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For referral partners
Set Up As A Referral Partner
Two quick steps and you’re ready to earn referral fees.
Step by step
6 steps
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Step 1 of 6
You start your setup as a referral partner — three quick things: your W-9, how we pay you, and how you send us business.
NextAdd your W-9.
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Step 2 of 6
You upload your W-9, so we can pay your referral fees and report them correctly — you can also skip this for now.
NextTell us how we pay you.
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Step 3 of 6
You add a bank account — you can also do this later. This is where your referral fees land.
NextEnter it by hand.
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Step 4 of 6
Entering it by hand takes your bank name, routing and account numbers, the name on the account, and whether it’s a personal or business account.
NextFill it in.
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Step 5 of 6
Once it’s filled in, you save it — this account is where your referral fees land.
NextYou’re set.
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Step 6 of 6
You’re paid a referral fee, never a commission — that’s simply what the money is called when it’s earned by sending business, rather than selling it.