Drive business from your trade association and bank referral partner channel by making it easy for them to do business with you. P2's Referral Partner Portal makes it easy for them to send you leads, get status updates, and view their residuals. Your partners will see your brand each time they log in. They will see the status of the leads they sent you and can view any special notes or attachments. They will see how you are handling their customers and what their residuals are. Use the Referral Partner Portal to build strong partnerships and attract new ones. View Tutorials |
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Build Your BrandDon't miss an opportunity to leverage your brand. We configure your Referral Partner Portal with your logo and colors and add marketing messaging if needed. Your brand builds each time your referral partners log in to the portal. Your professional presence to partners helps you differentiate and compete with larger entities that have heavy investment in external-facing tools. |
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Capture LeadsProvide referral partners tools for entering referrals that go into P2 and can be routed to the sales team. You can offer a portal where the user logs into to enter a referral or a simple landing page where an anonymous user can enter a referral. |
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Provide VisibilityWith POS Portal's Sales and Partner Portal you can easily keep your partners informed of deal status, pends, and other day‐to‐day goings on with deals. You can provide dashboard reporting, pend alerts, and SLA reports. Email notifications can be configured to go out upon any status update. |
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Residual PayoutsYou can upload your residual files from your processors, calculate payouts, and then display the payouts to your referral partners. Partners can login to view their monthly residuals and see their residual history. Drill downs can be at the highest summary level or more detailed if needed. |
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