An affiliate partner can be any professional who refers new leads/clients to you. Affiliates are often Mortgage Brokers, Realtors, Auto Dealers, whose business depends on having clients with good credit. In this article, we’ll show you how to add affiliates to your account.
Table of contents:
To start, make sure you have the following:
How can I add a new affiliate to my account?
Click on Affiliates in the Side Navigation menu
Click on Manage Affiliates
Click on + Add New Affiliate
Fill the form with your affiliate’s contact nformation
Click on Status and select Active
(Optional) Add any relevant comments about your affiliate in the Notes box
(Optional) Upload your affiliate's photo if needed
(Optional) Assign your affiliate to one or more of your team members under Assigned To
(Recommended) Set Portal Access to Yes
When you add an affiliate, you can grant them access to a secure portal where they can send you new leads and see the progress of the clients they refer.
Select the Portal Language for your affiliate’s secure portal
Click on Add Affiliate
