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This article describes how to add and edit your partners to in Insellerate through the web application. There are two paths for adding partners:

Path 1: Via the Workflow Type

Path 2: Via the Partner Registration page

This article details the following information:

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Adding a Partner via the Workflow Type

  1. Select Partners from theinFlow dropdown menu.

    image-20240828-205831.png

  2. Select Partner from the Workflow Typedropdown menu.

    image-20240927-230718.png

  3. The Partner Registration window opens in the Record List Panel.

    image-20240829-003951.png

  4. Complete the information fields in the Add a New Partner section.

    image-20240829-004713.png

  5. Click Create Partner to add the new partner.

    image-20240829-004822.png

  6. A green toaster opens in the top right of the screen confirming the successful creation of the new partner.

  7. The new partner information appears in sections of the Record Details Panel.

    image-20240829-005042.png

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Adding a Partner via the Partner Registration Page

  1. Select Partners from the inFlow dropdown menu.

    image-20240829-020234.png

  2. The Partner Registration/Manage and Edit Partners page opens.

    image-20240829-020155.png

  3. Click Add.

    image-20240829-022019.png

  4. The detailed Partner Registration/Manage and Edit Partners page opens.

    image-20240829-022230.png

  5. Complete the Partner Information fields on the left side of the Partner Registration/Manage and Edit Partners screen.

    image-20240829-022544.png

    1. First Name: Enter your partner’s first name.

    2. Last Name: Enter your partner’s last name.

    3. Email: Enter your partner’s email address. (Note: Insellerate will display an error if the partner email is already in Insellerate.)

    4. Phone Numbers (optional): This is recommended as adding the phone numbers will make them available for Click-to-Call functionality in web and mobile applications and inTouch SMS Engagement.

      • Mobile

      • Work

      • Extensions

    5. Address Information (optional)

      • Address

      • City

      • State

      • Postal Code

    6. License: Enter any state or national license number associated to the partner. This is typically the NMLS# for a broker or the real estate license number for realtors. This number will be used for duplicate management to make sure only one partner per license exists.

    7. Company Name (optional): Add or select the company name where the partner is associated. This is recommended as you can use this data when creating inTouch engagement messaging with your partners to personalize and customize your messaging. See the Adding a New Company (Branch) section below for details about completing this field.

    8. Partner Type: Select the appropriate type for the partner from the drop-down list.

    9. Partner Avatar: Upload an image of your partner. This is recommended as you can use these images when creating inTouch engagement messaging with your partners to personalize and customize your messaging, including co-branding for referral client messaging.

  6. Complete the System Associations fields on the right side of the detailed Partner Registration/Manage and Edit Partners screen.

    image-20240829-022722.png

    1. Insellerate System Branch Association: Criteria for determining which branches open leads, unassigned leads, and applications the user can view. See the Branching article for more information.

    2. Campaign: Select the partner campaign type for your partner.

    3. Primary Agent: Select the primary agent working with your partner.

  7. The Assistants and Other Fields and TPO sections are optional to complete.

  8. Click Add to add the partner to Insellerate.

    image-20240829-024427.png

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You can upload a logo for partner companies and branches to use in signature blocks or co-branded Content Library templates.

For a New Company (Branch)

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  1. Click the + icon in the Company Name (Branch) field.

    image-20240928-011705.png

  2. The Add New Company (Branch) window opens.

    image-20240928-011803.png

  3. Enter the company (branch) name in the Organization Name field.

    image-20240928-022802.png

  4. Click Add Branch to save the new company (branch).

    image-20240928-023007.png

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Adding a Logo to an Existing Company (Branch)

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  1. Click the pencil icon to edit a selected record.

    image-20240928-025520.png

  2. When the Partner Registration/Manage and Edit Partners page opens, the First Name, Last Name, and Company (Branch) fields will be populated.

    image-20240928-025838.png

  3. Click the pencil icon in the Company Name (Branch) field.

    image-20240928-030118.png

  4. Drag/drop or upload the company (branch) logo in the Upload Partner Branch Avatar field when the Edit Company (Branch) - <company name> popup window opens.

    image-20240928-030554.png

  5. Click Save Branch.

    image-20240928-030738.png

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The Partner Registration grid shows you all referral partners based on the user selection in the Team/Agent dropdown.

  1. Select Partners from the inFlow dropdown list.

    image-20240928-031819.pngImage Added

  2. The Partner Registration grid opens.

    image-20240928-031927.pngImage Added

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Partner Sync from Encompass

If the Encompass Partner partner contact fields are in the Encompass Reporting database, then Insellerate can bring the field-level data into the application for that client. Contact your Customer Success Manager to update your Encompass mapping. Note: This will not create a new partner in Insellerate. It just adds it to the individual client application.

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