Partner portal · invite only

Refer clients to OPEN2 Finance, earn 25%.

A white-labelled portal for our estate agency partners. Submit referrals, track every case from Fact Find to Completion, message our advisors, and see your commission in real time.

Accounts are set up by the OPEN2 Finance team. Contact us to add your agency.

Built for estate agency partners

Every agency gets a branded workspace with their own logo, staff list, and case pipeline.

Branded workspace

Your agency's logo and name across the portal. Your staff, your team, your cases.

One-minute referrals

Send a client to us in a few clicks — name, contact details, and which staff member sent it.

Live case tracking

Follow every case through Submitted, Fact Find, AIP, Application, Offer and Completed.

Per-case messaging

Chat with the OPEN2 team directly against each case. No lost email threads.

25% commission

Earn 25% of the total case value on every completed case.

Only OPEN2 sets values

Case values are locked and only editable by OPEN2 — no accidental changes.