Description
This article describes how to add your partners to 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:
Path 1: Adding a Referral Partner via the Workflow Type
Select Partners from the inFlow dropdown menu.
Select Partner from the Workflow Type dropdown menu.
The Partner Registration window opens in the Record List Panel.
Complete the information fields in the Add a New Partner section.
Click Create Partner to add the new partner.
A green toaster opens in the top right of the screen confirming the successful creation of the new partner.
The new partner information appears in sections of the Record Details Panel.
Path 2: Adding a Referral Partner via the Partner Registration Page
Select Partners from the inFlow dropdown menu.
The Partner Registration/Manage and Edit Partners page opens.
Click Add.
The detailed Partner Registration/Manage and Edit Partners page opens.
Complete the Partner Information fields on the left side of the Partner Registration/Manage and Edit Partners screen.
First Name: Enter your partner’s first name.
Last Name: Enter your partner’s last name.
Email: Enter your partner’s email address. (Note: Insellerate will display an error if the partner email is already in Insellerate.)
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
Address Information (optional)
Address
City
State
Postal Code
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.
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.
Partner Type: Select the appropriate type for the partner from the drop-down list.
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.
Complete the System Associations fields on the right side of the detailed Partner Registration/Manage and Edit Partners screen.
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.
Campaign: Select the partner campaign type for your partner.
Primary Agent: Select the primary agent working with your partner.
Click Add to add the partner to Insellerate.
Editing a Partner via the Workflow Type
Click inFlow 2.0 from the inFlow dropdown menu.
Select Partner from the Workflow Type dropdown menu in the Menu Panel. Only workflows related to active partners will be visible.
Select a record type from the Menu Panel. In this example, we are selecting Prospects from the Workflows list.
The Record List Panel opens to the right displaying the list of records that matches your selection. In this example, the list of prospects opens.
Select a record to edit. In this example, we will edit ACME Test Partner.
The selected record opens in the Record Detail Panel. Make the desired changes to the record.
Click Update to save your changes.
Editing a Partner via the Partner Registration Page
Select Partners from the inFlow dropdown menu.
The Partner Registration/Manage and Edit Partners page opens.
Click the link icon of the record to be edited. In this example, we are selecting Test Partner.
The record will open in a new tab. Make the desired changes to the record.
Click Update to save your changes.
Adding a Partner on the Borrower Application from within inFlow
If a user has permission to add/edit partners on the Partners page, they can add a new partner in inFlow.
Click inFlow 2.0 from the inFlow dropdown menu.
Select Partner from the Workflow Type dropdown menu in the Menu Panel. Only workflows related to active partners will be visible.
Select a record type from the Menu Panel. In this example, we are selecting Active Partners from the Partner Queues list.
Select a record from the Record List Panel. In this example, we are selecting Lauren SkollTest.
Open the Contact Form section if it is not already open.
Click the +sign in the Referral Partner field to add a new partner.
Complete the partner information when the Add Referral Partner popup window opens. Fileds with a yellow asterisk beside them are required.
Click Add Referral Partner to save the information and create the new partner.
Editing a Partner on the Borrower Application from within inFlow
If a user has permission to add/edit partners on the Partners page, they can edit/update information for an existing partner in inFlow.
Click inFlow 2.0 from the inFlow dropdown menu.
Select Partner from the Workflow Type dropdown menu in the Menu Panel. Only workflows related to active partners will be visible.
Select a record type from the Menu Panel. In this example, we are selecting Active Partners from the Partner Queues list.
Select a record from the Record List Panel. In this example, we are selecting Lauren SkollTest.
Open the Contact Form section if it is not already open.
Click the down arrow in the Referral Partner field.
Select a partner from the Referral Partner dropdown list. In this example, we are selecting A. J. King.
Click the edit (pencil) icon.
Make the necessary information changes when the Edit Agent - (agent name) popup window opens.
Click Save Agent to save the changes.
Adding a New Company (Branch)
Users 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)
If a company (branch) has not yet been selected:
Click the + icon in the Company Name (Branch) field.
The Add New Company (Branch) window opens.
Enter the company (branch) name in the Organization Name field.
Drag/drop or upload the company (branch) logo in the Upload Partner Branch Avatar field.
Click Add Branch.
For an Existing Company (Branch)
If a company has already been selected from the Company Name (Branch) dropdown:
Click the edit (pencil) icon in the Company Name (Branch) field.
The Edit Company (Branch) -<Company Name> window opens.
Enter the company (branch) name in the Organization Name field.
Drag/drop or upload the company (branch) logo in the Upload Partner Branch Avatar field.
Click Save Branch.
Partner Registration Grid
The Partner Registration grid shows you all referral partners based on the user selection in the Team/Agent dropdown.
Partner Sync from Encompass
If the Encompass 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.
Pro Tip: You can use these fields to build relationships with your partners using them in inTouch marketing emails and SMS.