Agent Workflow
A streamlined path from application to processing.
01
Apply to become an agent
02
Receive approval
03
Obtain unique referral link
04
Refer merchants and track their applications
Enterprise Capabilities
Partner Dashboard Features
01
Referral Tracking
End-to-end visibility of every business onboarding step.
02
Conversion Analytics
Data-driven insights on referral performance and funnel health.
03
Secure Messaging
Exchange updates with merchants and underwriting while private documents stay protected.
04
Marketing Resources
Pre-approved assets, whitepapers, and brand guidelines for scaling.