Two console pages bring you clients: Referrals for the businesses you introduce, and Leads for the ones Cando matches to you. They pay different trail rates, both set on the Commission Schedule.

​
Referrals

The Referrals page holds your two ways of introducing a business:
  • Your referral link. Copy it and share it anywhere. A client who signs up through it is attributed to your firm automatically
  • Submit a referral. Enter the business’s name and contact email, and our team verifies the introduction
Below the tools, Your referrals lists every business you’ve introduced: its source (link or form), when it signed up, its status, and your lifetime earnings from it. A referral’s status is Signed up until the client pays their first invoice, when it becomes Activated. Activation starts your referral trail’s term, and with a live attributed Agent Automation it can also trigger the activation bonus.

​
Leads

Leads are businesses Cando has matched to your firm. Each new offer shows the business, what it’s looking for, when it was offered, and when it expires: you have 72 hours to accept before the lead goes elsewhere. Accept a lead and it’s yours to convert; the client links to your firm and your trail starts at the Cando-routed rate. Decline the ones outside your specialty, and they count against nothing. The Earlier list keeps the record: each past lead with its outcome, whether it converted, was declined, or expired.

​
Which rate applies

One referral trail per client, held by the first firm attached. Clients you introduce earn the advisor-sourced rate; accepted leads earn the Cando-routed rate. The trail’s source is fixed when the client links and shown on every earning line.