Agencies and advisors

How matching works

EducationB2B compares a provider's brief with an agency's markets, experience, services and available capacity.

Institution and agency representatives reviewing a relevant partnership fit

First check

We start with the non-negotiable requirements

  • Current organisation status and approval for the proposed role and market
  • Required partner type, sector, language, capacity and student services
  • Required operating history, placement band, credential coverage and training
  • No sanction, provider block, exclusivity conflict or undisclosed sub-agent restriction
  • A current Market Mandate that allows the opportunity to be shared

Match record

Every match explains why it was made

Matching record
RecordPurpose
Requirements checkConfirms that the non-negotiable requirements have been met
Match reasonsShows which agency strengths and provider requirements line up
RestrictionsDisplays conditions that apply before the relationship can progress
Mutual interestRecords whether both parties wish to proceed
Sharing stageShows what information each side can see now

Introductions

Names are shared in stages

01

Private search

Neither organisation can see the other’s name.

02

Anonymous match

Each side sees enough information to decide whether the opportunity is worth exploring.

03

Mutual interest

Both organisations choose whether they want an introduction.

04

Names shared

Organisation names are shown when the provider’s sharing rules allow it.

05

Terms shared

The current commercial terms and supporting material become available to the approved users.

06

Partnership workspace

Both sides can exchange documents, questions and decisions for that opportunity.

Important

A match starts a conversation. Each organisation decides whether to carry out further checks, negotiate terms and sign an agreement.

Privacy

What is public — and what stays private

Standards and membership requirements are public. Member names, programmes, Market Mandates, contacts, application records and commercial terms are private.

Important

EducationB2B shares private information only when the provider’s rules and the partnership stage allow it.

Related information

Standards and services

Next step

Check agency eligibility

Check agency eligibility