Referral platform with agent dashboards, lead management, payouts, and an admin panel. Full onboarding flow with document signing.
Umbrella is an all in one tech agency and required a referral platform to drive more client acquisition through networking.
This platform enables users to be invited by an admin using a magic link received by email. Using this magic link they are able to start the onboarding flow. The onboarding first requires them to provide some personal details, with the final stage requiring the electronic signing of 2 documents. One document being an NDA and the other an operating agreement. To achieve this in a robust manner I used OpenSign and setup a listener for their webhook to confirm signature.
Once a user is onboarded they can submit referrals through the portal and track their progress. If a referral was successful they can then track their payout status from the payouts page and see their overall earnings and statistics from a neat dashboard.
Furthermore admins can upload documents for users using the admin panel which stores them in digital ocean spaces. Other general brand related assets can also be uploaded in this same manner.