Speaker 1: Hello, Be In Touch users. I'm here to talk with you about managing partnerships and creating co-branded marketing with these partners. We're going to start with an overview of the partnerships database and explain how you create a partner record. First, click the Partnerships tab at the top of the screen. You'll then see the marketing sequence as sub-tabs at the top. Every partner record in your database is going to fit into a step on this marketing sequence. BizCard Collected is the default step when a new record is created, but you can move your partners further along the sequence as you continue to do business with them. Once they know your name and you've met with them, you can mark them as Interested, then Active Partner once they start bringing you referral business. Later, your best partnerships can be marked as Preferred Partners. Changing the marketing sequence for a partner is easy. Just check their name in the Partnerships tab and click the Move Records button above the list. You can then choose which part of the sequence should be applied to that partner. In addition to the marketing sequence, you can also organize your partners by group. In the upper right corner of your Partnerships tab, you'll see a couple icons. Click Group View to list your partners by group instead of Marketing Sequence Stage. These groups can include anything you like, and you can always make new groups by clicking the plus sign icon next to Partnerships, clicking Manage Groups, and entering or changing group information. Once you hit Update Groups below, you'll see that the new group names will appear in the Group View of your Partnerships tab. You can open a partner record by clicking on a partner's name. When you do, you'll see that the information for the record is organized into sub-tabs, including Contact Info, Partnership Info, Campaigns, Tasks, Participated Records, Documents, and more. The first, Contact Info, can be used to keep track of a partner's phone number, email, address, social media, and other forms of contact. In addition, details like the partner's nickname, NMLS number, and time zone can be listed here. You can also upload an image for the partner and a logo for their company. When you enter or change anything in a partner's record, remember to click the Update Record button at the top or bottom of the page to save your changes. You may have noticed a number listed near the top of this tab. The CID, or Contact Information ID, will be used later, so remember that it is found here in the Contact Info sub-tab. The Partnership Info sub-tab is used to configure CRM-specific information for the partner, including their stage in the marketing sequence, the type of partner they are, their current status with your business, and the like. It is sorted into collapsible sections, which you can show or hide by clicking the category bar. You will also see a Log Changes into Tracker checkbox at the top of this tab. If checked, this will create a tracker event whenever you modify information in this partner's record. The tracker appears to the right of any tab you're working in for this partner. You can easily view all recent interactions with the partner here, and you can add notes and events regarding the partner directly to the tracker by clicking the Add Event button. The Campaigns tab allows you to start marketing campaigns to drip on your partners. When you click Start Campaign, you'll be able to choose from the campaigns that you've developed or found from the content exchange in the Marketing tab. You can also pause campaigns for the partner or remove them completely from a campaign via the Actions menu to the right. You can assign tasks to yourself or other CRM users in the Tasks sub-tab. These will be linked to this partner's record. If you have routine meetings with a partner or need to remind yourself to call someone back, these tasks are an easy way to track your daily workload. They will appear in your Dashboard tab, and reminder notifications can be sent to both you and your partner. From this partner's record, you can see all tasks associated with that partner, and you can reschedule or cancel these too. The Participated sub-tab will show all client records that this partner is participating in. You can click any borrower names here to open their record in the Mortgages tab, and you can find that partner in the Borrowers Participants sub-tab to navigate back. This makes it easy to reference information throughout your CRM while talking to your partner about a client. If you need to upload any files associated with this partner, you can store them in their Documents sub-tab. Here, you can find images, documents, or other files on your computer and upload them to your CRM. So far, most of the information we've gone over has been for your own reference. HandTouch also offers your partners a helpful tool in the form of Partner Portals, which are customizable sites you can generate for your partners. You can send an invite to your partner for this portal website in the Partnership Info sub-tab. In the field to the right with the partner's contact information, you can click Invite to send an email to the partner with login and setup information. You can even view that partner's portal from here with the Click to Visit link. You'll need your partner's password to do so, which you can find at the bottom of the Contact Info sub-tab. This portal will pull contact information you have entered for the partner when they set up their site. From their portal, the partner can communicate with you, view their recent statistics and participated transactions, submit lead data, create open house forms to collect more leads, provide pre-approval information for clients, and even create pages for property sites. Information you enter for mortgages will update in this partner's portal, allowing them to view their information at their leisure. These portal sites are secure and unique for each partner. If you want to learn more about all the features and tools available via Partner Portals, please watch our Partner Portals training video. If you like the idea of marketing alongside a partner, you can run co-branded campaigns that will include branding and contact information for both you and your partner. These marketing campaigns can benefit both parties as they drip on new leads. To start with co-branded marketing campaigns, open your Marketing tab. Be In Touch offers several pre-made campaigns you can use for your business, including co-branded campaigns, in the Content Exchange sub-tab. Here, you can search through all the available campaigns, but we're going to go through one titled New Lead from Partner Portal Co-Branded. When you click on this campaign, you will see it has several steps, some of which go to yourself, some to the borrower, and some to the partner. Once a lead comes in from the portal, the partner will get a thank you message and you will get an email informing you of your new co-branded lead, and the borrower will be sent tips on getting pre-approved. Based on the numbers in the Interval column, additional emails will be sent to the borrower over time. These will all be automatic, and you won't need to take any actions. You can always edit these whenever and however you want. Let's say that your realtor has a list of leads that they are looking to send you now that you too have co-branded campaigns set up. If you want these leads to enter your CRM with that partner listed as the buying agent, you can put the CID number we referenced before in a column of the spreadsheet file they sent you. Once saved, you can open the Options tab, click Import CSV, and upload it from your computer. You'll then use the data in the file to map to the corresponding fields in your CRM. If you use the CID, just map that field to the Buying Agent field in your CRM. Then, just follow the import instructions to bring the new leads into your CRM. If we open your Mortgages tab and go to the Leads Marketing tab, If we open your Mortgages tab and go to the Leads Marketing stage, we can find the new leads brought in from your partner's list. To start our co-branded campaign for these leads, just check the boxes to the left, click the Start Stop Campaign button above the list, and select the campaign we worked on before. Once you click Start Campaign, it will begin for the selected records. If we open one of these leads and look under the Participants sub-tab, you will see your partner is already linked. In the Campaigns sub-tab, we can also see the new campaign started for the leads. You most likely already use one of the pre-made email templates for your communications via BMTouch, but did you know you can include co-branded information in these templates? This is easy to set up. Just head to the Options tab and open the Predefined Templates section. You'll notice that several here have co-branded in the title. If you see any you like, just click the Import to Template button below to add it to your personal list of email templates. Editing these co-branded templates is just as easy. Go to the Marketing tab, then open the Templates sub-tab. Here, you'll see a list of the templates you have set up for your business, including the co-branded ones you just added. If you click the Edit Pencil icon to the right, you can change what appears in any template. You can customize their look and text, and you can include meta-tags here to automatically pull information for you and your partner. When you're composing an email, you can select templates from the drop-down menu above the Email Editor. You'll now see the new co-branded options in the list. Whichever you choose, you can view what the template will look like using the View link below the menu. Alright, we've gone over all the basics for partnerships and co-branded marketing. If you want to learn about any elements in the CRM in more detail, the first step is to practice. Try creating a few records or campaigns for yourself, and you'll see how intuitive our system is. Keep an eye out for our video icons. You can click these icons to watch short, topical videos on the tools and features in that part of your CRM.