Scotty AI Affiliate Program
Trust Compliance Platform — Now Live
We're live. This is ready to sell today. Built specifically for trust clients, Scotty AI delivers a full compliance platform that financial advisors and trust service providers can confidently introduce to their clients — starting right now.
Why This Matters
The hard truth: most trusts are not compliant — and the gap is bigger than most advisors realize. Having documentation is not the same as having proper accounting. These are two entirely different standards, and conflating them creates serious legal and financial exposure for clients.
Missing Trustee Resolutions
Resolutions must be documented, signed, and retained — yet most trusts lack them entirely.
No Demand Note Tracking
Demand notes require systematic tracking to remain valid. Without it, the instrument fails scrutiny.
Improper Classification
Assets and transactions are routinely misclassified, undermining the entire trust structure.

👉 If the accounting, documentation, and resolutions don't align — the trust doesn't work. That's not a technicality. That's a fundamental structural failure.
What Scotty AI Does
The Solution
Scotty AI is a full trust compliance system — not bookkeeping software, not a document template library. It is an end-to-end compliance infrastructure powered by a combination of AI automation and expert human oversight. Every component of trust compliance is addressed in one integrated platform.
Accounting
Proper trust accounting standards applied systematically — not just data entry.
Documentation
All required trust documents organized, generated, and maintained in one place.
Resolutions
Trustee resolutions drafted, tracked, and archived for audit readiness.
Demand Notes
Active demand note tracking with full visibility into terms, balances, and activity.

👉 This is not bookkeeping. This is compliance. The distinction matters — and your clients need to hear it.
Client Experience
How It Works
The onboarding experience is designed to be effortless for your clients. From first call to fully compliant trust setup, the entire process typically takes just 1–2 hours total. Here's what that looks like:
Book the Onboarding Call
A quick 15-minute call to initiate the process, gather basic trust information, and set expectations. Simple, low-barrier, and zero technical knowledge required from the client.
AI Processes Everything
The platform's AI engine takes over — organizing documents, identifying gaps, generating required resolutions, and structuring the compliance framework automatically.
Review + Finalize with Expert
A compliance expert reviews all AI-generated outputs with the client, confirms accuracy, and ensures everything is properly finalized and audit-ready.
Why This Closes Easily
What Makes This Different
Built for Advisors Who Want Results
Scotty AI is engineered to remove every friction point in the sales and delivery process. The platform does the heavy lifting — you simply make the introduction. Clients get a white-glove experience while the AI handles complexity behind the scenes.
  • White-glove onboarding — premium client experience from day one
  • AI does the heavy lifting — no manual compliance work required
  • Ongoing automation — the system keeps working after setup
  • Real-time report access — clients and advisors stay informed always
Coming Soon
The platform is actively evolving. Additional capabilities are in development and will be rolled out to users as they become available. We believe in under-promising and over-delivering — so expect future enhancements to exceed current expectations.

⚠️ Important: Do not overpromise future features. Reference upcoming capabilities as "coming soon" — not guaranteed. Integrity in what we sell is non-negotiable.
How You Make Money
Affiliate Opportunity
This is one of the most straightforward affiliate opportunities in the financial services space. No fulfillment. No technical knowledge. No complex sales process. You introduce us to trust clients — we handle everything from close to delivery.
$700–$1K
Per Client
Estimated affiliate earnings per referred client who completes onboarding.
0
Fulfillment Required
You never deliver the service. We do all the work after introduction.
Your Role
  • Introduce Scotty AI to your trust clients
  • Send your unique referral link
  • That's it — we take it from there
Our Role
  • Close the client on your behalf
  • Handle full onboarding and setup
  • Deliver the compliance platform

👉 You don't need to be technical. You just need to connect the right people.
Tracking + Attribution
How You Get Credit
Every referral is tracked with precision. The platform manages all attribution and payouts centrally — meaning there's no ambiguity about who referred whom, and no chasing down commission payments. Your link is your proof of referral.
1
Affiliate Signup
Create your affiliate account to receive your unique tracking link. This link is permanently associated with your identity in the system.
2
Unique Referral Tracking
Every click, signup, and conversion tied to your link is recorded automatically. No manual logging or follow-up needed on your end.
3
Dashboard Visibility
Log in to your affiliate portal anytime to view your referrals, conversion status, and earnings — full transparency at every step.
4
Centralized Payouts
The platform processes all payouts centrally. No back-and-forth. No reconciliation headaches. If your link was used, you get paid.

👉 As long as your link is used, you get credit. The system is built to protect your referrals automatically.
Get Started Today
Your Next Move
Everything is live and ready. Your job is simple: connect us to trust clients. Below are the exact steps to get your affiliate account active and your link in circulation today — no delays, no complicated setup.
1
Sign Up for the Affiliate Program
Create your affiliate account at affiliate.rocketbooks.ai — takes just a few minutes to complete registration.
2
Access the Affiliate Portal
Log in to your dashboard at affiliateportal.rocketbooks.ai/login to manage your account, view your referrals, and access all program materials.
3
Get Your Unique Referral Link
Retrieve your personalized tracking link from the portal. This is the link you'll share with every trust client — it ensures you receive full credit for every conversion.
4
Start Conversations + Share Your Link
Introduce Scotty AI to your trust clients, share your affiliate link, and let the platform take over. Every signup through your link is tracked automatically with complete attribution.

👉 Your job is simple: connect us to trust clients. We handle everything else — from close to compliance delivery.