Partners
You work on someone else’s deal.
Funding it, placing it, or advising the business behind it — the application is the same object either way. Pick the door that matches the job and the portal leads with the surfaces that job uses.
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You can create and certify packages inside your own organization, and call capabilities against them. You cannot yet pull a package from another organization — that path does not exist, so there is no inbound queue today.
Read moreYou are the back office, and it does not scale.
Intake and Processor are built and ready. Intake ends in a signed package you can send; review Processor setup and the published runtime requirements before deployment.
Read moreYou assemble the numbers, then someone re-keys them anyway.
Intake works today and a practice can run it for a client. There is no multi-client workspace: each client organization is its own tenant, so you switch between them rather than seeing a book of business in one view.
Read moreIf your business is introductions, talk to us first.
Marketeer is built and ready for campaign work. Dedicated referral onboarding and a referral tracking portal are separate capabilities; contact us to discuss your introduction workflow and the right setup.