Channel Partner & Referral Portal
Give partners a simple branded portal to submit leads, follow progress and view payouts.
What it does
Planned capabilities for this module.
Capabilities
- Partner onboarding with a KYC checklist
- Partner login to submit and track leads
- Referral links and lead-source attribution
- Partner-wise conversion and payout statements
- Controlled visibility: partners see only their own cases
Who uses it
Channel partnersPartner managersFinance team
Status
Planned module of SAVRDH FinTech OS, currently under development. Previews on this website use sample data.