Versions Compared

Version Old Version 1 New Version Current
Changes made by

Tristy Lee (Unlicensed)

Rebecca Kornblum

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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 application.

...

Description

One of the many benefits of associating applications to partners in the Insellerate application is seeing all of the applications for a partner in one place. This article describes how to see all the associated applications using the mobile app.

Instructions

  1. From the Login screen, there are two ways to get to access the partner Partner section in the mobile appapplication.

    • Option 1

      1. Select Partners from the

      Main Menu Bar

      1. main menu bar.

      2. Click

      on

      1. the Menu

      Icon

      1. icon.

      Image Removed
      1. Image Added

      2. Select Partners.

        Image Added

    • Image Removed

      Option 2

      1. Select Partners from the

      Menu Bar

      1. menu bar at the bottom of your mobile screen.

      Image Removed
      1. Image Added

  2. Once you are in the Partner Section, Search for the application you want to associate

  • Example: Newberry

  • Image Removed

  1. Open the lead in the application panel and find the partner fields:

Info

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:

...

Note

If you do not see the Parnter fields in any section

  1. Reach out to your organization Admin to see if your organization is using the Partner workflow.

  2. If your organization wants to use the Partner workflow reach out to Customer Support to set it up.

 

  1. 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

Info

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

Tip

Entering this information can be useful tools for new partner leads

  1. 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

Note

If you do not see your Partner go add your Partner to Insellerate click the links below to see how:

 

...

  1. There are two options for you to select your partner.

    • Option 1: Use the Search function.

      1. Search by partner name.

        Image Added

    • Option 2: Open the lead from the partner pipeline view.

      1. Open the section with your partner.

        Image Added

      2. Select your partner.

        Image Added

  2. The Partner Detail screen opens.

    Image Added

  3. Click Associated Applications.

    Image Added

  4. All of the applications associated with this partner will appear.

    Image Added


Info

You can email, call, text, and add a note from the Partner Detail screen for any associated applications.