let's talk about the second part of yesterday's launch.

Over the years, I've received a lot of feedback from agents who want more than training videos or access to software.

They want to work directly with me.

And when I ask what they need most, three things consistently come up:

Accountability. One-on-one help. Mindset.

That's why I launched Portfolio Builders Coaching alongside EZ MerchantTracker.

But I want to make the distinction clear.

EZ MerchantTracker is software you can use on your own. Portfolio Builders Coaching is a separate coaching and accountability program for agents who want to work directly with me.

The coaching is about identifying where you are, establishing meaningful goals, reviewing your production, finding the constraints holding you back and developing a plan to improve.

And then comes the most important part.

Accountability to the plan.

I'm not interested in giving someone another 100 training videos when their real problem is that they aren't consistently prospecting or following up.

I want to look at the business they're actually building.

What did you say you wanted?

What did you commit to doing?

What did you actually do?

What did the results show?

What needs to change?

That's the kind of coaching relationship I'm building through Portfolio Builders.

Why Software and Coaching Work So Well Together

Tracking your activity is important.

Understanding what the numbers mean is even more important.

But knowing what needs to change and actually making that change are two different things.

That's where the combination becomes powerful.

EZ MerchantTracker provides the data.

Portfolio Builders provides the coaching, strategy and accountability.

You provide the execution.

I can't guarantee anybody a particular income or number of merchant accounts.

What I can do is help establish a plan, review the numbers, identify areas that need improvement and hold someone accountable to the actions they committed to taking.

For agents who want that level of direct involvement, the Portfolio Builders options are available on the plans page.

And if you're highly self-accountable and simply want better tools to manage your business, you can use EZ MerchantTracker without coaching.

That's why I launched them as two distinct options.

Education Is Still Free Through Merchant Service University

There's one more piece of this that I want to emphasize.

If you're completely new to merchant services, you don't necessarily need software or coaching first.

You need education.

That's why I created Merchant Service University, where the foundational merchant-services training is available for free.

Learn how payment processing works, how agents get compensated, how to understand statements, how to approach business owners and how to evaluate industry partnerships.

Get educated before you get recruited.

Once you understand the opportunity and you're ready to begin selling, EZ Direct Sales can help qualified individuals connect with trusted merchant-services partners.

Then, as you begin producing, EZ MerchantTracker can help you organize and measure the business you're building.

And if you want more personalized guidance and accountability, Portfolio Builders Coaching provides that additional layer.

This has become the ecosystem I've wanted to create:

Learn → Start → Track → Improve → Build

Not because everybody needs every product or service.

But because people are at different stages, and they should be able to start where they are.

The Next Chapter Starts Now

I spent years teaching merchant services and helping agents build residual portfolios.

Now I'm adding the tools and coaching systems I wish had existed throughout my own career.

Yesterday's launch was a major milestone, but it's really the beginning.

I'm excited to see agents get inside EZ MerchantTracker, begin tracking their production, understand their numbers and give me feedback on what helps them become better.

I'm equally excited to begin working directly with agents through Portfolio Builders Coaching.

If you missed the launch, watch the full demo. See the software for yourself and decide whether it's something that could help you.

Then choose the path that fits where you are today.

• Watch the demo: https://youtu.be/OiyRh149ar0?si=qk1yBNIa-BQYjsD2

• Start your 14-day free trial: https://app.ezmerchanttracker.com/register

• Explore software and coaching plans: https://app.ezmerchanttracker.com/plans

• Learn merchant services free: https://merchantserviceuniversity.com/

• Explore merchant-services partnerships: https://ezdirectsales.com/

And if nothing else, I'd love your feedback on the demonstration.

I've built this around what I believe merchant-services agents need after more than 16 years in the industry. Now I want to hear what you think.

Track your pipeline. Know your numbers. Improve your production. Build your portfolio.

Frequently Asked Questions

Is EZ MerchantTracker officially available?

Yes. EZ MerchantTracker officially launched on October 8, 2026, and agents can now register to begin using the software.

Does EZ MerchantTracker offer a free trial?

Yes. New users can register for a 14-day free trial at https://app.ezmerchanttracker.com/register.

Where can I watch the EZ MerchantTracker demo?

The full software demonstration and launch replay is available on YouTube at https://youtu.be/OiyRh149ar0?si=qk1yBNIa-BQYjsD2.

How much does EZ MerchantTracker cost?

Quarterly and annual software plans are available. Current pricing and package details can be reviewed at https://app.ezmerchanttracker.com/plans.

Do I need Portfolio Builders Coaching to use EZ MerchantTracker?

No. EZ MerchantTracker is available as standalone software. Portfolio Builders Coaching is a separate option for agents who want direct coaching, strategy and accountability.

What is Portfolio Builders Coaching?

Portfolio Builders Coaching is Joe Wagner's merchant-services coaching and accountability program focused on improving sales execution, reviewing production, identifying performance constraints and helping agents build their merchant portfolios.

Does EZ MerchantTracker replace my processor's CRM or dashboard?

No. EZ MerchantTracker complements processor and ISO systems by focusing on the individual agent's pipeline, activity, performance, follow-up, commissions and accountability.

Is Merchant Service University still free?

Yes. The foundational education at https://merchantserviceuniversity.com/ remains free for people who want to learn merchant services before entering the industry.