Partners & IB
Running the programme, not just paying it
Applications arrive with the information you asked for, approval assigns a tier and a plan, performance is reviewed against the same numbers the partner sees, and offboarding preserves the client relationships.
Partner 12
Approved- Tier
- Gold
- Commission plan
- Revenue share + CPA
- Payout schedule
- Weekly
- Sub-partners
- Allowed, depth 2
- Status
- Active since March
Terms come from the tier, so two partners at the same level cannot drift apart.
See it live
Partners, ranked by what they bring
A leaderboard of partners by referrals, conversion and commission cost, using the same figures a partner sees in their own portal.
What the desk actually does
The programme runs itself commercially. These are the decisions that still need people.
Application workflow
Prospective partners apply through your client area with the information you require, and arrive in an approval queue.
Tier assignment
Approval assigns a tier carrying a commission plan, payout schedule and portal permissions, so terms follow the tier rather than being set per partner.
Plan changes
Moving a partner between tiers is one action, and the new terms apply from the next qualifying event rather than retroactively.
Performance review
Referrals, conversion, client quality and commission cost per partner, using the same figures the partner sees in their portal.
Offboarding
Ending a relationship stops future accrual while leaving the referred clients with your brokerage and their history intact.
A partner relationship end to end
Four stages, and only the first and last need much attention
- Apply
Through your own client area
Applications carry the information you require and land in a queue with any existing relationship to your brokerage already visible.
- Approve
Tier assigned on approval
Approval places the partner in a tier, which determines their commission plan, payout schedule and portal capabilities.
- Review
Against the same numbers
Performance is reviewed using the figures the partner also sees, which keeps the conversation factual rather than contested.
- Exit
Clients stay with you
Offboarding stops future accrual. Referred clients remain your clients, and the historical attribution stays on their records.
What managing the programme properly gives you
Partner programmes are usually either neglected or over-administered.
Consistent terms
Tiers mean two partners at the same level cannot end up on different arrangements.
Faster onboarding
An application workflow removes the email chain that usually precedes a partner going live.
Honest reviews
Shared numbers mean a performance conversation is not an argument about data.
Clean exits
Offboarding that retains clients removes the biggest risk in any partner relationship.
FAQ
IB management: common questions
5 short answers to what teams ask before a demo.
Through your own client area, providing the information you require. Applications arrive in an approval queue with any existing relationship to your brokerage already visible to the reviewer.
The commission plan, payout schedule, portal capabilities and whether the partner may onboard sub-partners. Terms follow the tier, which keeps partners at the same level consistent.
No. A new plan applies from the next qualifying event. Commission already accrued keeps the terms it was earned under, which avoids disputes about restatement.
They remain your clients. Offboarding stops future commission accrual but does not affect the client relationship, and the historical attribution stays on their records.
Yes, by placing them in a tier of their own. That keeps the model consistent — terms always come from a tier — while allowing genuinely individual arrangements.
Still have a question?
A specialist will answer it directly, with your set-up in mind.
Ask a specialistDesign your partner tiers
Bring your current partner arrangements and we will model them as tiers and plans during the call.