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Cobranding: Co-Branding with Partners

Co-branding with Partners can be an ideal way to keep both you and your Partner top of mind.

Written by Maureen Maher

What does it mean to Co-Brand with a Partner?

It means that any Contact, Lead/Opportunity, or Past Client which has a Partner as the referred by, will have Co-Branded marketing sent to the Contact if the Partner is set to
Co-Branded.​

For Closed Loans and Opportunities, be sure to add the Partner as a referred by on the Opportunity record for marketing to go out cobranded.

What marketing goes out co-branded?

The marketing that is sent co-branded includes:

  • Mortgage Market Guide Monthly

  • Lead Purchase and Refinance Campaigns

  • Happy Birthday

  • Annual Check-in

  • Holiday Cards

  • Seasonal Cards

  • Homes & Money

  • YOU Magazine

  • Quick Tips
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How to activate Co-Branding with a Partner

  1. Add your Partners to Tabrasa One.

  2. Add your Contacts, Leads/Opportunities, Closed Loans with the Partner you want to Co-Brand with as the Referred By on the Contact when uploading them or entering them.
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  3. Navigate to Co-Branding on the left navigation menu.
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  4. Select the Co-Branding Not Yet Enabled tab
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  5. Search for the Partner to Co-Brand with; You can use a Search for name, email or phone, or the drop down for Partner Type
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  6. Click on the Partner's name
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  7. Upload your Partner's photo and logo
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  8. Click the blue button in the upper right labeled Enable Co-Branding
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  9. Click Enable Co-Branding
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