Portfolio partner kit
Prepare a multi-site client for the filing checker.
Use this page when a consultant, broker, advisor, or platform team is preparing a clean handoff for a company with several facilities, states, or filing owners.
Referrals stay in RegFile's reviewed, customer-authorized filing workflow.
Live partner handoff check
Sample result for a Texas facility group
Checking current filing results for a representative industrial facility.
Run this handoff checkReferral packet
Gather the few details that make the first checker result useful.
Facility roster
States, locations, employee ranges, business activity, and the team member who owns each location's records.
Filing families
OSHA 300A, chemical inventory, employer reporting, stormwater, food traceability, and corporate annual-report questions.
Proof request
Prior receipts, current drafts, signer names, deadlines, and the evidence packet the client can use for renewal or diligence.
Handoff
Keep the referral practical and traceable.
The partner's job is to route the question, not to certify a filing answer. The customer still reviews records, signs, and authorizes each binding step.
Run one representative location through the checker.
Capture the work email for deadline follow-up.
Send the facility roster and filing families to the client.
Keep the client in the normal review and e-sign workflow.
Best-fit referrals
Consultant preparing a renewal packet
Broker or lender reviewing a facility group
EHS software team routing a customer question
Accountant or advisor finding entity and facility deadlines
Partner follow-up
Ask for the partner handoff checklist.
Leave a work email and we'll send the referral checklist and tracked checker link.
Send the client through one clear filing check.
Use the result to decide whether facility roll-up, deadline reminders, or an evidence packet would help.