Residual Genius

Referral program

Refer and Earn audit credits

Know another ISO agent who reconciles residuals in spreadsheets? Share Residual Genius. When they complete their first audit, you both earn audit credits. No inflated claims, no fake social proof, just the terms that run in the product today.

Audit your first report freeSign in for your referral link

How it works

  1. 1. Create your accountSign up free and open Refer & Earn in your dashboard to copy your personal signup link.
  2. 2. Share with another agentSend your link by email, SMS, or any channel you already use with ISO partners.
  3. 3. They sign up and auditWhen they complete their first full residual audit, the referral qualifies.
  4. 4. Credits grant automaticallyStandard tier: you receive 3 credits, they receive 1. Power affiliate tier: 5 credits for you.

Your first audit is free

  • One free audit on any processor format
  • Map your Schedule A once, then reconcile every line item
  • Then $147/mo Agent unless you cancel before your first charge

What we do not promise

  • We do not pay cash referral bounties today. Rewards are audit credits in the product.
  • Subscription and recovery revenue-share payouts are tracked but not enabled yet. Referral credits are live now.
  • You never see a referred organization's portfolio, uploads, or variance totals. Status counts only.

Referral FAQ

When does a referral qualify?
When the referred organization completes their first full residual audit. Signup alone does not qualify; we reward completed value, not clicks.
How many credits do we each receive?
Standard referrers receive 3 audit credits when a referral qualifies. Power affiliate tier referrers receive 5. The referred organization receives 1 credit.
Are subscription or recovery revenue shares active?
Not yet. Referral audit credits are live today. Subscription and recovery revenue-share payouts are tracked in the earnings ledger for a future release.
Do I see my referral's portfolio data?
No. You see referral status counts only (pending, activated, qualified). Referred organizations' uploads and financial data stay isolated.

Already signed in? Open your referral dashboard

New here? Start with a free audit

No upfront payment. Start your first audit free, then $147/mo. Cancel anytime in one click.

Audit your first report free