Send referral link to newly added advisor records

Your advisor records often don't get a referral link, leaving referrers unable to share offers and delaying bonuses. Advisors receive links instantly so coordinators can track referrals same day.

Overview

Advisor entries that miss a referral link stall outreach and push incentive reconciliation into manual work. This flow delivers unique referral links to new advisors immediately, so program coordinators can track referrals and reconcile bonuses the same day.