Partner Platform - Partner Functionality

When first logging into the Partner Platform, partners will see their dashboard showing key reporting on how many referrals they have received and their statuses.

From the referrals tab, partners can see a list of each referral they have received and can click the three dot menu on the right to view a more detailed breakdown of the referral.

From an individual referral page, partners update the status of their referral. Any changes made to the status here will automatically update in your Street account, showing a notification and adding a log in the activity stream. Additionally these changes are what will affect commission amounts being earned by your agency for the referral.

Partners can also add notes, choosing whether this should be a private note (and only stored on their partner platform) or if it should be shared with the referring agency.

Any notes shared with the referring agency will show in the activity stream of the client, for example on their sales applicant page.

Depending on the partner's commission settings, when updating the referral status they will see the information regarding to the commission owed. For example having a commission of £50 on application setup and changing the status of a referral to any of the 'application submitted' options will show the £50 commission owed to the partner.

From their settings users can amend any of the settings they entered when setting up their Partner Platform account.

At the bottom left of the Partner Platform there is an option to 'Give Feedback'.

Partners can use this option to contact the Street Partner Platform support team directly with any questions they have or any feedback they want to share.