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Associating leads with your Partners in Insellerate will allow you to pull up a partner and see all of the applications you are working on for that partner.

Access inFlow from 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:

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:

INS Documentation > Associating Applications to a Partner (Web App) > image-20221121-175848.png

If you do not see the Parnter fields in any section

Reach out to your organization Admin to see if your organization is using the Partner workflow.
If your organization wants to use the Partner workflow reach out to Customer Support to set it up.

4. Enter any applicable partner information:

Buyer Agent: Select the agent from the drop-down on the purchase contract that is representing the buyer
Seller Agent: Select the agent from the drop-down from the purchase contract representing the seller

It is possible to populate these fields from your Loan Operating System: Admins can contact support to see if this is an option.

Buyer Attorney: Select the Attorney from the drop-down representing the buyer when applicable
Seller Attorney: Select the Attorney from the drop-down representing the seller when applicable

Entering this information can be useful tools for new partner leads

5. Referral Partner: This is the field that is critical to associating a lead with a referral partner

Select the Referal Partner from the drop-down this will tie this application to your partner

If you do not see your Partner go add your Partner to Insellerate click the links below to see how: