> ## Documentation Index > Fetch the complete documentation index at: https://docs.myfundingmachine.com/llms.txt > Use this file to discover all available pages before exploring further. # Read a Partner Record > Understand a single partner: identity details, performance KPIs, their applicants and funded clients, the commission ledger, and CRM deep links. # 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. 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 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 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. Referred contacts still in the pipeline, with stage, decision, credit score, and estimated funding. Applicants tab listing referred contacts still in the pipeline 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 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 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. ## 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.