Referrer Portal
The referrer portal is Bitment's planned partner surface for the people and firms who send clients your way: outside advisors, partner firms, and other introducers who aren't part of your team. Today, it's a preview: the door is built, but the rooms behind it aren't furnished yet.
Where to find it
A referrer signs in and lands in their own partner portal, separate from your firm's operator workspace and separate from the client portal. If you're setting up a referrer relationship today, they'll see a preview home describing what's coming rather than working tools.
Key concepts
- Referrer: a person or firm outside your own firm who refers clients to you. Distinct from an operator (your team) and a client (who you serve).
- Referred engagement: a client relationship that started from a referrer's introduction.
What's available now
The referrer portal currently shows a preview of what's coming. The planned capabilities appear as disabled, "Soon" rows in the portal's navigation, so a referrer can see what to expect without being able to use them yet.
Coming soon
The following are planned but not yet built:
- Track referral progress: a referrer will be able to see how a client they referred is progressing through your firm's engagement.
- Price estimates: a referrer will be able to generate a price estimate for a prospective client before making the introduction.
- Share client data: a referrer will be able to share information about a client with your firm to start the engagement warm, instead of you starting from scratch.
None of these are functional today. Treat this page, and the referrer portal itself, as a preview of the direction, not a current feature set.