This article will walk you through the available options for managing your Partners.

You can view all of your partners on the “View Partners” page, accessible from the Sidebar. The View Partners page will display all of your partners along with relevant information including registration status, earnings, commission percentage, and contact information.

Verifying a Partner:


The first action item when a new partner registered for the program is the “Verification” process. All partners must be verified before a partner can register new leads. To do this, please follow the instructions below: 


1. Log in to your partner portal

2. View Partner from your dashboard or left side navigation

3. Select the partner you wish to edit/verify

4. In the top right-hand corner, there will be a “Current Status” 

5. Select the drop-down menu

  • Change status from “Pending”
Approved:

    • The partner is approved to submit leads and is approved for your partner program
Denied:

    • The partner is denied
Both of these actions are up to the partner. Both actions will trigger an email to the partner giving them approved or denied status.
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Once a partner is approved, you will have the ability to modify their status. There are three statuses:

Active:

    • This means a partner is active and can submit leads and their account is in good status
Decline:

    • This means a partners access to the partner portal has been revoked and they did something to decline active status.
Suspend:

    • This means a partner is under review and their status is being reviewed. [Insert what access they may have]


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By clicking on a particular partner, you can access further information on the particular partner, including any agents they have registered, submitted leads, upcoming payments, and payment history.