For real estate founders: apply referral credits to customer balances

Co-founders at small real estate firms miss referral credits sent by partners, causing tenant account imbalances and refund headaches. It creates balance transactions so finance applies credits.

Overview

Missed referral credits create tenant account imbalances and extra refund work for small real estate firms. This workflow turns partner reward webhooks into customer balance transactions so finance applies credits consistently and billing stays accurate. Customers report faster reconciliation and fewer manual corrections.

Notable Features

Create customer balance transactions
Match rewards to customer accounts
Attach audit metadata for traceability