Associating leads with your Partners in Insellerate will allow you to pull up a partner and see all the applications you are working on for that partner. You can do this in the Web application or the Mobile applicationOne of the many benefits of associating leads to partners in the Insellerate application is seeing all of the leads for a referral partner in one place. Here is how you can see all the associated applications using the web application.
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Pro Tip: When you are reaching out to a Partner have the Partner lead open so you can quickly access any of the leads you want to discuss. |
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If you do not see your Partner go add your Partner to Insellerate click the links below to see how:
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Adding Partners Using the Web Application
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From Home Page, there are two ways to get to the partner section in the mobile app
Option 1: Select Partners from the Main Menu Bar
Click on the Menu Icon
Select Partners
Options 2: Select Partners from the Menu Bar at the bottom of your mobile screen
Once you are in the Partner Section, Search for the application you want to associate
Example: Newberry
Open the lead in the application panel and find the partner fields:
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Organizations have custom sections in the application panel you may have to open more than one section to find the fields for Agenty and Referal Partners |
Example: Sally Newberry’s partner information is in the Contact Section:
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If you do not see the Parnter fields in any section
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Enter any applicable partner information:
Buyer Agent: Select the agent from the drop-down on the purchase contract that is representing the buyer
Seller Agent: Select the agent from the drop-down from the purchase contract representing the seller
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It is possible to populate these fields from your Loan Operating System: Admins can contact support to see if this is an option. |
Buyer Attorney: Select the Attorney from the drop-down representing the buyer when applicable
Seller Attorney: Select the Attorney from the drop-down representing the seller when applicable
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Entering this information can be useful tools for new partner leads |
Referral Partner: This is the field that is critical to associating a lead with a referral partner
Select the Referal Partner from the drop-down this will tie this application to your partner
Select your Partner:
Option 1: Use the Search Function
Search by Partner Name
Option 2: Open the lead from the Partner Pipeline View
Open the section with your Partner
Select your Partner:
3. Partner Lead Details Screen
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4. Click Associated Applications
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5. This will show you all of the applications associated with this Partner
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You Email, Call, Text, Add a Note right from the Partner Detail screen for any of the Associated Application |
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