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Welcome to Your Partner Dashboard!

You're now part of the SmartFlex Agency partner network. Here's a quick overview to get you started.

3 Steps to Start Earning

1

Grab Your Referral Links

Each service has a unique link with your code embedded. Click Referral Links to copy them.

2

Share With Your Network

Send links via text, email, or social media. Every person who completes a deal through your link earns you a commission.

3

Track Referrals & Get Paid

Monitor leads and closed deals right here. Your account manager records commissions as deals close — no chasing required.

Your 4 Partner Services

🏥 SmartFlex Medicare
🏠 Apex Home Capital
🏢 DSCR360
💼 Foreclosure Recovery Agent
🤝 Partner Program
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Partner Sign In

Enter the email and referral code from your welcome email

Don't have an account? Apply to Join →
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Become a Partner

Earn commissions across our family of services

🏥 SmartFlex Medicare 🏠 Apex Home Capital 🏢 DSCR360 💼 Foreclosure Recovery Agent
Already a partner? Sign in →
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Partner
SF-XXXXXXXX Member since —
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Total Referrals
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Closed Deals
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Total Earned
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Pending Commissions
Commission Structure
Your earning rates across all partner services
My Referrals
Clients referred via your links across all 4 services
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No referrals yet
Share your referral links to start earning commissions
Commission History
Deals tracked and paid by your account manager
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No commissions tracked yet
Your account manager will record deals as they close. Questions? Email partners@smartflexagency.com

📚 Partner Training & Resources

Everything you need to confidently refer clients across all four services. Use these guides to understand each program, identify qualified prospects, and maximize your commissions.

Service Training Guides
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SmartFlex Medicare
25–45% commission tiers
  • What is SmartFlex Medicare and who qualifies
  • How to identify eligible seniors in your network
  • The enrollment process — what clients experience
  • Qualifying conversations: ask about plan changes, cost concerns
  • Commission tiers: 25% (1–5), 35% (6–15), 45% (16–35 clients)
  • Best times to refer: AEP (Oct 15–Dec 7) and SEP windows
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Apex Home Capital
0.5% on closed mortgage loans
  • What Apex Home Capital offers: purchase & refinance loans
  • Ideal client profile: buying, refinancing, or exploring options
  • How to introduce Apex in a conversation naturally
  • What happens after referral: loan officer follow-up within 24h
  • Commission: 0.5% of the closed loan amount (e.g. $300k loan = $1,500)
  • Track status in your Commissions tab once deal closes
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DSCR360
0.75–1.25 BPS on investment loans
  • What is a DSCR loan: no W-2 or tax returns required
  • Target clients: real estate investors, property owners, landlords
  • Loan products: Bridge loans & DSCR term loans
  • Qualification basics: property cash flow covers the debt service
  • BPS tiers: 0.75 (1–5/mo), 1.0 (6–15/mo), 1.25 (16+/mo)
  • How to submit a loan via the DSCR360 CLO portal
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Foreclosure Recovery Agent
25% of company proceeds on closed cases
  • What are excess/surplus funds from foreclosure auctions
  • Who has unclaimed funds: former homeowners after foreclosure
  • How Foreclosure Recovery Agent recovers funds on behalf of clients
  • Your role: refer people who may have lost property to foreclosure
  • Commission: 25% of company proceeds (minus attorney fees) per closed case
  • Timeline: cases can take 60–180 days to close; commission paid at close
Quick Reference Resources
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Your Referral Links
Copy your unique links for each service
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Commission Tracker
View closed deals and pending payments
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Contact Your Rep
Email partners@smartflexagency.com for support
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Commission Structure
Full tier breakdown across all services
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My Referrals
Track every lead you've referred
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Partner Profile
Update your info & upload a headshot
Submit a Referral
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Referral Intake Form
Use this form to formally submit a client referral and ensure it's tracked in our system. You'll receive confirmation once your referral is received.
JotForm Embed
Replace this section with your JotForm embed code.
Example: <iframe src="https://form.jotform.com/YOUR_FORM_ID" ...></iframe>
Pro Tips for Top Earners
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Lead with the problem, not the product. Don't say "I have a Medicare plan for you." Ask "Are you happy with what your current plan covers? Is the cost working for you?" Let the need surface naturally.
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Text converts better than email for warm referrals. Send a short text with your referral link: "Hey [Name], I just found something that might save you money on [Medicare / your mortgage / etc.] — worth checking out: [link]"
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Promote all 4 services to the same person. A homeowner buying a house (Apex) might also be a senior (Medicare) who owns a rental property (DSCR360). Stack your commissions.
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Medicare Annual Enrollment Period is your biggest opportunity. From Oct 15 to Dec 7 every year, millions of seniors can change their plan. Ramp up outreach before Oct 15.
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Questions or stuck? Email partners@smartflexagency.com — your account manager responds within 1 business day.
Partner Profile
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