Getting to know your Allied Experts Referral App

Steps to Downloading the Allied Experts Referral App

• Download the App from iTunes or Google Play or from a link you received from Allied Experts or a friend/family/neighbor
• Tap the 3 lines in the left-hand corner (The Menu Button)
• Select no sales rep (because you are now the sales rep/advocate)
• Enter the contact information and agree to the terms
• You are good to go

How the App works (tutorial) for new advocates

• Open  your Allied Experts App
• Tap 3 lines on the upper left-hand side (The Menu Button)
• See a list of activities, scroll down and tap How App Works

To add a referral 

• Open your Allied Experts App
• Tap the 3 lines in the upper left hand corner (The Menu Button)
• Tap Add Referrals
• Make sure Energy Assessment is checked (check mark is on the right)
• Tap Next in the right hand corner
• Fill in your referrals information

First name

Last name

Phone Number

Email address

Zip Code (this is a required field) you can look up zip codes online

• Hit Submit
• Your screen will say that your lead has been added successfully

To check to see who you have referred

• Open your Allied Experts App
• Tap the 3 lines in the upper left-hand corner (The Menu Button)
• Tap referral history

To link your bank to receive your funds (This will only be accessible by you)

• Open the App
• Tap the 3 lines at the upper left-hand corner (The Menu Button)
• Tap Advocator Wallet
• This will take you into a sign in 
• Put in your username and password
• Tap Link Bank
• Fill in your Bank Details
• Tap Create Beneficiary (which is you)

If you prefer to get gift cards or money on a prepaid debit card as payment

• Tap Digital Gift Cards or prepaid Debit Card

When you are ready to get paid

• Open Allied Experts App
• Tap the Menu button in the upper left-hand corner
• Tap the Advocator Wallet
• Sign in
• Tap Fund Transfer
• Proceed to where you would like your funds transferred

Write a review

• Open App
• Tap the Menu button in the upper left-hand corner
• Tap Write a Review
• Select which site you would like to place your review on (you can leave reviews on multiple sites)

If you want to send/share a referral or advocate form

• Open App
• Tap the Menu button in the upper left-hand corner
• Tap Share
• Choose which host you would like to use
• The Choose Share Referral Form or Become an Advocate Form 

If someone wants to become an advocate and refer their friend and

Family choose Share Become an Advocate Form

If you are looking to refer someone that is interested in the Program

and want to get paid for the referral choose Share Referral Form

Change your password

• Open the Allied Experts App
• Tap the 3 lines on the upper left side
• Go to the setting symbol on the bottom right-hand corner
• This will take you to your profile page
• Scroll down to where it says Change Password
• Follow instructions