Referrer Portal

The Referrer Portal gives every referral partner their own login on your own subdomain or custom domain, branded with your logo and colours. They submit a lead in a few fields, tick off whatever compliance confirmations you require, then follow that deal through your pipeline in real time. When they have a question they write it on the referral itself instead of emailing you, and you answer in the same thread. Partners only ever see their own referrals. Your pipeline, your other clients and your internal notes stay private.

An extension of your brand

An accountant opens a portal that looks like your business, not ours. They submit a referral in a few fields, then watch that deal move through your pipeline with a clear view of where it is up to and what commission is coming. If they need something they post a note on the referral and you reply in the same place. You stay in control of what they see, they feel looked after, and you get back the hours you spent on status calls.

• Branded portal on your own subdomain or custom domain
• Lead form restricted to the loan types you allow
• Compliance items confirmed and timestamped before submission
• Real-time deal status and commission tracking, or commission hidden entirely
• Partners see only their own referrals, never your pipeline

Your side of it

Every referral lands in one queue

New referrals arrive in Lend1 with an email and in-app alert to your brokers and admins. Open one and you get the whole picture on a single page: what the partner submitted, the compliance items they confirmed, the conversation so far, and the deal it belongs to. Accept it and Lend1 creates the contact and the deal for you. If you already had that person in your pipeline, Lend1 spots the matching email and offers to link the two so the referrer is still credited, and you can link, change or unlink the deal by hand whenever the match is not obvious. Commission actions sit behind their own permission, so your admin team can work referrals without seeing or paying commission.

Accept in one click

Creates the contact and the deal, assigns a broker, and moves the referral on.

Link to an existing deal

Pick any open deal by hand when the partner used a different email address.

Status follows the deal

Mark the deal won or lost in your pipeline and the referral updates itself.

Separate commission permission

Set amounts and mark commission paid only if the role allows it.

Automation triggers

Fire a workflow when a referral is submitted or accepted, with the referrer's details as merge fields.

Partner records

Company, ABN, contact details, referral code and default commission rate, all changes audited.

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
• Default commission rate for the program, overridden per partner
• Scoped access tokens that expire after 24 hours
• Deactivating a partner revokes their access immediately
• No CRM licences needed for your partners