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Enter your email and we will send you a six-digit code. No password to remember or lose.
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Your dashboard
House console
Visible only to you| Client | Progress | Owner | Next step | Updated |
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Nothing here.
Who can see this
The house console, this client list included, is visible only to these accounts. Each signs in at this page with their own email.
Partners
Everyone in the program. Change an upline to move someone under another partner — it applies to future companies only. Deals already on the books keep the line they were credited under.
| Partner | Upline | Referred | Pending | Earned | Paid | Balance |
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Companies
Every company that has come in, and who brought it. Record a deal against one to credit the partner and their upline.
| Company | Contact | Partner | Status | Estimate | Scoping | Deals |
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New deal
Enter what Vellum earned from each side. The split is calculated from your commission rules and frozen onto the deal when you save it.
Scoping forms
The online version of the scoping questions. Send a company its own link from the Companies tab so the answers attach to it, or use the general link below. Every submission is also emailed to you.
| Received | Company | Contact | Fit |
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No submissions yet.
Deals
Mark a deal closed once the money is collected — that is what moves partners' commission from pending to earned. Void removes it from every total.
| Date | Company | Type | Commission | Split | Status |
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Record a payout
This records a payment you have already made. It does not move money.
Payout history
| Date | Partner | Method | Reference | Amount |
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Commission rules
How each deal's commission is divided. Changes apply to deals you record from now on; deals already saved keep the rules they were made under.
Add your name
So the partner who invited you, and anyone you invite, sees you by name rather than a code. It is also the name we give a business when we tell them who sent us.
Your referral link
Anyone who arrives on this link is credited to you for 90 days.
Your referrals
Every business you sent us: who to talk to there, where it stands, and the estimate it got on our site. The estimate is a rough range, not an offer; the real figure comes from the buyer.
| Business | Status | Sent | Estimate | Fee |
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Nothing yet. Share your link, or hand us a name and we will make the approach ourselves.
Your deals
Every licensing deal you are credited on, including repeat licenses on companies you brought in. Pending means agreed but not yet collected; it becomes earned when the deal closes.
| Company | Type | Your role | Status | Your share |
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No deals yet. They appear here the moment a company you referred signs.
Payment history
| Date | Method | Reference | Amount |
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No payments yet.
Your team
Partners who joined on your invite. You earn an override on deals they close — never on the fact that they joined.
| Partner | Joined | Referred | Earned you |
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No one yet. Send the invite link to someone who knows business owners.
Your team's referrals
Every business your team has brought in, who brought it, and where it stands. The contact stays with the partner who made the introduction.
| Business | Status | Sent | Estimate |
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Your details
Used to pay you and to tell a business who sent us. We collect a W-9 before the first payment.