inflooens' Referral Partner Management solution is designed to connect loan originators with vendors, providing real-time operational insights and tools to foster successful partnerships. The platform enables users to discover potential referral partners by leveraging realtor insights and MLS data, plan and manage these partnerships with a guided planner and timeline view, and track efforts effectively. It also offers live production and health dashboards to nurture relationships and a comprehensive partner dashboard for setting and monitoring goals. Key functionalities include identifying ideal referral partners for lead generation, automatically linking MLS activities to loan officer production, and simplifying duplicate management. The solution acts as an all-in-one partner pursuit toolkit, offering a proactive relationship-building planner, categorization of leads using MLS data, real-time partnership updates, and inactivity notifications. Users can acquire, maintain, and strengthen connections through regular communication and support, with performance-based organization using live production metrics to boost wallet share and partnership value. The system provides a 360° view for goal-setting, monitoring, and referral status reporting, automating routine tasks and streamlining the entire referral management process.

Features & Benefits

• Discover Referral Partners: Leverages realtor insights and MLS data to identify ideal referral partners for lead generation.
• Manage Partnerships: Offers a guided planner and timeline view for managing partnership activities and tracking efforts.
• Nurture Relationships: Provides live production and health dashboards to foster and strengthen connections with partners.
• Set and Monitor Goals: Features a comprehensive partner dashboard for setting, tracking, and reporting on referral goals.
• Action Plan for Success: An all-in-one toolkit designed to make partner pursuit more efficient, informed, and successful.