Partner portal
- Affiliate login and dashboard
- Lead list and lead details
- Callback and welcome emails
Built for your brokerage
IB and affiliate management for brokers.
A partner portal and API for the networks that send you clients.
- White-label
- Your brand stays visible
- Configured
- For your operating model
- Connected
- To the BrokeraTech stack
Your brokerage, connected
Give partners visibility while your brokerage keeps control.
Affiliates log in to their own portal to follow their leads, while your team manages networks, funnels and incoming lead API traffic from the CRM.
Affiliate networks
From partner traffic
to a shared view of progress.
Connect live traffic, CPL campaigns and other lead sources to your brokerage. Our team helps connect each affiliate through the API.
Partner networks API connection Private partner access
Know where every lead comes from.
Track partner networks, funnels, deposited leads and conversion from your CRM.
Product capabilities
IB & affiliates, built around your operations.
Management
- Affiliate networks and funnels
- Lead API with request logs
- Affiliate reporting in the CRM
How it fits
Put ib & affiliates to work.
- 01Connect
Receive partner leads through managed funnels and API traffic.
- 02Attribute
Keep each lead connected to its network and source.
- 03Report
Give partners and brokerage teams clear performance visibility.
Built around your brokerage