Referrer Portal

The Referrer Portal gives your referral partners their own login, branded with your colours, logo and domain. They submit leads through a form you customise, track the progress of every deal they have sent your way, and see commission and settlement status in real time. Permission scoping means they only see their own deals and only the fields you choose to share. Your CRM stays private, your referrers stay informed.

An extension of your brand

An accountant logs in to a portal that looks like an extension of your brand. They submit a referral in a few fields, then watch that deal move through your pipeline with a clear view of what is outstanding and when commission is due. You stay in control of what they see, they feel looked after, and you reclaim the time you spent on status updates.

• Branded portal on your domain or subdomain
• Configurable lead capture form per referrer
• Real-time deal status and commission tracking
• Permission-scoped views per partner
• Audit log on every action

Scales with your network

Built for brokerages that win a meaningful share of business through referral relationships and want to professionalise how those partners are managed. Whether you work with a handful of accountants or a network of dozens, the portal scales with you and strengthens the relationship.

• Works for a handful of partners or a network of dozens
• Per-partner control over visible fields and forms
• Scoped, expiring access tokens
• No CRM licences needed for your partners