Referral tracking, rewards and payments

Available now (5 October 2026): Referral partner contacts, a dedicated relationship pipeline, activity, follow-ups and links to existing lending leads are shipped in Referral partner CRM. This planned item adds tracked referral links/codes, programs, reward ledgers, approvals, payments and referral performance reporting. Track who introduced each lead, what happened to the enquiry and any reward or commission owed to the referrer. Give sub-accounts one place to manage referral relationships, measure their value and pay eligible rewards when they choose to run a referral program. Planned capabilities: • Give partners and other referrers unique links or codes. Attribute enquiries to the specific referrer and campaign, with a controlled way to record referrals received outside a tracked link. Keep a history of attribution changes and define how duplicate or competing referral claims are resolved. • Follow referred leads through the pipeline to Pending and Settled. Show each referrer's lead volume, conversion rate, recorded deal outcomes and reward history so users can identify the relationships producing useful business. • Make rewards optional. Configure the amount or calculation basis, qualifying milestone and eligibility rules for each program or partner. Support fixed rewards or commission arrangements with an explicit calculation basis, rather than assuming a percentage of the loan amount. • Maintain a clear reward ledger: pending eligibility, awaiting approval, payable, paid or cancelled. Record amounts, currency, the linked lead, the qualifying event, approval and payment dates, and payment references. Prevent duplicate rewards or payouts when a lead changes stages repeatedly; retain adjustments and reversals in the history. • Approve and pay eligible rewards through a supported payment integration, with the option to record payments made elsewhere. Optional automatic payouts can follow the account's configured rules once eligibility and payment checks are satisfied. • Include referral performance and payment totals in standard analytics and custom reporting pages, with drill-down to the referrer, lead and reward record. Foundation and sequence: Build on shared tracking, referral identities and reliable lead-stage events. Connect the results to custom analytics pages. This feature does not depend on a Meta connection: it should work for partner introductions, client referrals, websites and other referral sources.

BrokerCloser team