Benefits of Using the Insellerate Partner Workflow
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Description
This article describes how to manage partner relationships in Insellerate using our Referral Partner Workflows. Enter your Real Estate Agents, Contractors, Attorneys, or other referral partners into Insellerate and partner workflows to track the leads they send to you.
Add Your Partners to Insellerate to Build and Track Relationships
Partner Prospects: Enter partners with whom you are trying to build relationships
Seller Agents and Buyer Agents: Real Estate Agents associated with purchase applications. They may or may not be Referral Partners.
Referral Partner: Track all of the leads sent over from your Referral Partners in one place. You can pull up any Referral Partner and see all associated applications, including their status and activity.
inFlow
Unlock the power of inFlow for your Referral Partners using the same Status and Activity tracking your use of leads with your partners. Use the partner inFlow view to see your partner relationships and deals in one place.
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Use Status, Activities, Sections, and Fields
Track your relationship using
Status
Activities
Sections
Fields
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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 field we cab add custom fields. |
Use Insellerate Action Tools
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Set Follow-Up reminders
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Input important Notes
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Add information about the partner
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Call your partner
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and referrals sent to you. It details the following information:
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Partner Reporting
RE Agent Report
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The RE Agent Report shows all of the applications. This report shows It displays all of the Partner's input in the partner details. These are the buyer and seller agents associated with the application in the leadpartner details. This report does not require the partner to be a Referal Partner referral partner to show on the report.
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Pro Tip Loan Officers
If you are looking to build relationships with partners:
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Give them great service on your current application.
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Use automated Engagement emails and texts to update them as the application moves forward.
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Call and tell them about the value you can bring to them on future deals.
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Pro Tip Sales Managers
Managers can see roll up reporting over time on Partners that are sending over the business.
Spend your time working with Buyer and Seller Agents generating and sending over business to your organization.
Use automated Engagement emails and texts to update them as the application moves forward.
Call and tell them about the value you can bring to them on future deals.
Add them to an Engagement marketing flows to stay in contact.
Referral Partner Report
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The Referral Partner Report: focuses on your Referral Partners the referral partners that you associate with leads. (How to Associate a Lead to Referal Partner: Web | Mobile). This report will allow applications. It allows you to see a consolidated view of the applications sent over by your Referal Partner referral partner over a given time.
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Pro Tip: Stay top of mind with your partners.
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During a meeting with a Referral Partner you cal pull up all of their leads in a consolidated view using this report.
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Use automated engagement emails and texts to update them as the application moves forward.
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Add follow-up reminders to stay in touch on current deals and discuss value you can add to them on future deals.
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See the How to Associate a Lead to Referral Partner: Web | Mobile articles for details.
Sales Manager Report
The Sales Manager Report can be filtered to see only pending deals from partners. Managers and organizations can use the Sales Manager Report to monitor the effort and successof agents working with partners.
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Partner Campaigns
Campaigns for partners can help you group partners for reporting and tracking performance. Some of the examples of ways partners could be grouped into campaigns include:
Partner Campaign: If you want to group your realtors, add them to a single campaign.
Type of Partner: Create partner campaigns into groups by profession such as real estate agents, attorneys, contractors, builders, and others.
Corporate Organization: Group individual partners into their corporate entities. If you were working with real estate agents, you could create campaigns with corporate entity groupings.
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inTouch Engagements
Use inTouch Pathspaths to automatically send updates to your Referral Partnersreferral partners. You can build on your relationship relationships using custom communications with your partners. Use Email, RVM, email and SMS to send updates to your partners.
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| title | inTouch Partne rEngagement Examples |
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Consider these examples:
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Create an inTouch engagement path to send updates to your Partners when they change status throughout the loan application process.
Use Status and Activity changes as triggers
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Leverage any of the Partner Fields or Custom fields set up in the inTouch communications
For Example, You could use the Referral Partner and Spouse’s Names in an email inviting them to an event.
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Send out personalized holiday emails.
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Check to see if the Partner Monthly Newsletter is going out. You can check if the Monthly Partner Newsletter is currently going out.
