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Navigate to inFlow.
Select Partner from the Workflow Type dropdown menu to open the Partner Registration screen.
Click Bulk Upload.
The Partner Bulk Upload/Add New Partners screen opens.
Select the partner campaign you would like the upload to be associated to from the Default Campaign dropdown list. (Review the Creating Campaigns for Partner Association article for more information on how to set up campaigns for partners.)
Select the assignee from the Default Assignee dropdown list. This field should default to you. If loan officers should be assigned to someone else, change this field to that user.
Select the branch (or All)from the Insellerate System Branch Associationdropdown list to allow users to view the uploaded partner leads. The branch associations will determine the visibility to the partners.
Select the type of partner who can view the uploaded partner leads from the Partner Type dropdown list.
The Initial Status field is a view-only field that displays the initial status of the uploaded partner. This is set when Creating Campaigns for Partner Association.
The Initial Activity field is a view-only field that displays the initial activity of the uploaded partner. This is set when Creating Campaigns for Partner Association.
Add thecompleted
Partner Bulk Upload Template (saved as the CSV file) to the Data Upload section. There are two options to upload thefile.Drag and drop the file in the Data Upload section.
Click in the Data Upload section to access File Explorer to select the file for upload.
Click the Bulk Upload button to add and upload your partners.
Duplicate Check Logic
When a new partner is uploaded, the system will check both the email address and LicenseID. If a duplicate is found, the partner will not upload to Insellerate.
Check the system or ask your manager to see who currently owns the Partner and see if reassigning the partner is an option.
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Go to inflow > Partner Uploads to download the “Fail” report to see why a partner did not upload |
