Add a Realtor or Partner to My Database

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 add a realtor or partner to your database.

Adding realtors, referral partners, builders, and loan partners to your Floify account allows you to instantly notify them when loan milestones are met. You can choose to keep them updated via email or text message and everyone stays in the loop.

How to Set Up

From your loan pipeline, navigate to Settings and select the Realtors, Partners tab:

Click on the plus towards the right to add a new realtor or partner:

Enter the first name, last name, and/or email address for the realtor/partner and select Search for Partner. This will search the database to see if we have an existing account for this user or not:

Any matches will populate in the Found Partners dropdown. If the user matches, go ahead and select them from the dropdown and select Select Found Partner:

The realtor or partner will now be listed in your contacts. They will also be available to invite into any loan flows:

Note: Adding a realtor or partner contact to your database does not send anything out to that realtor or partner. They will receive an email notification the first time they are linked up to their first loan flow, at which point they will be able to set up their Floify account credentials.

Success! The realtor or partner should now be available to invite into a loan flow for any borrower you choose.