Check out the recorded training below for a full overview of Partner Intel-an agent intelligence tool built specifically for loan officers. Partner Intel helps lenders search, engage, and collaborate with top-performing agents—faster and more effectively.
In this training, you'll learn how to:
Search and discover agents within the system
Create and save powerful search strategies for agent prospecting
Review and understand your current agent partnerships
Leverage co-sponsorship & more!
Don't have much time? Turn up the speed and use the chapters to skip around!
If you have any questions, please send our customer support team a direct message by clicking the pink chat bubble at the bottom right of your screen.
Below is a previously recorded Partner Intel training for lenders: