What is The Partner Module?
The partner module is a place to store all of the realtors, lawyers, financial planners and any other type of business associate that you may deal with that sends you business. The idea behind the partner module is to:
- Allow you to track all of your partner in one place. You may want to do a holiday card to your partners, or just simply find their contact information when needed.
- Allow you to attach a partner to a mortgage or a contact as the referral source. This will allow you to see how much business you are getting from the partner.
In this video we give an overview of this module and some of the features many of our users find helpful: