One short form. We route you.
Tell us who you are and we send you to the right track. A person on our team reads every application. Advisers, setup partners and customers hear back within 1 business day. Agencies get a call.
- Refer an ownerYour link, sent by a person.1 day
- Trusted adviserTwo questions, then a person approves.1 day
- Setup partnerYour experience, then the course.1 day
- Agency Back OfficeA 30-minute call.2 days
- Operator LaunchNot open yet. Join the list.Not open
Application in.
A person on our team approves it within 1 business day and sends your referral link.
- Your link comes from a person on our team
- See every owner you referred and where they stand
Application in.
A person on our team approves it within 1 business day and sends your partner link and dashboard sign-in.
- Paid as: 20% for 12 months
- Your claim lasts 90 days per owner
Application in.
A person on our team approves it within 1 business day and sends your partner link, dashboard sign-in and the first certification steps.
- A short course
- 3 go-lives with our setup lead beside you
- Then $300 per go-live
Application in.
We'll reply within 2 business days to set up a 30-minute call.
- On the call: your clients, your brand and which package fits
- Bring your logo and domain
You're on the list.
We've added you to the list for Operator Launch. We'll write when it opens.
- No price, dates or promises until it opens
- A person reads every name on the list
What each track sees next.
The last screen of the form, by track. A person reads every application, so nothing here is instant.
Application in.
A person on our team approves it within 1 business day and sends your referral link.
- Your link comes from a person on our team
- See every owner you referred and where they stand
Application in.
A person on our team approves it within 1 business day and sends your partner link and dashboard sign-in.
- Paid as: 20% for 12 months
- Your claim lasts 90 days per owner
Application in.
A person on our team approves it within 1 business day and sends your partner link, dashboard sign-in and the first certification steps.
- A short course
- 3 go-lives with our setup lead beside you
- Then $300 per go-live
Application in.
We'll reply within 2 business days to set up a 30-minute call.
- On the call: your clients, your brand and which package fits
- Bring your logo and domain
You're on the list.
We've added you to the list for Operator Launch. We'll write when it opens.
- No price, dates or promises until it opens
- A person reads every name on the list