Associating Applications to a Partner (Web App)

Description

Associating applications with your partners in Insellerate allows you to view all the applications you are working on for that partner.

Select inFlow from the inFlow tab in the main menu bar.
Select Applications from the Workflow Type dropdown menu.
Select an option from the Lists, Queues, or Workflows in the Menu Panel. In this example, we are selecting New Lead and the records are listed in the Record List Panel to the right.
Select a record. In this example, we are selecting Richard Brennan and the details open in the Record Details Panel to the right.
Open the Contact Form section if it is not already open.
Enter any applicable partner information.
Buyer Agent: Select the agent from the dropdown on the purchase contract representing the buyer.
Seller Agent: Select the agent from the dropdown from the purchase contract representing the seller.
Buyer Attorney: Select the attorney from the dropdown representing the buyer when applicable.
Seller Attorney: Select the attorney from the dropdown representing the seller when applicable.
Referral Partner: This field is critical to associating a lead with a referral partner. Select the referral partner from the dropdown. This will tie this application to your partner.

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.

If you do not see your partner, add your partner to Insellerate: