KIS Vault

Unlocking the Value of Trusted Relationships

The KIS Vault is designed to support one focused outcome: making high-quality introductions with confidence, discretion, and minimal effort. Everything here exists to help you identify the right brokers, understand when an introduction makes sense, and hand it off cleanly to the WMD Solutions Team – without changing how you work today.

01

Getting Started

Start here. Understand how KIS works, your role as an introducer, and how we protect your relationships.

View Guide

02

Who to Introduce

Know exactly who to introduce. Identify brokers who benefit most from WMD + MyEQNow — and recognize high-probability scenarios instantly.

View Guidance

03

Check Availability

Verify and claim your introductions. Ensure a broker isn’t already engaged with WMD — then secure your position before making the introduction.

Check Now

04

How to Make the Introduction

Make the introduction in seconds. Use compliant, ready-to-send templates — no selling, quoting, or explaining required.

Acess Templates

05

What Happens After

We take it from here. See exactly how WMD handles your introduction — and how your relationship stays protected throughout.

Check What Happens

06

MyEQNow Dashboard

(External System)

Track your impact in real time. Monitor broker activity, funded volume, and engagement — all in one place.

Open Dashboard

Have Someone in Mind?

Choose how you want to move forward

Verify & Claim Your Introduction

Check Availability

Make an Introduction

Start Introduction

Strategic Guidance (KIS Desk)

For scenario strategy, deal positioning, or pre-introduction guidance.

CONTACT KIS DESK

Private Access

Materials contained within the KIS Vault are confidential and intended solely for approved participants.

Participation in the Kickstart Introduction Specialist (KIS) program is selective and not guaranteed.