Partners · 5 capabilities
Channel Partner Network
Give every broker their own scoped view — and settle attribution at registration.
Channel partners bring a large share of bookings and most of the disputes. Both problems come from the same root: partners work outside the system and claim buyers after the fact. Scoping their access and timestamping registration fixes both.
- 01
Partner Onboarding
Agreement, KYC and commission terms captured once, so a new partner starts selling with terms already agreed.
- 02
Mandate Scoping
A partner sees only the projects they hold a mandate for. Nothing outside it is visible to them.
- 03
Buyer Registration
A buyer is claimed before the site visit, on a timestamp both sides can see — which is what prevents the argument later.
- 04
Partner Pipeline
The bookings a partner is working and the stage each is at, visible to them without exposing anyone else's pipeline.
- 05
Performance View
Registrations, visits and conversions per partner, so mandates go to the partners who actually close.
Scoped access, in practice
What a partner sees
- Only their mandated projects
- Only buyers they registered
- Their own pipeline and payouts
- Availability, live
What stays yours
- Every other project
- Direct and other-partner buyers
- Margins and internal pricing
- The full customer record
Almost every channel-partner dispute is a timing dispute. Registering the buyer before the site visit, on a timestamp both sides can see, is what removes it.