Partner workspace
Referral & partnership workspace
Operational pathway for banks, advisers, developers and diaspora networks — enquiry tracking stages, submission standards and by-invitation deal rooms.
In brief
What is the Bhenito partner workspace?
The partner workspace is the operational layer of the referral programme: introduction stages, submission standards and status pathways. Authenticated deal rooms remain by invitation. It is not a public CRM login.
Referral lifecycle
1. Introduction
Partner submits organisation profile and intended collaboration model.
2. Qualify
Bhenito confirms role separation, client segment and diligence fit.
3. Activate
Written terms (where required), education materials and enquiry routing live.
4. Refer / submit
Client introductions or opportunity submissions follow agreed templates.
5. Report
Status updates on referrals; authenticated deal rooms by invitation.
Submission checklist
- Organisation name, jurisdiction and primary contact
- Client segment or opportunity type
- Whether you retain the client relationship
- Any regulated permissions relevant to the introduction
- Preferred reporting cadence for referral status
Capability status
Public partner programme
AvailablePartnership enquiry and institutional overview.
Open →Referral status pathway
AvailableRequest status on an introduced client or opportunity.
Open →Opportunity submission
AvailableScreening intake for developer / operator inventory.
Open →Authenticated deal rooms
By invitationSigned-in shell lists rooms assigned to your account — empty until invited.
Open →
Partnership does not imply regulated advice authority. Undisclosed commission arrangements are not permitted. Clients must receive clear risk framing and independent advice where required.