<aside> <img src="/icons/list_gray.svg" alt="/icons/list_gray.svg" width="40px" /> Table of Contents

• Super Admin
• Loan Officer
• Loan Officer Assistant
• Branch Manager
• Borrower Journey
• Partner Journey
• Processing Manager

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The Partners feature serves as a comprehensive repository for managing partner information, facilitating effective collaboration and communication within the team.

• The Partners feature provides comprehensive details about partner contacts, including:

  • Name
  • Company
  • Type
  • Affiliation Type
  • Phone
  • Email
  • Status
  • Assign To
  • Tags
  • Portal Status
  • Closed Loans
  • App Completed
  • Leads Distributed
  • Leads Recieved
  • Lifetime Value
  • Created On
  • Last Contacted Date
  • Source

• Additionally, Loan officers have the following options:

  • Add New Partners: Loan officers can add new partner contacts directly within the Partners tab by selecting “+partner” located at the top right corner of the partner page under Contacts.
  • Enter the following partner details asked and select “save”

  

  • Import Partners: Loan officers have the option to import partner contacts for efficient data management.

  

  

  Actions for Partners via contacts:

  In the Action section, located in the rightmost column of the Partners page, Loan Officers have several options to manage partner interactions:

  Available Actions:

  1. Edit: This option allows you to edit the partner's details. The following fields can be updated:
     • Partner Affiliation: Includes details such as HOA or Partner Type.
     • Partner Contact Information:
       • First Name
       • Last Name
       • Email
       • Phone Number
       • Work Phone, Home Phone, Date of Birth
     • Company Information:
       • Company Name
       • Street Address
       • State
       • Zip Code
       • City
     • Partner Source: Includes "Self Gen" or any other specified source.
     • Buyer Side
  2. Log a Call: This option enables you to log details of a phone call with the partner. The following details are required:
     • Message: Add notes or a summary of the call.
     • Call Disposition: Select the outcome of the call (e.g., Completed, No Answer, etc.).
     • Status: Mark the status of the call (e.g., Open, Closed).
  3. Log an Email: This option allows you to log details of an email sent to the partner. Required details include:
     • Subject: Add the subject of the email.
     • Message: Add the content of the email.
     • Save: Hit the "Save" button to log the email.
  4. Tasks: This option allows you to assign tasks to the partner. The following fields are available:
     • Subject: The title or summary of the task.
     • Description (Optional): Add additional details about the task.
     • Due Date: Set a deadline for the task
     • Set Reminder: Option to set a reminder for the task.
     • Assign Task to: Select the person or team responsible for completing the task.
  5. Events: This option allows you to schedule events with the partner. The following details can be added:
     • Subject: Title or description of the event.
     • Description (Optional): Add any necessary information.
     • Attendees (Optional): Select attendees for the event.
     • Start Date & Start Time
     • End Date & End Time
     • All Day Event: Option to mark the event as an all-day event.
     • Reminder: Set a reminder for the event.
     • Show As: Mark the event status (e.g., Busy, Available).
     • Repeat: Set event recurrence options (e.g., Daily, Weekly, etc.).
     • Category Color: Assign a color code to categorize the event.
  6. Notes: This option allows you to add notes related to the partner. Required fields include:
     • Subject: Provide a title for the note.
     • Draft with AI (beta): Use AI assistance to draft the content of the note (optional).
  7. Delete: This option allows you to delete the partner record from the system.