A verification layer purpose-built for MoneyTribe21. Runs on your own site, fed by an automated data drop from Octa. Every pledge that lands in the Tribe — instantly matched against your live book, instantly verified.
The admin backend. Lives on your infrastructure, behind your login. Members never see it — this is yours alone.
Check A asks if the member is in your book. Check B asks if they're funded. The combination gives you one of three clear verdicts — no guesswork, no ambiguity.
When a member pledges without being under your link, you don't chase them manually. One click inside the admin fires off a personal re-registration email. We write the template — you own the send.
Hi Sam,
This is Mina from the MoneyTribe. Please click on this link to register under Justin.
Kindly mail us once you're done.
Thank you!
— Mina · MoneyTribe
From the moment a member submits on your form to the moment the verdict appears in your admin. Sub-second. Hands-off.
Member completes your existing pledge form. Your UX is unchanged — same form, same success screen.
A small fetch() we add to your submit handler posts the pledge data to your verification endpoint in parallel.
Your endpoint runs a fuzzy name match against the latest broker CSV, then applies your balance/volume threshold.
PASS · HOLD · REREG written to your database and surfaced live in the admin. Daily digest at 07:00.
You own the verification tool end-to-end. We own the automated data pipeline that feeds it. No overlap, no confusion.
The system is flexible. We just need your defaults before we write a line of code. Recommended options highlighted.
Trade-off: freshness vs. load. More frequent = more up-to-date verdicts. Less frequent = lighter on both sides.
A summary email listing all new verdicts over the past 24 hours. Sent to whoever you nominate.
How strict should the name match be? Stricter = fewer false positives. Looser = fewer missed members who typed their name slightly differently.
Which metric counts as "funded," and at what level? Balance is simplest. Equity accounts for open P&L. Volume measures activity instead of deposit.
Reference code delivered within 24 to 48 hours of sign-off. Your team plugs it into your site, your endpoint goes live, our automated CSV feed starts the same day. First verified pledge inside the week.
No four-week sprints. No long spec documents. No waiting for IT review cycles. You pick your four answers, we hand over working code, you deploy.
Reply with your preferences on questions 01–04. We lock the spec today, you get working code tomorrow, your first sign-up is verified this week.