An affiliate program, end to end
Referral tracking, approvals, payouts, and emails with no manual chasing
a loan-officer coaching company (700+ students, US) · 2025 to 2026
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Problem
Referrals arrived in a chat channel, were approved by hand, paid by hand, and confirmed by hand. Every payout was chased in messages and nothing recorded who had been paid.
What I built
- Intake: a referral posted in the channel becomes a record in a commission queue and a task for the person who owns it.
- Approval: the decision maker approves or declines from a card; the system records the outcome and asks the affiliate for payment details.
- Payout: when payment details arrive, the finance owner gets a task with everything attached; when it is paid, the affiliate gets a confirmation email and the ledger closes.
- A weekly broadcast to affiliates with the current promotion, gated by an approval card so nothing goes out unreviewed.
- An audit that reconciled months of history: unrecorded referrals added, stale rows closed, the state machine repaired after a regression had marked payouts as paid at approval.
Result
Every referral has a traceable lifecycle from post to payment. Nobody chases payouts in chat anymore.
What it shows
Workflow design as a state machine with a human at each decision point, and the discipline to reconcile history rather than start the ledger over.