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Partner Portal

What is the Partner Portal?

The Partner Portal is an online tool that you can use to create new business leads and view your residuals. Using the Partner Portal, you can: Create new leads View and download a list of your leads Download copies of your residuals Access marketing and API information Read more

How do I add a new lead?

To add a new lead: Step 1. On the side menu, click + New Lead. Step 2. Type the following Contact Information:   a. First Name   b. Last Name   c. (Optional) Phone   d. Read more

How do I view my leads?

On the side menu, click Leads. Note: We update a lead’s status during boarding, which the Partner Portal displays. Viewing the contact information for a lead Click the lead’s information button.  Searching for a lead In the search tool, type a date or words relating to the lead. Read more