Insellerate has the ability to track and associate referral partners to applications/leads within the system. This allows the user to track which referral partners are bringing in business. It also allows the user to generate metrics to uncover which referral partners yield the highest Lead to Conversion to Funding rate.
Configure Campaign as Customer Type External Contact
The user can create a campaign as an External Contact type for lead generation based on the selected marketing channel, lead vendor, import template, and distribution. This can be used to create a new external contact application.
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External Contact Type Campaign Map to External Contact Registration
Selecting the saved External Contact campaign from the Campaign dropdown menu, the user can create a new application which is directly associated with External Contact type campaign(s).
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Application Filter by External Contact
The user can create an External Contact Application through the existing External Contact API.
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