You're officially in! Our attorney-backed platform helps your clients stay protected—and helps you earn more with less effort.
Watch this short onboarding video to learn how to refer clients, track commissions, access their documents, and ensure they stay compliant. You'll also see how your branding shows up in every step of the process.
Your dedicated account manager is always here to help, but this quick walkthrough will get you up and running fast.
Hit play, start referring, and start earning.
For more details book time with your account manager, Dave Davies below.