Acquisition

Brokerage affiliate API integration guide

Connect affiliate traffic to your brokerage CRM. Plan lead fields, network and funnel tracking, API testing and partner portal access with this practical guide.

BROKERAGE WORKFLOWSBROKERATECH PLATFORM
Broker CRM affiliate network table with campaign funnels and demo lead activity

Keep the traffic source visible

Create a network for each affiliate relationship and use funnels to distinguish campaigns. Whether you arrange live traffic, CPL or another model, agree the commercial terms with the partner and keep the lead source traceable.

Plan the API connection

Our team helps connect the affiliate to the broker through the API. Agree the lead fields, country formats and funnel identifiers, then test with fictional records before sending traffic.

  • Confirm required contact fields and consent handling
  • Map the affiliate network and campaign funnel
  • Check assignment, response handling and duplicate behaviour

Give partners the right view

The private affiliate portal lets a network see its own leads and comments. Review access settings and the information visible to the partner. Keep internal brokerage operations in the broker CRM.

Test lead delivery before sending live traffic

Send fictional records through the agreed API connection and follow each record into the CRM. Check both successful delivery and rejected requests, so the affiliate knows when to retry and when to correct the submitted data.

  • A valid lead appears under the correct network and funnel
  • Missing fields and duplicate records produce the agreed response
  • Assignment rules place the lead with the intended team
  • Partner access does not expose another network’s leads

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