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Generate Pipeline Reports to your Referral Partners

Reffinity is a tool used to update your referral partners with automatic pipeline status emails. These can be scheduled on an automated, weekly basis so that your referral partners are receiving regular updates!

How to Generate a Reffinity Report:
  1. Click the Reffinity tab
  2. Fill out the name of your referral partner in the Referred By field
    • Also fill in the agent fields if you would like to see what this partner has worked with you in addition to what they have directly referred to you. If you use the agent field, be sure to change the operator dropdowns as well.
  3. Press Track


Overview of Reffinity Report Results:

 Pipeline
  • Total Referrals Received: your total referrals from this partner
  • Total Referrals Deep Received: your total referrals from this partner, plus any referrals you received from them
  • In the Pipeline section, you will see all the referrals this partner sent to you that are new leads and/or in your pipeline.
 Closed Loans
  • Total Closed Loan Volume: total volume closed from this referral partner
  • Total Closed Units: total units closed from this referral partner
  • In the Closed Loan section, you will see all the loans you were able to close based on the referrals this partner sent to you.

Watch the video below to learn How to Generate Pipeline Reports to Your Referral Partners using Reffinity:

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