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This article describes how to add your partners to Insellerate through the web application. You can choose between two options There are two paths for adding partners:
Option Path 1: Through Via the inFlow tabWorkflow Type
Option Path 2: Through Via the Partner Registration page
We will cover the required fields to add a partner. All other fields are optional and can be used for reference. This article details the following information:
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Path 1: Adding a Referral Partner
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via the
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Workflow Type
Select inFlow 2.0 Partners from theinFlow tab in the Menu Panel.
Select Partner from the Workflow Typedropdown menu.
The Partner Registration window opens in the Record List Panel.
Complete the information fields in the Add a New Partner section.
Click Create Partner to add the new partner.
A green toaster opens in the top right of the screen confirming the successful creation of the new partner.
The new partner information appears in sections of the Record Detail Details Panel.
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Path 2: Adding a Referral Partner
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via the Partner Registration Page
Select inFlow 2.0 Partners from the inFlow tab in the Menu Panelmain menu.
Select Partner from the Workflow Type dropdown menu.
The The Partner Registration/Manage and Edit Partners page opens.
Click Add.
The detailed Partner Registration/Manage and Edit Partners screen page opens.
Complete the Partner Information fields on the left side of the Partner Registration/Manage and Edit Partners screen.
First Name: Enter your partner’s first name.
Last Name: Enter your partner’s last name.
Email: Enter your partner’s email address. (Note: Insellerate will display an error if the partner email is already in Insellerate.)
Phone Numbers (optional): This is recommended as adding the phone numbers will make them available for Click-to-Call functionality in web and mobile applications and inTouch SMS Engagement.
Mobile
Work
Extensions
Address Information (optional)
Address
City
State
Postal Code
License: Enter any state or national license number associated to the partner. This is typically the NMLS# for a broker or the real estate license number for realtors. This number will be used for duplicate management to make sure only one partner per license exists.
Company Name (optional): Add or select the company name where the partner is associated. This is recommended as you can use this data when creating inTouch engagement messaging with your partners to personalize and customize your messaging. See the Adding a New Company (Branch) section below for details about completing this field.
Partner Type: Select the appropriate type for the partner from the drop-down list.
Partner Avatar: Upload an image of your partner. This is recommended as you can use these images when creating inTouch engagement messaging with your partners to personalize and customize your messaging, including co-branding for referral client messaging.
Complete the System Associations fields on the right side of the detailed Partner Registration/Manage and Edit Partners screen.
Insellerate System Branch Association: Criteria for determining which branches open leads, unassigned leads, and applications the user can view. See the Branching article for more information.
Campaign: Select the partner campaign type for your partner.
Primary Agent: Select the primary agent working with your partner.
Click Add to add the partner to Insellerate.
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Editing a Partner
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via the
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Workflow Type
Click inFlow 2.0 from the inFlow tab from in the main menu.
Change the Customer Type to Partners.
Open the lead to edit the partner in the Application Panel.
Click the Edit Action Tool icon to open the Partner Registration/Manage and Edit Partners screen.
Complete the Partner Information fields on the left side of the Partner Registration/Manage and Edit Partners screen.
First Name: Enter your partner’s first name.
Last Name: Enter your partner’s last name.
Email: Enter your partner’s email address. (Note: Insellerate will display an error if the partner email is already in Insellerate.)
Phone Numbers (optional): This is recommended as adding the phone numbers will make them available for Click-to-Call functionality in web and mobile applications and inTouch SMS Engagement.
Mobile
Work
Extensions
Address Information (optional)
Address
City
State
Postal Code
License: Enter any state or national license number associated to the partner. This is typically the NMLS# for a broker or the real estate license number for realtors. This number will be used for duplicate management to make sure only one partner per license exists.
Company Name (optional): Add or select the company name where the partner is associated. This is recommended as you can use this data when creating inTouch engagement messaging with your partners to personalize and customize your messaging. See the Adding a New Company (Branch) section below for details about completing this field.
Partner Type: Select the appropriate type for the partner from the drop-down list.
Partner Avatar: Upload an image of your partner. This is recommended as you can use these images when creating inTouch engagement messaging with your partners to personalize and customize your messaging, including co-branding for referral client messaging.
Complete the System Associations fields on the right side of the Partner Registration/Manage and Edit Partners screen.
Insellerate System Branch Association: Criteria for determining which branches open leads, unassigned leads, and applications the user can view. See the Branching article for more information.
Campaign: Select the partner campaign type for your partner.
Primary Agent: Select the primary agent working with your partner.
