How to Manage Introducer Companies in Smartr365
Overview
Introducer Management lets you create and manage introducer companies that refer business to your firm. You can set up introducer companies, then manage users within each company who can submit leads.
Getting Started
Where to find it: This feature is accessed via Settings > Introducer Management (from the routing path). Note: Introducer management is accessed through the navigation if you have the System Administrator or Manager role.
Who can access it: System Administrators and Managers
Step-by-Step Guide
Viewing Your Introducer Companies
Navigate to the Introducer Companies page
You will see a list of all your introducer companies
Use the search bar to filter by company name
Toggle between table and card view using the view icons
Adding a New Introducer Company
Click the Add button
Enter the company name
Click Save
Editing an Introducer Company
Find the company in the list
Click Edit next to the company
Update the company name as needed
Click Save
Managing Introducer Users
Find the company in the list
Click Manage Users
You can add, edit, or delete users within that introducer company
Introducer users have different roles: Introducer CEO, Branch Manager, and Negotiator
Each introducer user can only have one role in one branch
Tips & Best Practices
Each introducer company has its own set of users separate from your brokerage users
Deleting an introducer user will invalidate any QR codes they have created
Removing a role from an introducer user will also invalidate their QR codes
Need More Help?
If you need further assistance, contact our support team through the chat widget or email support@smartr365.com.