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This FAQ consolidates the most common Referral Partner Application questions into one place. Each question links directly, so you can share a specific answer with a colleague. Where a task has its own full guide, the answer links to it.

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What is the Referral Partner Program?

We know that we offer services that a lot of businesses can use. We provide a full-service platform that businesses can use to help consumers pay for the products and services they buy, as well as facilitate the funding and purchasing of these accounts. We also know the value of people and relationships. That’s what our referral partner program is all about. Not all businesses will qualify as a lead because we might already know them, or they might not enter into a deal with us. Generally speaking, this no cost program is meant to create the opportunity of a payment incentive for Qualified Leads* you bring to us. *a “Qualified Lead” is a specifically defined term in the referral agreement that refers to the leads you provide whose criteria are met and that qualify for payment.

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Who can become a Referral Partner?

Both individuals and businesses can become Referral Partners once they agree to the Referral Partner Agreement and meet UAS program requirements.

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Can I submit the same lead to multiple companies?

Once a lead has been submitted to UAS, it cannot be referred to another company while it is active in our system.

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Does it cost anything to join the Referral Partner Program?

No, there is no cost to join the Referral Partner Program.

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What exactly are the standards that a business has to meet to be pre-qualified?

When you submit a lead, the first thing we will do is make sure we don’t already know them by seeing if they are already a client or have already done business with us, been submitted to us by another referral partner, or that they don’t work with one of our affiliates. Once this process is complete, we will let you know if your lead is pre-qualified.

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How are referral fees calculated?

Referral fees vary based on the type of business the lead does with us. The standard rates are outlined in the business referral agreement with more detail. Generally speaking, referral fees are calculated as a percentage of the accounts generated by each qualified lead with adjustments for payment-related corrections.

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When are referral fees paid?

As you can imagine, we need to know how to pay you, but payments for Qualified Leads are paid on the 15th of each month for fees earned during the previous month.

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Where can I view my referrals and payments?

You can monitor leads, Qualified Leads, and monthly referral fee payments through the Referral Partner Portal.

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Can I keep receiving referral fees if I leave the program?

Yes. As long as you exit the program without breaching your Agreement, you will continue to receive referral fees for Qualified Leads that were active before termination while their Agreement remains active.

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Does one lead have to be accepted before I submit another?

No, you can submit multiple leads at once.

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Do I have to be a client/participant in one of UAS’ programs to be a referring partner?

No, the referral program is open to anyone.