Is there an expiration date for closing a sale? - Truly Financial

Frequently Asked Questions

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What happens if after a period of time there’s no sale, but we’re continuing to talk to clients about signing up?

As long as you are actively pursuing the business and communicating your progress through the partner portal, we’ll protect your deal registration.

If a lead doesn’t follow through on a referral, we reserve the right to reassign it to another partner.