Skip to content
Adminless
Menu

Property finance · 2 min read

Replacing WhatsApp referrals with a partner portal built on GoHighLevel.

Edgehill Property Finance is an FCA-regulated property finance broker. We built a partner portal and an admin portal that send referred leads straight into GoHighLevel and show partners their pipeline and commission.

Client
Edgehill Property Finance
Industry
Property finance
Timeline
Aug 2026 – present
Services
Custom softwareGoHighLevel CRM
Platform
Partner portal, Admin portal, Mobile web
Edgehill partner portal: the dashboard with commission paid and pipeline status, then My Leads with each lead's live stage, Commissions, and the partner's referral link being copied.
Partner portal: pipeline, live lead stages, commission and a shareable referral link (prototype, demo data).

The idea

Edgehill Property Finance wins much of its business through referral partners: property educators, investor networks and deal-sourcing platforms. Every referral arrived by WhatsApp or email and had to be typed into the CRM by hand, and partners had no way to see what happened next.

Edgehill Property Finance is an FCA-regulated UK broker arranging bridging, development, commercial and buy-to-let finance. Much of its business comes through referral partners such as property educators, investor networks and deal-sourcing platforms.

The problem

Every referral arrived by WhatsApp or email.

  1. Staff re-typed each lead into GoHighLevel by hand.

  2. Partners couldn't see where their leads were, so they chased the team for updates.

  3. Commission was invisible to partners until someone worked it out.

What we built

A thin portal on top of GoHighLevel, which stays the system of record.

  • Refer a lead

    A short, mobile-first form that creates the contact and opportunity directly in GoHighLevel.

  • Live pipeline

    Each lead's stage syncs from the CRM and appears as one of five simple statuses.

  • Commission engine

    Commission is pre-calculated per deal, confirmed by an admin, then marked as paid.

  • Admin control

    Invite or deactivate partners, set commission rates and manage every lead in one place.

  • Reliable sync

    Every webhook is logged and processed once, and an hourly check catches anything missed.

  • Personal referral links

    Each partner gets a shareable link for WhatsApp and email, protected against spam.

Portals: partner and admin
2
Lead statuses synced from the CRM
5
Automated test files
68
Versioned database migrations
42
Edgehill admin portal: a dashboard across all partners, every lead with its GoHighLevel stage, commission confirmation and the list of referral partners.
Admin portal: leads, commissions and partners in one place (prototype, demo data).
Edgehill partner portal lead list with step progress and stages synced from GoHighLevel, filtered to completed deals and then searched, using demo data.
My Leads: stages synced from GoHighLevel and read-only for partners.
Edgehill portal entry page with separate partner and admin portals, then the partner and admin sign-in pages.
Invitation-only access for partners and admins.
Edgehill partner dashboard on a mobile phone, scrolled from commission to recent leads, then My Leads from the menu, using demo data.
Mobile-first, because most partners refer on the go.

The outcome

What changed for Edgehill Property Finance.

  1. Before: Referrals sent by WhatsApp or email

    After: Partners refer a lead in a short, mobile-first form

  2. Before: Staff re-typed every lead into the CRM

    After: Leads land in GoHighLevel without re-typing

  3. Before: Partners chased the team for updates

    After: Partners follow each lead's live status themselves

  4. Before: Commission worked out when someone found the time

    After: Commission calculated per deal and shown once confirmed

The results

  • Referred leads reach the CRM without re-typing.
  • Partners track their own leads and commission.
  • Partners only ever see commission an admin has confirmed.
  • Every admin action is recorded in an audit trail.

In their words

What the client said along the way.

From the first plan to launch, quoted word for word.

James NaughaltyEdgehill Property Finance

4 comments · Jul – Aug 2026

  1. DiscoverBlueprint approval

    “I approve the Project Blueprint for EdgehillPartnerportal as documented.”

  2. DesignReply to a proposed change

    “This sounds perfect and something we are happy to proceed with.”

  3. DesignPrototype review

    “I think generally this is great mate. lets crack on.”

  4. Hiya mate, this is working really well, all seems to be pretty fine.

    LaunchUser acceptance testing

Built with

  • Next.js
  • React
  • TypeScript
  • Tailwind CSS
  • Express
  • Supabase
  • GoHighLevel API
  • AWS Amplify
  • AWS App Runner

More work

More outcomes we've built.

See all work

Facing the same problems growing your business?

  • Leads and referrals arrive by WhatsApp, email and phone.
  • Your team re-types the same details into the CRM.
  • Partners keep asking where things stand.

Tell us what's holding your business back. We'll reply with the right next step, from a quick fix to a platform built from scratch.

Start a project