Standard commission rates on the lifetime value of a customer.
Individuals: 30% on LTV Business: 20% on LTV
R120 per month
The average payout for a business referral.
Individuals: R180 per year (single profile) Business: R120per month (1 Advisor)
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HubSPot CMS
A dynamic advisor portal
Unlock a new level of customer engagement. Provide your team and clients with a life-changing tool that will add real value to their lives and your business.
Onboard or invite Add your clients, or invite them. Choice is yours.
Configure Get your client's profile set up and start uploading documents on their behalf. When you invite them, they will see the magic.
Collaborate With access levels, you are able to collaborate with your clients and see what they see. Achieve estate readiness together.
How it works
Join the program
Submit your application using the link below and we will be in touch.
Promote Lifedocs
Use your affiliate links and unique promo codes to promote our platform via blog articles, email newsletters, banner ads, and other digital content.
Earn commissions
Earn a share of the revenue for every qualifying customer you refer.
You are a great fit if you...
Love Lifedocs
Let the world know about how awesome Lifedocs is, and get paid while doing so.
Provide tech solutions
If you find yourself advising financial advisors on their technology stack. Refer Lifedocs and earn lifetime commissions.
Have connections
Unlock a new revenue stream by introducing Lifedocs to your network, or community.
