Agent Sign In
Sign in with your agent account. First-time setup: create the first account with the bootstrap key.
My referral link
Every application submitted through your link lands in your book of business.
Every application submitted through your link lands in your book of business.
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0
Total Files
0
In Underwriting
0
Docs Requested
0
Approved / Funded
0
Declined
| Reference | Client | Service | Submitted | Status |
|---|
ACP-0000
Saved — the client portal now reflects this update.
| Client | Reference | Service | Status | Payable | Paid | Lifetime |
|---|
Client 360 — full file at a glance
Clients listed here came through your referral link or were assigned to you. Amounts are fee payouts recorded on each file.
Earnings this year · statement · referral code
Residuals & fees recorded on your book, by month
Pending next payout: $0
Referral code: —
$0
Payable This Period
$0
Paid This Period
$0
Year to Date
0
Fee Records
| Ref | Period | Type | Amount | Status | Updated |
|---|
Record / adjust a fee
Saved — logged in the change record below.
Sub-agent payout runs
Payouts — transparent trail (pending → approved → paid)
| Agent / Period | Total | Status | Method | Reference | Paid at | Action |
|---|
Fee change record — who changed what, and why
| When | Ref | Period | Amount | Status | Reason |
|---|
Select an application above to manage its verifications and processor placements.
Team & Sub-Agents
| 1 |
|---|
Client Accounts
| 1 |
|---|
Processor Reports & Money
Upload processor report
Money in vs payouts
| Revenue in |
|---|
Client & agent communications
| Posted | Announcement |
|---|
Controls — clawbacks · reconciliation · statements · backup
| Agent | Merchant | Period | Amount | Status | Reason |
|---|
| Processor | Month | Expected | Actual | Variance | Note |
|---|
Auto-import CSV statement
Portfolio health — dormant · scorecard · audit · splits
Uploaded reports
| Ref | Merchant | Status | Last billed |
|---|
| Processor | Reports | Revenue | Recon months | Variance | Clawbacks | Clawback $ |
|---|
| When | Who | Action | Ref |
|---|
| Effective | Split | Changed |
|---|
| 1 |
|---|
$0
Processor revenue (ACP) · Period
$0
Year to date
$0
Agent payouts · Period
$0
Year to date
$0
ACP margin · Period
Fees by processor
Book by agent
Payout pipeline
Compliance