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Overview

You can manage partner relationships in Insellerate using our Referral Partner Workflows. Enter your Real Estate Agents, Contractors, Attorneys, or other referral partners into Insellerate and track the leads they send to you.

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titleLearn more about inFlow Partner Tracking

Partner Tracking

Use Status, Activities, Sections, and Fields to track your Partner relationship.

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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, contact your Customer Success Manager or Customer Support to discuss adding custom fields.

Status

Activities

Sections

Fields

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titleLearn more about using inFlow Action Tools

Action Tools

Use the Action Tools shortcuts in the toolbar to help you manage your Partner relationships.

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Partner Reporting

RE Agent Report

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titleMore about AgentConnect Real Estate Property Landing Pages

Real Estate Landing Pages

When you create a co-branded 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.

  • Website URL

  • Features for Real Estate Agents:

    • Contact information.

    • Real estate agent branding.

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

    • The Contact Real Estate Agent button initiates an email to the real estate agent.

    • Lead capture information.

    • Features for the Loan Officer:

      • The Apply Now button links 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.

      • The Get Pre-Qualified button links to a point-of-sale link for the lead to apply for a loan, or another website.

      • The Contact Loan Officer button initiates 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.

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titleMore about AgentConnect Static Flyers

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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Data IE: Your Leads Property Profile

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titleLearn more about Data IE

Data IE

Lead data allows you to enter into a conversation about their home and current loan(s) to bring knowledgeable insights and personalize your conversations. Craft the right message at the right time.

Examples of Potential Available Data

  • Current Lender(s)

  • Mortgage Balance

  • Indicated Value

  • Current Loan Rates

  • Value Estimates (High and Low)

  • Last Loan Date

  • Estimated Equity

  • LTV

  • Name on Title

  • Home Demographics

    • SQ Footage

    • Bathrooms

Property Profile Home Value Email

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Customer for Life

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titleLearn more about Customer for Life

Packages

We have several packages you can choose from. Talk to your Customer Success Manager to learn more.

  • Closing Gift: Clients can choose from multiple closing branded gifts for clients after they close a loan.

  • Emails

    • Home Reports

    • Recent Sales in the Neighborhood

    • Market Trend Reports

    • Foreclosures in the Area

    • Holiday Greetings

    • Value Updates

  • Direct Mail

    • Neighborhood Market Trends

    • Seasonal Newsletters

    • Home Report

    • Birthday Card

    • Thank You Card (first year)

Examples

Add links to the sections for the Add On products