REFERRAL STATUS PORTAL
Track a Capitalis® referral.
Use the reference number and business email associated with the referral to request the latest available status.
WHAT YOU MAY SEE
How referral progress may be described.
When you request a status update, the portal may show a concise description of where a referral currently sits in the Capitalis® process. The exact language you see in the portal controls; the summaries below are for orientation only.
Received
The referral details have been successfully lodged with Capitalis® and a record has been created in the system.
Under Review
The information supplied with the referral is being considered. Timeframes and outcomes vary and are not displayed in this portal.
Additional Information Needed
The portal indicates that further details have been requested. Instructions on how to provide any requested information will appear in the relevant Capitalis® communication channel.
Illustration Review
The status indicates that an illustration, proposal, or similar output is being considered in relation to the referral. Any associated documentation is not displayed in this portal.
Decision Recorded
The portal notes that a decision has been recorded in connection with the referral. Any decision detail or rationale is communicated through the usual Capitalis® channels and is not displayed here.
Closed
The referral has reached an end state in Capitalis® systems. Any relevant follow-up or historical information is managed outside this status-only view.
Need help with a referral?
If you are a registered Capitalis® partner and have questions about a referral, sign in to the TPR Partner Portal at https://capitalisfunds.com/portal/tpr for additional tools and context.