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Benefits of Using the Insellerate Partner Workflow

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Unlock the power of inFlow for your Referral Partners using the same Status and Activity tracking your you use of leads with your partners. Use the partner inFlow view to see your partner relationships and deals in one place.

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titleLearn more about Inflow Partner Tracking

  • Use Status, Activities, Sections, and Fields

    • Track your relationship using

      • Status

      • Activities

      • Sections

      • Fields

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Pro Tip: You can customize Sections and Fields to capture any information you want to use to help you build a relationship with your Partner. If you don’t see a field you need then contact your Customer Success Manager or Customer Support to discuss adding field we cab add custom fields.

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RE Agent Report: The RE Agent Report shows all of the applications. This report shows all of the Partner's input in the partner details. These are the buyer and seller agents associated with the lead. This report does not require the partner to be a Referal Referral Partner to show on the report.

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Referral Partner Report: The Referral Partner Report: focuses on your Referral Partners that you associate with leads. (How to Associate a Lead to Referal Referral Partner: Web | Mobile). This report will allow you to see a consolidated view of the applications sent over by your Referal Referral Partner over a given time.

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titleMore about Referral Partner Report
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Pro Tip: Stay top of mind with your partners.

  • During a meeting with a Referral Partner you cal can pull up all of their leads in a consolidated view using this report.

  • Use automated engagement emails and texts to update them as the application moves forward.

  • Add follow-up reminders to stay in touch on current deals and discuss value you can add to them on future deals.

  • Add them to an engagement marketing flow to stay in contact.

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titleinTouch Partne rEngagement Examples

Consider these examples:

  • Create an inTouch engagement path to send updates to your Partners when they change status throughout the loan application process.

    • Use Status and Activity changes as triggers

  • Leverage any of the Partner Fields or Custom fields set up in the inTouch communications

    • For Example, You could use the Referral Partner and Spouse’s Names in an email inviting them to an event.

  • Send out personalized holiday emails.

  • Activate the Insellerate Partner Newsletters that are branded with your information.

    • Check to see if the Partner Monthly Newsletter is going out. You can check if the Monthly Partner Newsletter is currently going out.

      • Go to the inSight Tab

      • Email Report

      • Pull up a report containing over 1 month of data

      • Look for a Task Name containing a Newsletter with a Contact Type Partner

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If you do not see Partner Newsletters then talk to your Customer Success Manager about options or open a Support Ticket.

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Insellerate Webhooks and API

You can leverage Insellerates Insellerate's Webhooks and API with the Partner Workflow and fields.

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titleSee some Partner API and Integration Examples

Examples:

  • Bulk Partner Creation

  • Send Webhook to trigger a 3rd party integration when a status or activity changes

  • Send a Webhook when a Field field is updated with a value to a 3rd party integration.

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Related Partner Tools

To add value and efficiency to your relationships with your partner, you can take advantage of our other features and add-on products that support partner relationships.

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titleMore about Agent Connect / Examples

Co-Branded Real Estate Flyers

Both you and your partner can quickly create co-branded Home Property Real Estate Flyers that your partners can use for marketing in many ways.

  • Flyer Content

    • Flyers include highlights from the MLS listing and pictures

    • Partner branding and contact information

    • Loan officer contact information

    • The top four pricing options are displayed depending on the flyer you choose. The pricing is directly connected to your Optimal Blue , or Mortech pricing engines.

    • Ability to access the custom property landing page associated with the real estate Real Estate flyer.

      • The landing page is created automatically when you create the Home Property Real Estate flyer.

      • Option to scan the QR code to access the page: QR codes are commonly used by mobile phone users to quickly access property landing pages. They open their camera and scan the QR code to see the property landing page.

      • Option to text for information. The flyer prompts clients to text a number that will send them a link to the property landing page.

  • Ideas for Flyer Use

    • Open Houses: Print and hand out to leads

    • Sign Inserts: Print and put them in the yard sign inserts

    • Ad copy for magazines or promotions

    • Insert the QR code from the flyer on any other marketing materials

Real Estate Property Landing Pages

When you create a co-branded real estate Real Estate flyer, AgentConnect automatically creates a custom property landing page. These landing pages can be used in many ways for marketing by you and your partners.

  • Real Estate Landing Pages

    • Website URL

    • Features for Real Estate Agents

      • Contact information

      • Real estate agent branding

      • Request a Showing button: Initiates an email to the real estate agent and the date/time the lead wants to see the property

      • Contact Real Estate Agent button: Initiating an email to the real estate agent

      • Lead capture information

    • Features for the Loan Officer

      • Apply Now button: Linking to a Point of Sale link for the lead to apply for a loan or to a website

      • Contact information for the loan officer

      • Top four loan products with example pricing from your Optimal Blue , or Mortech connections

      • Get Pre-Qualified button: Linking to Point-of-Sale link for the lead to apply for a loan or another website

      • Contact Loan Officer button: Initiating an email to the loan officer

  • Ideas for Using the Property Landing Pages

    • Include links to the property landing pages in any of your social media posts or ads

    • Put links to property landing pages on your website

  • Static Flyers

    • Your marketing team can upload product flyers that you print with one button.

    • Signature block with loan officer contact information.

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Add links to the sections for the Add On products