Creating a Co-Branded Application Link for Referral Partners
What is a Co-Branded Application Link?
A co-branded application link is a unique URL that combines your business's branding with your referral partner's. This link can be shared with potential customers, allowing them to easily access your application or sign-up page while also promoting your referral partner's brand.
How to Create a Co-Branded Application Link
Creating a co-branded application link is a simple process. Just follow these steps:
Go to any business contact and click `Create Partner Page`
Select a partner type of Company or Loan Originator, if you select "Loan Originator", you can search/select any originator at the company.
You have the option of adding UTM tracking parameters
After clicking 'Generate' you can go right to your partner page, or copy the link to send to your new partner!
To make your landing page even more personalized, we recommend uploading a picture of your partner. To do so, click on their initials and upload an image!
Loans created by applying through this link will automatically have the referral source of the partner added to them, which can be viewed from the Pipeline table as well as on the borrower contact itself.
Additionally, the partner will automatically be added to the applications Loan Contacts
Benefits of Using a Co-Branded Application Link
Using a co-branded application link offers several benefits for both your business and your referral partners:
Overall, a co-branded application link can be a valuable tool for boosting your business's referrals and strengthening your relationships with your referral partners. So why not give it a try today?
Now that you know how to create a co-branded application link, you can start utilizing this feature to make the referral process even smoother for your business and your partners.