Guides for setting up and running Mutuvo. Can't find what you need? [email protected].
Getting started with Mutuvo
What Mutuvo does, and the first three things to set up.
Referral relationships
Set up the compliant agreement with another firm so you can refer clients and be paid a fee.
Managing your team
Add colleagues and control what they can do with roles: Owner, Partner, MLCO, Team member.
Branding & partner portal
Brand a portal with your own logo and colours for the firms who refer to you.
Resource hub
Store and share approved brand assets, decks, one-pagers and email templates.