Deal Registration Process — Smartflow Partner Programme
Register your deals early. Deal protection is only valid after written confirmation from Smartflow. An unregistered deal is not a protected deal.
Why Register
Deal registration protects your commercial relationship with the prospect. Once registered and confirmed:
- Smartflow will not engage the prospect independently or through another partner.
- If the prospect makes an inbound enquiry to Smartflow, they will be redirected to you.
- You are recognised as the primary commercial relationship for that deal.
- Revenue share and commercial terms apply as per your partner agreement.
Step-by-Step Process
Step 1 — Qualify the Prospect
Before registering, confirm that the prospect meets minimum qualification criteria:
- Named financial institution (bank, private credit fund, or licensed credit entity)
- Clear business pain in loan operations, covenant monitoring, or credit data management
- Identified internal sponsor (role-level: Ops Lead, Risk Officer, CTO, or equivalent)
- Estimated deal size ≥ [minimum threshold — confirm with Smartflow commercial team]
- Realistic timeline: decision expected within 12 months
If the prospect does not meet these criteria, contact partnerships@marketnode.com before registering — some exceptions apply.
Step 2 — Submit Registration
Email partnerships@marketnode.com with the subject line:
Deal Registration — [Bank Name] — [Your Firm Name]
Include the following information in the body:
| Field | Required | Notes |
|---|---|---|
| Bank / institution name | ✅ | Legal entity name if known |
| Primary contact name | ✅ | The internal sponsor or champion |
| Primary contact role | ✅ | e.g., Head of Loan Operations, CISO |
| Primary contact email | ✅ | — |
| Estimated deal size | ✅ | Provide a range (e.g., USD 150K–300K/year) |
| Target close timeline | ✅ | e.g., Q3 2026 |
| Use cases in scope | ✅ | Loan onboarding / Covenant monitoring / Data Fabric / Other |
| Discovery stage | ✅ | First meeting done / Scoping underway / Proposal stage |
| Competing vendors or status quo | Optional | Any other solutions being evaluated |
| Notes | Optional | Any context that helps Smartflow prepare |
Step 3 — Confirmation from Smartflow
Smartflow will respond within 48 business hours with one of three outcomes:
| Response | Meaning |
|---|---|
| Confirmed | You are the registered partner. Deal protection is active. |
| Conflict — contact required | Another partner or Smartflow direct has an existing relationship. A Smartflow sales lead will contact you within 24 hours to discuss. |
| More information needed | Registration cannot be processed without additional details. Smartflow will specify what is missing. |
Do not assume protection until you receive written confirmation.
Step 4 — Joint Scoping Call
Once registered, Smartflow will schedule a joint scoping call with you and the prospect. On this call:
- You lead: Relationship context, prospect pain points, strategic framing.
- Smartflow leads: Product demonstration, technical questions, deployment discussion.
This division is important. Do not attempt to lead technical conversations — defer to Smartflow. Do not allow Smartflow to lead the commercial relationship — that is your role.
Step 5 — Partner Leads Relationship, Smartflow Leads Technical
Through the sales cycle:
| Phase | Your Role (Partner) | Smartflow's Role |
|---|---|---|
| Discovery | Lead conversations, surface pain | Support with product questions |
| Demo | Arrange and co-present | Lead the product demonstration |
| Proposal | Co-author with Smartflow | Provide commercial and technical inputs |
| Pilot scoping | Coordinate logistics with the bank | Lead technical setup and delivery |
| Contract | Lead commercial terms with prospect | Provide MSA/SOW and pricing |
| Close | Manage relationship and timeline | Execute contract and deployment |
Step 6 — Revenue Share
Revenue share is applied per your signed partner agreement. Key principles:
- Revenue share is confirmed at deal registration, not at close.
- The share applies to the initial contract value and first renewal.
- Terms for expansion deals (new use cases or additional users at the same institution) are addressed at registration update.
- All revenue is invoiced by Marketnode. Partner share is disbursed per agreement schedule.
Refer to your partner agreement for specific percentages and payment terms. Do not discuss revenue share figures with the prospect.
Registration Expiry
Deal registrations are valid for 12 months from the confirmation date. If the deal has not progressed to a signed agreement within 12 months, registration may lapse. Contact partnerships@marketnode.com to request a renewal with updated timeline justification.
Frequently Asked Questions
What if I have a warm introduction but no confirmed meeting yet?
Register as early as possible — even at the warm introduction stage. Early registration protects your position. Include "Pre-first meeting" as the discovery stage.
What if the prospect contacts Smartflow directly before I register?
If the prospect has already been in contact with Smartflow, registration may be declined or subject to a conflict review. Registering before any direct outreach is strongly recommended.
Can I register multiple prospects at once?
Yes. Submit a separate registration email for each prospect.
What if a registered deal falls through?
Notify partnerships@marketnode.com so the registration can be closed. This keeps your registration record clean and does not affect other active deals.
Contact
Deal registration: partnerships@marketnode.com
Response SLA: 48 business hours
Escalation: Contact your named Smartflow partner sales lead directly if you do not receive a response within 48 hours.