One place to run the handoff.

Partners need a simple submission experience. Companies need control, visibility, and an audit trail. ReferLayer keeps both sides aligned from first referral through final payout.

1Submitted
2Review
3Approved
4Working
5Won
6Payout

Referral intake

Partner reps submit from a simple mobile form. Custom fields collect only what your team needs to qualify the opportunity.

  • Public apply links
  • Custom program fields
  • AM assignment

Deal registration

Registrations use protection windows, duplicate checks, approval states, and clear partner-facing status history.

  • Conflict decisions logged
  • Protection periods
  • Approval workflow

Payout operations

Comp plans, splits, partner credits, tax-form gates, and payout state stay connected to the won deal.

  • Tier multipliers
  • Plan versions
  • CSV exports

Partner visibility

Partners can see what happened, who owns the deal, and whether there is anything they need to do next.

  • Status emails
  • Shared timeline
  • Partner inbox

SLAs and aging

Aging submissions and missed response windows rise to the top before trust erodes.

  • SLA breach alerts
  • Review queues
  • Escalation routing

Assets and onboarding

Invite partners, manage agreements, and share the right co-branded materials with the right tier.

  • E-sign agreements
  • Tier visibility
  • Asset library

Built for operations

Useful dashboards, simple partner screens.

The company side prioritizes review work, aging items, pending approvals, and payout readiness. The partner side stays intentionally simple: submit, track status, see earnings, and find the right owner.

New submissions needing reviewDeal registrations pending approvalSLA breaches and aging opportunitiesWon deals awaiting payout readiness