Description

This article describes how to manage partner relationships in Insellerate using partner workflows to track the leads and referrals sent to you. It details the following information:

Partner Reporting

RE Agent Report

The RE Agent Report shows all of the applications. It displays all of the buyer and seller agents associated with the application in the partner details. This report does not require the partner to be a referral partner to show on the report.

Referral Partner Report

The Referral Partner Report focuses on the referral partners that you associate with applications. It allows you to see a consolidated view of the applications sent over by your referral partner over a given time. See the How to Associate a Lead to Referral Partner: Web | Mobile articles for details.

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 success of agents working with partners.

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.

inTouch Engagements

Use inTouch paths to automatically send updates to your referral partners. You can build on your relationships using custom communications with your partners. Use email and SMS to send updates to your partners.

API and Integrations

You can leverage Insellerate's webhooks and API with the Partner workflow and fields. Examples include:

• Bulk Partner creation

• Sending a webhook to trigger a third-party integration when a status or activity changes

• Sending a webhook when a field is updated with a value to a third-party integration

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. Your organization may have all, some, or none of these add-on products.

AgentConnect

You can add value to your partner's relationships using AgentConnect. You can create 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 that feature you as the loan officer, your partner, their contact information, and property highlights. Lastly, you can create static flyers about your products with your personal branding.

Data IE: Your Leads Property Profile

Data IE is an Insellerate add-on product 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 receive a monthly home value report showing them their potential equity or purchasing power with their current property.

Customer for Life

This add-on product to the CRM will help you create customers for life 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. This product can help you improve those odds.

Customer for Life automates a personalized program to continue to reach out to your clients and build upon your relationship. All communications are customized with your brand and loan officer information.