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've sent your way, and see commission and settlement status updates 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, and you stop fielding any-update-on-the-Smith-deal emails every Tuesday.

What to Expect

An accountant logs in to a portal that looks like an extension of your brand, not a generic SaaS interface. They submit a new client referral with a few fields. As that deal moves through your pipeline, they get a clear view of where it's at, what's outstanding, and when commission is due. You stay in control of what they see and when. They feel looked after, you save the time you used to spend on status updates, and the relationship gets stronger because everyone has the same information.

• Custom branding with your colours and domain
• Permission-scoped views per referrer partner
• Real-time deal status and commission tracking

Qualifications & Requirements

Built for brokerages that get 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 of partners, the portal scales with you. The outcome is referrers who feel valued, fewer one-off update requests, and a stronger pipeline because partners trust the experience of working with you.

• Branded portal on your domain or subdomain
• Configurable lead capture form per referrer
• Audit log on every action inside the portal