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Module · Agents and partners

Give every agent a portal, not a spreadsheet

Recruitment agents and referral partners submit applications, follow their progress and see their commission position in one partner dashboard, while your team keeps control of every record.

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SCREENSHOT SLOT · platform-agents-partners-hero
Live in Elvis ERP
Partner dashboard
Sample data
Referrals this intake
[00]
Applications in review
[00]
Offers issued
[00]
Commission accrued
[00]
In the product

See Agents and partners the way your team will

Every screen is built for the people who use it every day. This is the working view, not a mock-up.

  • Role-based views
  • Live data
  • Works on mobile
SCREENSHOT SLOT · platform-agents-partners-tour
Capabilities

Recruit through partners without losing control

Partner portal Each agent or partner gets their own login to submit students and follow their progress. About portals
Referrals tagged to source Every referral carries its partner, so credit is clear from the first enquiry to enrolment.
Application tracking Partners see the stage each application has reached without emailing your team to ask. Admissions pipeline
Commission rules Define commission by partner, programme or campus, and the event that makes it payable.
Commission invoicing Generate commission invoices and statements from confirmed enrolments and send them to finance. Fees and finance Partner performance Compare partners by referrals, applications, offers and enrolments to decide who to invest in. Reports and analytics
Tracking

Applications partners can follow themselves

Fewer status emails means more time on the students who need help. Partners see their own applications and nothing else.

  • Stage-by-stage status from submitted to enrolled.
  • Document requests and reminders sent to the partner and the student.
  • Notifications by email or WhatsApp when a stage changes.
  • Role-based access keeps each partner to their own referrals.
How access control works
Referral applications
Sample data
Submitted 2
Applicant A
Applicant B
In review 1
Applicant C
Docs due
Offer 1
Applicant D
Enrolled 1
Applicant E
Paid
Commission

Commission invoiced from confirmed enrolments

Commission becomes payable when the condition you set is met, for example a confirmed enrolment. Finance sees exactly what is owed and why.

  • Rules per partner, programme or campus.
  • Invoices and statements ready for the partner and for your finance team.
  • Postings to your general ledger through the accounting integrations.
  • A clear trail from referral to payment for audit.
Accounting integrations
Commission invoices
Sample data
  • Partner A, current intake Invoice sent to finance Paid
  • Partner B, current intake Awaiting enrolment confirmation Pending
  • Partner C, previous intake Query raised by partner Review
  • Partner D, current intake Statement generated Ready
How it works

From partner onboarding to payout

01 Onboard the partner Create the partner account, set their programmes and campuses, and agree the commission rule.
02 Partner submits referrals Applications and documents come through the portal and join your admissions pipeline.
03 Track and support Your team reviews, requests documents and issues offers. The partner watches progress live.
04 Invoice and pay Confirmed enrolments trigger commission invoices that finance approves and pays.

Related modules and pages

Admissions and CRM Referrals join the same pipeline as your own enquiries. International students Agents are central to overseas recruitment, offers and visa tracking. Fees and finance Commission invoices sit alongside student fees. For admissions and marketing How recruitment teams manage channels and partners. Partner with Elvis ERP Interested in partnering with us rather than recruiting for an institution? Platform overview See how partner management fits with the rest of the platform.
FAQ

Partner management questions

Can a partner see other partners' students?
No. Role-based permissions limit each partner to the referrals they submitted.
Can commission differ by partner or by programme?
Yes. Commission rules are configurable, including the event that makes commission payable.
Do partners need an app?
Partners use a web portal. [CONFIRM PARTNER MOBILE ACCESS]. The Elvis Connect apps are for teachers, students and parents.
Can we work with partners in several countries?
Yes. Currency, terminology and dates can be set for the region, and each partner sees only their own records.

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