A partner hub is one private page for a referral partner. It lists every client they have sent you and where each open file stands, so a realtor with three clients in flight doesn't have to call you three times.
What the Partner Sees
A count of clients referred, in progress and funded. Each open file shows the client's first name, the city, the kind of mortgage, the same progress steps your client sees, and the closing date once there is one. Finished files move to Past Files with their funding date. If the partner is copied on any equity reports, an Equity Reports section lists the recent ones, and they can open each one as a PDF with the figures from the day it was sent. Otherwise the section doesn't appear.
What Stays Private
The hub never shows amounts, rates, lenders or documents. A file that isn't going ahead reads as Not Proceeding with no reason, so that news still comes from you.
Where to Send It From
- A deal's participants. Select the share icon on any partner.
- A contact's profile. Choose Send Partner Hub from Actions, or use the share icon beside the referrer in Referred By.
- Referral Partners. Select the share icon on a partner's row.
You see exactly what the partner will see before anything goes out. Select Send Partner Hub to email it from your connected mailbox, or Copy Link to send it yourself. It goes to an email on the partner's contact. If there isn't one yet, type it in the window and it is saved to their contact. The hub lists only files on your team. The link doesn't expire and always shows the latest progress.
Automatic Updates
Both are off until you turn them on for that partner. Milestone Updates emails them when a file they referred reaches a new step, and Funded Thank-You sends a thank-you when it funds. To stop everything, select Turn off every link.
What to Do Next
Continue with Manage Your Referral Partners.