Partner dashboard

Grow through trusted relationships.

A partner dashboard stays intentionally lightweight. Partners receive referrals and manage their professional presence without taking on realtor app workflows.

Referral Inbox

Referral workflow

Portal only
New

Your referral network starts here.

When a realtor sends a referral, it appears here.

Waiting
Accepted

Accepted referrals will stay close.

Keep the next step visible once a relationship begins.

Clear
In Progress

Active referrals will appear here.

Use this lane after you start helping the referred client.

Clear
Completed

Completed referrals become your history.

Finished referrals help preserve relationship context.

Clear

Start with your profile.

Approved profiles unlock the invite link, QR code, Wallet card, and referral inbox.

Network card

Professional profile

Category, company, markets, QR, and Wallet card.

Apple Wallet Network Card

Ready after approval

Invite link

Available after partner approval.

Your referral network starts here.

Referral history

Partner activity will appear here.

Connection requests

Starts after activity.

Growth summary

Business analytics

Basic, not noisy.

Referral history

Used for earned visibility, not public ranking.

Repeat referrals

Used for earned visibility, not public ranking.

Profile completeness

Used for earned visibility, not public ranking.

Response activity

Used for earned visibility, not public ranking.