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Do my referral or affiliate partners get automated reports?

See where partner referral reporting lives and what you have to send partners yourself.

Written by Kaylan Pepin

Not automatically. All of your referral and affiliate activity shows up in your own portal, where you can see which enquiries and deals came from each source channel, from creation all the way through to commission. Your partners do not receive automated reports directly, so if you want to keep them updated you would share the relevant numbers from your portal with them. If an affiliate sends you client enquiries through an API source channel, those still flow into your portal report the same way.


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