<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 VIP Partner feature in MLOFLO provides the Loan Officer with a comprehensive view of the top partners, key performance metrics, and detailed partner information. This feature is divided into four main sections: Top Partners, Dashboard, Partners, and Partner Pipeline.

1. Top Partners

This section displays a graphical representation of the amount closed by VIP partners. The graph has the following features:

• Y-Axis: Represents the amount closed.
• Data Selection: Users can select data to be displayed for different time frames, including:
  • ALL: Displays all available data.
  • YTD (Year-to-Date): Displays data for the current year.
  • Monthly: Users can select any month of the year to view data specific to that month.

2. Dashboard

The Dashboard section provides key metrics related to VIP partners. The details shown include:

• VIP Partners Leads Distributed: The number of leads distributed to VIP partners.
• VIP Partners Units Closed: The number of units closed by VIP partners.
• VIP Partners Leads Received: The number of leads received from VIP partners.
• VIP Partners Amount Closed: The total amount closed in dollars by VIP partners.

3. Partners

This section lists the details of all VIP partners in a tabular format. The table includes the following details:

• Partner: The name of the partner.
• Phone No.: The partner's phone number.
• Email: The partner's email address.

Users can add a new partner by clicking on the +Partner button. When adding a new partner, the following details are required:

• Partner Affiliation: Select from available options.
• Partner Type: Choose 'VIP Partner'.
• Partner Source: Select the source.
• Buyer Side: Enter the buyer side details.
• First Name: Enter the first name.
• Last Name: Enter the last name.
• Email: Enter the email address.
• Phone Number: Enter the phone number.
• Work Phone: Enter the work phone number.
• Home Phone: Enter the home phone number.
• Date of Birth: Enter the date of birth (MM/DD).
• Company Name: Enter the company name.
• Company Details: Provide the company details.
  • Street: Enter the street address.
  • State: Select the state.
  • Zip: Enter the zip code.
  • City: Enter the city.
• Unit Type: Select the unit type.
• Add to My Lead Pipeline: Option to add the partner to the lead pipeline.

Click Save to add the new partner.

4. Partner Pipeline

This section contains a table listing the pipeline details of partners. The table includes the following details:

• Name: The name of the person associated with the partner.
• Partner: The name of the partner.
• Status: The current status of the partner.

This feature allows Loan Officers to manage and track the progress and performance of their VIP partners effectively.