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Read a Partner Record

A partner record answers three questions: who is this partner, what have they sent us, and what do we owe them. Everything here is read from your CRM — to edit names, statuses, rates, or payouts, use Open in CRM and change them at the source.
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1. Open the record

Click a partner in the directory: identity on the left, KPIs on top, tabs below.
A partner record showing identity, KPIs, referral assets, and the referral funnel
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2. Check the identity panel

Name, status, affiliate ID (with copy button), email, phone, partner-since date, and campaigns. Copy the affiliate ID to find the partner in your CRM or reference them to support — it is an internal record ID, not their referral code.
Partner identity panel with affiliate ID, email, phone, partner since date, and campaigns
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3. Read the KPIs

Partner KPIs for lifetime commissions, pending payout, applicants referred, and client conversion
  • Lifetime commissions — everything recorded, with the commission count.
  • Pending payout — owed but unpaid.
  • Applicants referred — referred contacts, and how many became clients.
  • Client conversion — referred contacts that funded, as a percentage.
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4. Open "Applicants"

Referred contacts still in the pipeline, with stage, decision, credit score, and estimated funding.
Applicants tab listing referred contacts still in the pipeline
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5. Open "Clients"

Referrals that funded, with the agreement-signed date and amount. A dash means no value yet — not a broken referral.
Clients tab listing referred contacts that funded, with amounts
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6. Open "Commissions"

The full ledger — date, contact, campaign, amount, paid or pending — with totals on top and a paid/pending filter.
Commissions tab showing the full commission ledger with paid and pending totals
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7. Use "Open in CRM" when you need the source

Jumps to the partner’s contact record or Affiliate Manager in a new tab — for editing the partner, changing rates, or recording payouts.
The Open in CRM menu with contact record and Affiliate Manager destinations
The Overview tab also shows the referral funnel — Referred → Applicants → Converted to clients with conversion percentages — and View all shortcuts into the matching tabs. Referred contact names link through to their full applicant or client record.

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FAQ

The commission is not linked to a contact Funding Machine can find — recorded against a contact that doesn’t exist in this account, or missing the contact link on the CRM record. Setup & health → Health → Lead linking reports how widespread this is.
Any funding signal moves a referral to Clients: a client pipeline record, a funded plan, a completed funding agreement, or a processing submission.
No. The ledger is read-only; manage amounts, statuses, and payouts in your CRM’s Affiliate Manager and the next sync brings the change over.
The record shows the first 100 linked contacts, so counts with a + are a floor, not an exact total.