Overview
The Realtors, Partners settings allow for you to make various configuration changes to your realtor/partner contacts and your pre-approval letter template.
Among these settings, you'll have access to create co-branded landing pages with your realtors or partners, and generate a unique URL for them to share with their borrowers.
How to Set Up
From your loan pipeline, navigate to Settings and select the Realtors, Partners tab:
Select the Edit Co-Branding Settings icon towards the right of the realtor or partner's name and contact information:
Note: Realtor and partner co-branding needs to be enabled to have this available.
Check the box to Enable Co-Branding for this realtor/partner:
You will have the option to customize the co-branding link for this specific realtor or partner and/or add a photo. Make sure you select Save to confirm the changes:
Success! Realtor/partner co-branding has been set up for this realtor/partner.
Please note the following:
The Floify Sub-Domain Path must still be used in the iFrame, even if you are using your own white labelled URLs
The general landing page is the only link that can be co-branded