Initial Email Setup
Once you have invited a partner in your Street account, they will receive an email asking them to accept the invitation.
Alternatively, they can enter their invite code on this page: https://partners.street.co.uk/redeem-invite if they misplaced the email.
Accepting the invitation will begin their Partner Platform account set up where they will initially enter their contact details and setup a password. Following this, they will receive a verification email that they need to click to verify.
Once verified they can begin their account setup.
Note - Currently only mortgage brokers are supported by the Partner Platform, so this help article focuses specifically on financial services.
Step 1 - Create organisation
The first step for a partner to set up their Partner Platform account is to select the type of organisation (limited, partnership etc) and enter their company details.
Step 2 - Types of Services Offered
Next, they need to select what services they offer. Currently only mortgage brokers are supported by the Partner Platform with more services to be added over time.
Step 3 of 6 - Mortgage Brokerage Profile
Next they need to set up their profile by selecting what type of mortgage broker they are, what CRM they use as well as their company display name, logo and description.
Step 4 of 6 - Agent Commissions
Next they need to select how/if they pay your agency commission for referrals. If you have an agreement on commission the partner should enter the details here, choosing between commission being given on referral (when they receive a referral from your agency), on application (when they submit a mortgage applicant for the client) or on completion (when the sale and mortgage process is complete).
Partners can select any / all of these options and enter how much they pay in commission.
If they selected any additional services on step 2, they can also enter commission details for these services if relevant.
Step 5 of 6 - Billing
Next they need to set up their billing details. The Partner Platform is £39 +VAT per seat, per month (paid for by the partner) with a free 60 day trial so they can see how the partner platform works. They can select how many seats they require, and what the price will be at the end of the free trial.
Following the trial, their account will auto renew and start charging unless they cancel ahead of the renewal date. The partner will be notified when the trial is nearing its end.
Step 6 of 6 - Invite Teammates
If the partner has selected multiple seats, they can invite additional team members here.
And that's it! Your partner is now set up with their Partner Platform account and can begin using it to manage their Street referrals!
For more information on how the Partner Platform works, see this help article.
Street is constantly being updated. This can mean that some of these articles become slightly out of date. If you spot something that looks a little bit different to your Street account, please let us know on the live chat so we can get it updated!