Referrals
Referral activity, qualification, and bonus tracking.
| Referring client | Referral | Submitted | Status | Qualification | Bonus | Approval | Payment |
|---|---|---|---|---|---|---|---|
| Marcus Sterling | Jordan & Kim Park | Sep 12, 2026 | Onboarded | Qualified | $150 | Approved | Pending |
| Elena Brooks | Sam Whitaker | Sep 20, 2026 | Contacted | Pending | $150 | Awaiting | — |
| Delgado Holdings LLC | Northline Studio | Aug 29, 2026 | Onboarded | Qualified | $250 | Approved | Paid |
Advisor Side stores workflow and relationship details only — no tax returns, SSNs, IDs, bank details, or document uploads.