See where every client you鈥檝e referred is up to, without chasing the broker.
Who this is for: Referral partners
See your referrals
Log in to the partner portal.
Your referrals are shown on a board, grouped by stage (for example New, Application, Approved, Settled). Each stage loads as soon as it's ready, and more referrals load as you scroll.
Click a referral to see its details and any updates your broker has shared.
What you'll see
Item | Can you see it? |
|---|---|
Stage and progress | Yes |
Notes, tasks and messages the broker shares with you | Yes |
Notes, tasks and messages the broker keeps internal | No |
Emails between the broker and the client | No |
The client's fact find and documents | No |
This protects your client's privacy. Brokers tick Show to [your name] on anything they want you to see.
Good to know
If you think an update is missing, ask the broker; they may not have shared it with you yet.
Commission arrangements are between you and the broker business.
Need a hand?
Contact the broker business you refer to. For technical questions about the Partner API, they can contact the platform support team for you.