Content Comparison

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Description

Associating leads applications with your Partners partners in Insellerate will allow allows you to pull up a Partner and see view all the applications you are working on for that Partnerpartner.

Instructions

1. Access Select inFlow from theinFlow tab in the main menu bar.
   

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2. Search for the application you want to associate with.

3. Open the lead in the Application Panel.

4. Locate the Partner fields. In this example, Sally Newberry’s partner information is in the Contact section.
   Note: Organizations have custom sections in the Application Panel. You may need to open more than one section to find the fields for Agents and Referral Partners. If you do not see the Partner fields in any section, reach out to your organization’s Admin to see if your organization is using the Partner workflow. If your organization wants to use the Partner workflow, contact Insellerate Support to set it up.
   

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5. Enter any applicable Partner information.
   Note: It is possible to populate these fields from your Loan Operating System. Admins can contact Insellerate Support to see if this is an option. Entering this information can be a valuable tool for new Partner leadsImage Added

6. Select Applications from the Workflow Typedropdown menu.
   

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7. Select an option from the Lists, Queues, or Workflows in the Menu Panel. In this example, we are selecting New Lead and the records are listed in the Record List Panel to the right.
   

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8. Select a record. In this example, we are selecting Richard Brennan and the details open in the Record Details Panel to the right.
   

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9. Open the Contact Form section if it is not already open.
   

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10. Enter any applicable partner information.
    Buyer Agent: Select the agent from the

    drop-down

    dropdown on the purchase contract representing the

    Buyer

    buyer.
    Seller Agent: Select the agent from the

    drop-down

    dropdown from the purchase contract representing the

    Seller

    seller.
    Buyer Attorney: Select the

    Attorney

    attorney from the

    drop-down

    dropdown representing the

    Buyer

    buyer when applicable.
    Seller Attorney: Select the

    Attorney

    attorney from the

    drop-down

    dropdown representing the

    Seller

    seller when applicable.
    Referral Partner: This field is critical to associating a lead with a

    Referral Partner

    referral partner. Select the

    Referal Partner

    referral partner from the

    drop-down

    dropdown. This will tie this application to your partner.
    

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    Note: It is possible to

    your Partner.

    populate these fields from your Loan Operating System. Admins can contact Insellerate Support to see if this is an option. Entering this information can be a valuable tool for new partner leads.

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