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Phase 4 partner services

Reviewed service packages around governed Blocora workflows.

Partner services explain where screening, e-signature, payments, and jurisdiction-aware readiness can be reviewed without turning Blocora into a provider marketplace or advice practice.

Service tracks

4

Providers

3

Jurisdiction

28

Marketplace

closed

Source workspace

Screening readiness review

Review screening setup, jurisdiction dependencies, application handoff evidence, and human decision controls before a provider is used in the leasing workflow.

Open service track

Source workspace

E-signature rollout review

Package lease-document and signature readiness checks while the lease record, packet status, and operator approval path stay inside Blocora.

Open service track

Source workspace

Payment operations readiness

Review ledger, payment, receipt, queue, and follow-through posture without opening full accounting, external billing, or unmanaged provider mutation.

Open service track

Source workspace

Jurisdiction-aware operations review

Review province-aware workflow posture through the jurisdiction layer while keeping legal, tax, accounting, and financial advice outside the product.

Open service track

Service boundary

The Phase 4 partner-services gate can package reviewed operational readiness around governed providers, but it cannot create a marketplace, billing engine, advisory practice, autonomous provider decision path, or migration-package surface.

Partner services are viable only while every package remains organization-scoped, permission-aware, source-linked, jurisdiction-aware, and auditable through Blocora provider, workflow, event, or job evidence.