Welcome to the FileForms Referral Partner Resource Hub! This page is designed to provide reference materials and answer your questions pertaining to BOI reporting and the FileForms process. Browse below to review FAQs, learn about our Partnership Portal, lead submission process, and download reference materials. If you have any questions, please contact your Partner Services Representative, who is quick to respond!
You’ll also have access to our Partner Services team to support you every step of the way!
The Partner Portal contains tracking for all leads, filing status, future commissions, and previous payment history with marketing assets for co-branded/white- labeled campaigns and education
Strategize with Partner Service Representative to fully utilize partnership resources to drive a successful outreach campaign and help make clients become aware of their BOI reporting requirements