Getting started

Sign up, create your first program, invite a partner, and submit a test referral.

Coming soon

Programs

Configure referral and deal-registration offers, terms, protection windows, and intake fields.

Coming soon

Partner onboarding

Applications, invites, agreements, tiers, account ownership, and partner visibility.

Coming soon

Opportunity workflow

Statuses, assignment, timeline notes, SLA aging, conflict decisions, and approvals.

Coming soon

Compensation and payouts

Comp plans, splits, tax-form gates, payout status, and finance exports.

Coming soon

Reports and exports

Operational dashboards, saved views, CSV exports, and weekly digest reports.

Coming soon

What will be documented first

We are prioritizing setup, partner invites, referral submission, deal registration approvals, SLA management, payout readiness, and CSV export workflows before lower-level API references.