How do my affiliates give me leads?

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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 your affiliates can send you leads.

 

In this article, you will learn about:

 

To start, make sure you have the following:

 

What are the two ways that affiliates can give me leads?

There are two ways for affiliates to send you leads: 

  • Fill and submit the Send a Referral form in their portal.

  • Add a Web Lead Form to their own website to collect referrals.

You'll receive a notification when new leads are sent your way. Leads will be marked as ‘Referred by’ the corresponding affiliate.

 

Using the Referral form in the affiliate portal

Please share the following steps with your affiliate if they want to send you referrals through the Referral form in their portal.

  1. Log in to your affiliate portal

  2. Click on Send a Referral at the top

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  3. Fill the form with the lead’s information

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  4. Click on Submit

  5. You will get a Lead added successfully notification

Using the Web Lead Form in the affiliate portal

Please share the following steps with your affiliate if they want to send you referrals through a Web Lead form that they can add to their own website.

  1. Log in to your affiliate portal

  2. Click on Web Lead Form at the top

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  3. Select English or Spanish

    This will be the language for the form.

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  4. Enter a Webform custom title

    This is the heading of your form.

  5. Adjust the Frame height and width as needed

    The forms will come with a default height and width but you can adjust this manually if needed.

  6. Copy the entire code snippet from the Webform code box

  7. (Optional) You can preview the form by clicking on Preview

 

How can I use this Web Lead Form if I already own a site to collect referrals?

Simply copy the code from the form generator and insert it in your website using a Custom HTML (or similar) element or send the code to your IT person or web designer for them to work with it.

  Tip

If you don’t know how to add the custom code to your existing site, look for instructions on ‘Add Custom HTML code’ in your provider’s help center.

 

What you can do now:

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