Overview
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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 and referrals sent to you. It details the following information:
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Partner Types
Adding Partners helps you to build and track relationships.
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Partner Prospects
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Enter partners with whom you are trying to build relationships.
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Seller Agents and Buyer Agents
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Real estate agents associated with purchase applications. They may or may not be Referral Partners.
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Referral Partner
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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 you use for leads with your partners. Use the partner inFlow view to see your Partner relationships and deals in one place.
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Partner TrackingUse Status, Activities, Sections, and Fields to track your Partner relationship.
Status  Activities  Sections  Fields  |
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| title | Learn More About Using inFlow Action Tools |
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Action Tools
Use the Action Tools shortcuts in the toolbar to help you manage your Partner relationships.
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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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Partner Reporting
RE Agent Report
The RE Agent Report shows all of the applications. This report shows It displays all of the Partner's input the buyer and seller agents associated with the application in the partner details. These are the Buyer and Seller Agents associated with the lead. This report does not require the Partner partner to be a Referral Partner referral partner to show on the report.
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| title | Learn More About the RE Agent Report |
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Pro Tip: Loan Officers If you are looking to build relationships with Partners:
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Pro Tip: Sales Managers
Managers can see roll-up reporting over time on Partners that are sending over the business.
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Spend your time working with Buyer and Seller Agents generating and sending over business to your organization.
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Use automated Engagement emails and texts to provide updates 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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Referral Partner Report
The Referral Partner Report focuses on the Referral Partners referral partners that you associate with leadsapplications. This report It allows you to see a consolidated view of the applications sent over by your Referral Partner referral partner over a given time. See the How to Associate a Lead to Referral Partner: Web | Mobile articles for details.
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| title | Learn More About the Referral Partner Report |
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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 can 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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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, and SMS to send updates to your Partners.
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| title | Learn More About inTouch Partner Engagements |
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Create an inTouch Engagement path to send updates to your Partners when they change status throughout the loan application process. To do this, use Status and Activity changes as triggers.
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.
Activate the Insellerate Partner Newsletters that are branded with your information. Follow these steps to see if the Monthly Partner Newsletter is currently going out.
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Navigate to the inSight tab.
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Click Email Report.
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Pull up a report containing more than one month of data.
Look for a Task Name containing a Newsletter with a Contact Type Partner.
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partners.
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API and Integrations
You can leverage Insellerate's Webhooks webhooks and API with the Partner Workflow workflow and fields. Examples include:
Bulk Partner creation.
Send Sending a webhook to trigger a third-party integration when a status or activity changes.
Send Sending a webhook when a field is updated with a value to a 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 Partnerpartner'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. you can create Real Estate Property Landing Pages real estate property landing pages that feature you as the loan officer, your Partnerpartner, 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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Co-Branded Real Estate FlyersBoth you and your partner can quickly create co-branded real estate flyers that your Partners can use for marketing in many ways.
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| title | Learn More About AgentConnect Real Estate Property Landing Pages |
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Real Estate 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.
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Website URL
Features for Real Estate Agents:
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Contact information.
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branding
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The Request a Showing button initiates an email to the real estate agent and the date/time the lead wants to see the property.
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The Contact Real Estate Agent button initiates an email to the real estate agent.
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Lead capture information.
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Features for the Loan Officer:
The Apply Now button links 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 or Mortech connections.
The Get Pre-Qualified button links to a point-of-sale link for the lead to apply for a loan, or another website.
The Contact Loan Officer button initiates an email to the loan officer.
Ideas for Using the Property Landing Pages
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Include links to the property landing pages in any of your social media posts or ads.
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| title | Learn More About AgentConnect Static Flyers |
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Static Flyers
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Your marketing team can upload product flyers that you print with one button.
Signature block with loan officer contact information.
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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.
Clients of organizations with Data IE 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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Data IE
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Lead data allows you to enter into a conversation about their home and current loan(s) to bring knowledgeable insights and personalize your conversations. Craft the right message at the right time.
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Examples of Potential Available Data
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Current Lender(s)
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Mortgage Balance
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Indicated Value
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Current Loan Rates
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Value Estimates (High and Low)
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Estimated Equity
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LTV
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Name on Title
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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 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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| title | Learn More About Customer for Life |
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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