Go to the inSight Tab
Email Report
Pull up a report containing over 1 month of data
Look for a Task Name containing a Newsletter with a Contact Type Partner
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If you do not see Partner Newsletters talk to your Customer Success Manager about options or open a Support Ticket. |
API and Integrations
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You can leverage Insellerates Webhooks Insellerate's webhooks and API with the Partner Workflow workflow and fields.
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Examples include:
Bulk Partner
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creation
Sending a webhook to trigger a
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third-party integration when a status or activity changes
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Sending a
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webhook when a
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field is updated with a value to a
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third-party integration
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Related Partner Tools
To add value and efficiency to your relationships with your partner, you can take advantage of our other features and add-on products that support partner relationships.
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. Your organization may have all, some, or none of these add-on products.
AgentConnect
Add You can add value to your partner's relationships using AgentConnect. You can create Co-Branded Real Estate Flyers co-branded real estate flyers for agents and custom property landing pages featuring the property, your Partner, and information about you as the loan officer. Create Real Estate Property Landing Pages you can create real estate property landing pages that feature you as the loan officer, your partner, their contact information, and property highlights. Lastly, you can create Static Flyers static flyers about your products with your personal branding.
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| title | More about Agent Connect / Examples |
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Co-Branded Real Estate Flyers
Both you and your partner can quickly create co-branded Home Property Flyers that your partners can use for marketing in many ways.
Flyer Content
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Flyers include highlights from the MLS listing and pictures
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branding
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Loan officer contact information
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The top four pricing options are displayed depending on the flyer you choose. The pricing is directly connected to your Optimal Blue, Mortech pricing engines.
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Ability to access the custom property landing page associated with the real estate flyer.
The landing page is created automatically when you create the Home Property flyer.
Option to scan the QR code to access the page: QR codes are commonly used by mobile phone users to quickly access property landing pages. They open their camera and scan the QR code to see the property landing page.
Option to text for information. The flyer prompts clients to text a number that will send them a link to the property landing page.
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Ideas for Flyer Use
Open Houses: Print and hand out to leads
Sign Inserts: Print and put them in the yard sign inserts
Ad copy for magazines or promotions
Insert the QR code from the flyer on any other marketing materials
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Real Estate Property 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.
Real Estate Landing Pages
Website URL
Features for Real Estate Agents
Contact information
Real estate agent branding
Request a Showing button: Initiates an email to the real estate agent and the date/time the lead wants to see the property
Contact Real Estate Agent button: Initiating an email to the real estate agent
Lead capture information
Features for the Loan Officer
Apply Now button: Linking 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, Mortech connections
Get Pre-Qualified button: Linking to Point-of-Sale link for the lead to apply for a loan or another website
Contact Loan Officer button: Initiating 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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Static Flyers
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Your marketing team can upload product flyers that you print with one button.
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Data IE: Your Leads Property Profile
Data IE is an Insellerate add-onproduct that can help you better serve your customers by automatically pulling known public data into your leads. It gives you borrower intelligence with data points to help build relationships. Organizations
Clients of organizations with Data IE your clients will receive a monthly home value report . This will show showing them their potential equity or purchasing power with their current property.
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| title | Learn more about Data IE |
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Examples of data that could be available:
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
This add-on product to the CRM will help you create Customers For Life. You know the value of customers for life by staying top of mind with your former clients to ensure they come back to you for their lending needs. The average borrower gets up to 7-11 loans over the course of their lifetime. Only 19% come back to their original lender for their next loan. Let us This product can help you improve those odds.
Customer for Life will automate automates a personalized program to continue to reach out to your clients and build upon your relationship. We have different packages to choose from. All communications are customized with your brand and loan officer information.
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Packages
We have several packages you can choose from. Talk to your Customer Success Manager to learn more.
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Emails
Home Reports
Recent Sales in the Neighborhood
Market Trend Reports
Foreclosures in the Area
Holiday Greetings
Value Updates
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Direct Mail
Neighborhood Market Trends
Seasonal Newsletters
Home Report
Birthday Card
Thank You Card (first year)
Examples
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Related Articles
Viewing Leads associated with a Referal Partner (Web, Mobile)
Reporting: RE Agent Report
Reporting: Referral Partner Report
Add links to the sections for the Add On products