Description
Associating leads applications with your Partners partners in Insellerate will allow allows you to pull up a partner and see all of view all the applications you are working on for that partner.
...
Instructions
...
Select inFlow from theinFlow tab in the main menu bar:.
2. Search for the application you want to associate
Example: Newberry
3. 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
|
Select Applications from the Workflow Typedropdown menu.
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.
Select a record. In this example, we are selecting Richard Brennan and the details open in the Record Details Panel to the right.
Open the Contact Form section if it is not already open.
Enter any applicable partner information.
Buyer Agent: Select the agent from the
...
dropdown on the purchase contract
...
representing the buyer.
Seller Agent: Select the agent from the
...
dropdown from the purchase contract representing the seller
...
.
Buyer Attorney: Select the
...
attorney from the
...
dropdown representing the buyer when applicable.
Seller Attorney: Select the
...
attorney from the
...
dropdown representing the seller when applicable
...
| Tip |
|---|
Entering this information can be useful tools for new partner leads |
...
.
Referral Partner: This
...
field
...
is critical to associating a lead with a referral partner
...
. Select the
...
referral partner from the
...
dropdown. This will tie this application to your partner.
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 leads.
| Note |
|---|
If you do not see your Partner go partner, add your Partner partner to Insellerate click the links below to see how: |