Onboarding Guide

Step-by-step reference for the Profirmo Referral Partner programme.

How professional onboarding works

Open the dashboard and tap "Onboard professional".
Fill in the professional's name, email, phone and a few professional details.
Tick the consent checkbox confirming the professional has agreed to be contacted by Profirmo for verification.
Submit — the professional is added in PENDING APPROVAL status. Profirmo admin reviews the submission.
When the admin approves, the professional is activated AND commission is credited to you automatically.
When the admin rejects, the rejection reason appears next to the row on your dashboard. Commission is NOT credited.

Only onboard professionals who have personally agreed to be contacted by Profirmo. Submission without consent is a breach of these terms.
On the onboarding form, tick the consent checkbox: "I confirm that the professional has agreed to be contacted by Profirmo regarding registration."
Profirmo may contact the professional directly to verify the details you submitted. If the professional denies consent, the onboarding will be rejected and may count as a misuse.

Commission is credited only after admin marks the professional APPROVED.
Pending or rejected professionals do NOT earn commission.
Re-approval after a clawback updates the same commission row — you are never paid twice for the same professional.
Commission amount comes from the platform setting at the time of approval.

Fraudulent submissions or any form of misrepresentation about the professional.
Duplicate professionals — the same person was already listed on Profirmo before your submission.
Verification failures — the professional's identity, registration, or credential verification fails after the initial approval.
Self-referrals or onboarding immediate family / household / entities you control purely for commission.
Clawback applies up to 90 days after the original approval. The amount is debited from your available balance; a negative balance is settled against future commission.

Your dashboard tracks earned, paid, pending, and available balance separately.
A payout request reserves the amount from your available balance until admin resolves it.
Minimum and maximum payout amounts are configured by admin; the dashboard always shows the current values.
You can have one in-flight request at a time. Cancel the existing pending one to submit a new amount.
Approved payout requests are normally processed within 7 business days (excluding bank / gateway settlement time).
Once admin marks a request paid, your available balance drops by that amount; the request appears under "Paid".

Submit accurate, current, verifiable details for every professional.
Do not submit duplicate, fake, or low-quality leads — they will be rejected and may lead to account block.
Do not onboard yourself, immediate family, household members, or entities you control solely for commission. This is treated as fraud (see clawback section).
Do not share your account credentials. Your phone number is your partner code and identifies every onboarding to you.
Respect the professional's consent — only onboard people who have agreed to join Profirmo through you.

Commission per approved professional: configured by admin.
Minimum payout amount: configured by admin (dashboard shows current value).
Maximum payout amount per request: configured by admin (dashboard shows current value).
One pending payout request at a time per Referral Partner.
Payout processing SLA: 7 business days from admin approval.
Admin can approve, reject, hold, or mark a payout paid at their discretion (subject to the dispute-resolution process in the terms).