How it works
A licensed qualifier doesn't just get matched — they get associated with your company through the state board. Here's the full lifecycle IQS manages on your behalf.
Twelve coordinated steps across three entities. You only act on a few of them — IQS drives the rest.
You call, or we call you. An IQS agent captures your business details, classification needs, timeline, and budget into the CRM.
IQS runs the match engine, filtering the qualifier network by classification, state, budget, and urgency. The top candidates are scored.
IQS contacts the top-scored qualifier, confirms their availability and rate, and proposes the match.
IQS introduces both parties. The placement stage advances to Introduced.
You sign the service agreement and invoices; the qualifier signs the liability waiver and qualifier agreement. Stage advances to Agreed.
IQS collects the finder's fee and the $750 service fee through its own processor. Payments are logged.
IQS transfers the case to the processing partner, who accepts it in their portal. (Optional — some clients process independently.)
The processing partner submits the state-board application. Stage advances to In Process.
The state board reviews for 4–6 weeks. The partner pushes status updates, and you see them in real time in your portal.
The board confirms the association. IQS marks the placement Active and all portals update.
You pay the qualifier monthly through your own processor. Each payment is logged automatically.
Renewal reminders fire in month five. If you're closing out, a disassociation notice is filed and a 4–6 week wind-down begins.
What you see
As a client you get your own portal with a plain-English timeline. Every milestone, document, and payment updates the moment the processing partner pushes a status change — no phone tag, no guesswork.
Your qualifier is confirmed and both parties are introduced.
Service agreement, waiver, and qualifier agreement completed.
Finder's fee and $750 service fee paid to IQS.
Processing partner files the state-board application.
Board review in progress — status updates appear here live.
Board confirms. Placement goes active and payments begin.
Paperwork, handled
IQS tracks each document's status and flags the ones that block the application until they're signed.
| Document | Who signs | Blocking? | When |
|---|---|---|---|
| Liability waiver | Qualifier | Yes | Before application submitted |
| Qualifier agreement | Qualifier | Yes | Before application submitted |
| Client service agreement | Client | Yes | Before application submitted |
| Service fee invoice ($750) | Client | No | At signing |
| Finder's fee invoice | Client | No | Before application submitted |
| W-2 onboarding packet | Client | No | If W-2 placement |
| Corporate officer resolution | Client | No | If officer placement |
| 3rd-party transfer authorization | Client | No | If using a processing partner |
| State license application | Processing partner | No | Once all docs signed |
| Disassociation notice | Qualifier | No | End of term |
Give us your classification and state, and we'll come back with a match.
Get matched