Click Update to save your changes.
| Note |
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All other fields are not required but could help manage the partner relationship. |
Editing a Partner through the Partner Registration Page
Click the inFlow tab from the main menu.
Click Partners in the inFlow dropdown to open the Partner Registration screen.
Click the pencil icon to open the Edit screen.
Select Partner from the Workflow Type dropdown menu in the Menu Panel. Only workflows related to active partners will be visible.
Select a record type from the Menu Panel. In this example, we are selecting Prospects from the Workflows list.
The Record List Panel opens to the right displaying the list of records that matches your selection. In this example, the list of prospects opens.
Select a record to edit. In this example, we will edit ACME Test Partner.
The selected record opens in the Record Detail Panel. Make the desired changes to the record.
Click Update to save your changes.
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Editing a Partner via the Partner Registration Page
Select Partners from the inFlow tab in the main menu.
The Partner Registration/Manage and Edit Partners screen page opens.
Complete the Partner Information fields on the left side of the Partner Registration/Manage and Edit Partners screen.
First Name: Enter your partner’s first name.
Last Name: Enter your partner’s last name.
Email: Enter your partner’s email address. (Note: Insellerate will display an error if the partner email is already in Insellerate.)
Phone Numbers (optional): This is recommended as adding the phone numbers will make them available for Click-to-Call functionality in web and mobile applications and inTouch SMS Engagement.
Mobile
Work
Extensions
Address Information (optional)
Address
City
State
Postal Code
License: Enter any state or national license number associated to the partner. This is typically the NMLS# for a broker or the real estate license number for realtors. This number will be used for duplicate management to make sure only one partner per license exists.
Company Name (optional): Add or select the company name where the partner is associated. This is recommended as you can use this data when creating inTouch engagement messaging with your partners to personalize and customize your messaging. See the Adding a New Company (Branch) section below for details about completing this field.
Partner Type: Select the appropriate type for the partner from the drop-down list.
Partner Avatar: Upload an image of your partner. This is recommended as you can use these images when creating inTouch engagement messaging with your partners to personalize and customize your messaging, including co-branding for referral client messaging.
Complete the System Associations fields on the right side of the Partner Registration/Manage and Edit Partners screen.
Insellerate System Branch Association: Criteria for determining which branches open leads, unassigned leads, and applications the user can view. See the Branching article for more information.
Campaign: Select the partner campaign type for your partner.
Primary Agent: Select the primary agent working with your partner.
Click Update to add the partner to Insellerate.
Click the link icon of the record to be edited. In this example, we are selecting Test Partner.
The record will open in a new tab. Make the desired changes to the record.
Click Update to save your changes.
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Adding a Partner on the Borrower Application from
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within inFlow
If a user has permission to add/edit partners on the Partners page, they can add a new partner on the borrower application.
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Select Borrower from the Customer Type dropdown.
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Select a lead.
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Open the Contacts for the selected lead.
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Click the + icon.
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in inFlow.
Click inFlow 2.0 from the inFlow tab in the main menu.
Select Partner from the Workflow Type dropdown menu in the Menu Panel. Only workflows related to active partners will be visible.
Select a record type from the Menu Panel. In this example, we are selecting Active Partners from the Partner Queues list.
Select a record from the Record List Panel. In this example, we are selecting Lauren SkollTest.
Open the Contact Form section if it is not already open.
Click the +sign in the Referral Partner field to add a new partner.
Complete the partner information when the Add New Agent Referral Partner popup window opens.
Fileds with a yellow asterisk beside them are required.
Click Add AgentReferral Partner to save the information and create the new partner.
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Editing a Partner on the Borrower Application from
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within inFlow
If a user has permission to add/edit partners on the Partners page, they can edit/update information for an existing partner on the borrower application.
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Select Borrower from the Customer Type dropdown.
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Select a lead.
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Open the Contacts for the selected lead.
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in inFlow.
Click inFlow 2.0 from the inFlow tab in the main menu.
Select Partner from the Workflow Type dropdown menu in the Menu Panel. Only workflows related to active partners will be visible.
Select a record type from the Menu Panel. In this example, we are selecting Active Partners from the Partner Queues list.
Select a record from the Record List Panel. In this example, we are selecting Lauren SkollTest.
Open the Contact Form section if it is not already open.
Click the down arrow in the partner type field you would like to edit Referral Partner field.
Identify the partner to be edited.
Select a partner from the Referral Partner dropdown list. In this example, we are selecting A. J. King.
Click the edit (pencil) icon.
Make the necessary information changes when the Edit Agent - (agent name) popup window opens.
Click Save Agent to save the changes.
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