Affiliate Program
Grow your firm by empowering affiliates to refer clients. Track earnings, manage payouts, and reward your best brand advocates.
What is an Affiliate?
An affiliate is someone outside your firm who refers clients to you. They get a unique referral link and earn a commission for every client they bring in. Affiliates have their own portal within GoRefer to track their referrals and earnings.
Affiliate Onboarding
- 1
Invite an Affiliate
Send an invitation from Recruiting → Invite Affiliate. The invite includes information about your affiliate program terms.
- 2
Affiliate Accepts & Enrolls
They accept the invite, agree to the terms, and complete their profile including payout setup.
- 3
Referral Link Assigned
A unique referral link is automatically created for the affiliate. They can share it anywhere — social media, email, in person.
Affiliate Dashboard
Affiliates have their own view of the platform where they can track their performance:
- Referral count and status breakdown
- Earnings summary and pending payouts
- Unique referral link with copy and share buttons
- QR code for in-person sharing
- Payout history and upcoming payment dates
- Performance tips and incentive details
Affiliate Commission Settings
Configure a separate commission rate for affiliates. You can set a flat rate or tiered rates based on the number of referrals they send.
- Separate commission structure from internal preparers
- Per-affiliate override rates supported
- Minimum payout threshold per affiliate
- Auto-payout on your configured schedule
Recruiting Bonuses
Reward preparers who recruit new team members with a recruiting bonus. The bonus is paid when the newly recruited preparer completes their first referral.
- Configurable recruiting bonus amount
- Trigger conditions: enrollment, first referral, first completed
- Tracking panel showing recruiter and recruit pairs
Affiliate Tracking
Every click, signup, and conversion through an affiliate link is tracked in real-time. Full attribution is maintained even if the client comes back days later.
- Click and conversion tracking per link
- Multi-touch attribution (last touch wins by default)
- UTM parameter support for campaign tracking
- Analytics per affiliate: clicks, conversions, conversion rate