Access tiers, integration models, and the onboarding process for organizations seeking to leverage funding intelligence infrastructure. Data sharing frameworks and compliance requirements.
Partner access is tiered by volume, integration depth, and operational requirements. Each tier includes progressively expanded capabilities and support structures.
Entry-level access for partners testing platform fit. Manual submission, basic tracking, standard commission structure.
API access and dashboard visibility for partners with established volume and technical integration capability.
Full platform deployment with white-label options. Custom integrations, dedicated resources, SLA commitments.
Onboarding follows a structured sequence to ensure proper configuration, compliance verification, and operational readiness before live submissions.
Initial application review. Business verification, volume projections, and integration requirements assessed. Tier assignment based on profile.
Partner agreement execution. Compliance documentation, data handling protocols, and regulatory acknowledgments completed.
Portal access provisioning or API credential issuance. Integration testing in sandbox environment. Webhook configuration if applicable.
Platform training sessions. Documentation delivery including submission guidelines, product parameters, and escalation procedures.
Production activation. Initial submission monitoring with elevated support. Performance review at 30/60/90 day intervals.
Partner integrations operate within defined data handling and regulatory compliance parameters. Requirements apply across all tiers.
Lead data transmitted via encrypted channels. Storage compliant with applicable data protection regulations. Retention policies documented in partner agreement.
Partners responsible for obtaining appropriate consent from applicants. Required disclosures provided via platform templates or partner-managed equivalents.
Platform operations structured to support partner compliance with applicable federal and state lending regulations. Partners maintain independent compliance obligations.
Transaction logs maintained for audit purposes. Reporting available for partner compliance requirements. Annual review of compliance framework.