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Classic - Associating Leads to a Referral Parter (Mobile Application)

Classic - Associating Leads to a Referral Parter (Mobile Application)

Owned by Rebecca Kornblum
May 03, 2024
3 min read

Overview

Associating leads with your Partners in Insellerate allows you to view a Partner and see all the applications you are working on for that Partner. You can do this in the web application or the mobile application.

 

Instructions

  1. Click the magnifying glass to search for the lead you want to associate with your Partner.

     

  2. Enter the name of the lead you want to associate with your Partner.

     

  3. Open the lead in the mobile application.

     

  4. Click the lead to open the Lead Details.

     

  5. Open the Contact section in the Application Panel and find the Partner fields.
    Note: Organizations have custom sections in the Application Panel. You may have to open more than one section to find the fields for Attorneys and Referral Partners. If you do not see the Partner fields in any section, contact your organization’s Admin to see if your organization uses the Partner workflow. If your organization wants to use the Partner workflow, contact Insellerate Support to set it up.

     

  6. Enter any applicable real estate Partner information. It is possible to populate the Buyer and Seller fields from your Loan Operating System. Admins can contact Insellerate Support to see if this is an option.

    • 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.

       

  7. Enter any applicable Attorney Partner information. Entering this information can be a helpful tool for new partner leads.

    • 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.

       

  8. Select the Referal Partner from the drop-down. This will tie this application to your partner. This field is critical to associating a lead with a Referral Partner.

     

  9. A list of your partners will open. Select the partner with whom you want to associate the lead.

     

  10. Click Save to associate the lead with the selected Partner.



If you do not see your Partner, add your Partner to Insellerate.

 

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