Give every partner a cleaner way to grow
A structured operating layer for partner-led onboarding, referral tracking, scheme visibility, activation follow-through and revenue reporting for every broker.
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Multiple Capabilities. One Complete Partner Operating Platform
Operating blocks that every partner network needs to move from referral to revenue, consistently.
Short Link Creation
Create partner-specific tracking links that make lead capture and onboarding entry cleaner and easier to track.
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Assisted Onboarding
Let partners guide prospects through the onboarding journey while your core onboarding logic remains controlled and centralised.
Onboarding Status Tracking
Show exactly where each lead or client stands without forcing partners to chase internal teams for updates.
Rejection Reporting
Give partners full visibility into failed or rejected onboarding journeys so next actions are clear and follow-up is faster.
Activation Tracking
Move beyond sign-up counts and show which onboarded users actually became active clients contributing to revenue.
Revenue Visibility
Track contribution by partner, by scheme and by underlying client activity from a single consolidated portal view.
Top Client Identification
Surface the clients driving real business value so partners and internal teams know exactly where to focus their attention.
Active and Inactive Views
Separate healthy partner-driven client movement from dormant accounts that need reactivation effort and attention.
One Portal. Complete Control for Every Partner
A platform built to give partners clarity and give internal teams complete operational control.
Tracked From the Start
Every partner referral is tracked from the entry point to the activated client with no gaps in the pipeline.
Partner-Guided Onboarding
Partners guide prospects through the journey without taking control away from the internal compliance team.
Real-Time Status Visibility
Every lead and client status is visible in real time, so partners never need to chase teams for updates.
Revenue and Scheme Visibility
Partner-level and scheme-level revenue contribution is tracked and visible from a single consolidated view.
Activation-Level Tracking
See which partners are actually converting sign-ups into active revenue-contributing clients across the network.
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Central Admin Control
Full admin visibility and control behind the portal without hiding operational work from the internal team.
Built to support the onboarding layer behind the portal
Four onboarding building blocks ensure every partner type is onboarded accurately and completely.
Multiple Entity Support
Handle onboarding for individuals, corporate entities and LLP-style partner structures with cleaner branching and entity-specific workflows built in.
Verification Checks
Keep partner onboarding linked to required checks, validations and document-backed review steps so no requirement is skipped or missed.
Agreements and Approvals
Centralise agreement generation, review, approval and final status handling without scattered follow-up across teams and systems.
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Journey Tracking
Track every stage of the onboarding path so both the partner and the internal team always know what still needs action.
