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Classic - Associating Leads to a Referral Partner (Web Application)

Classic - Associating Leads to a Referral Partner (Web Application)

Owned by Rebecca Kornblum
May 03, 2024
2 min read

Overview

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

 

Instructions

  1. Access inFlow from the main menu bar.

     

  2. Search for the application you want to associate with.

  3. Open the lead in the Application Panel.

  4. Locate the Partner fields. In this example, Sally Newberry’s partner information is in the Contact section.
    Note: Organizations have custom sections in the Application Panel. You may need to open more than one section to find the fields for Agents and Referral Partners. If you do not see the Partner fields in any section, reach out to your organization’s Admin to see if your organization is using the Partner workflow. If your organization wants to use the Partner workflow, contact Insellerate Support to set it up.

     

  5. Enter any applicable Partner information.
    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.

    • Buyer Agent: Select the agent from the drop-down on the purchase contract representing the Buyer.

    • Seller Agent: Select the agent from the drop-down from the purchase contract representing the Seller.

    • 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.

    • Referral Partner: This field 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, add your Partner to Insellerate.

 

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