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
How to activate Co-Branding with a Partner
Add your Partners to Tabrasa One.
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.
Navigate to Co-Branding on the left navigation menu.
Select the Co-Branding Not Yet Enabled tab
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
Click on the Partner's name
Upload your Partner's photo and logo
Click the blue button in the upper right labeled Enable Co-Branding
Click Enable Co-Branding
