You can add and edit multiple partners. Simply <a href="https://downloads.mortgagechampions.com/tools/partnerinsights/bulk-import-template" target="_blank" rel="noopener noreferrer nofollow" class="cursor-pointer box-border border-b hover:border-b-[2px] transition-all duration-75 " style="text-decoration: none; border-color: var(--portal-accent-color);">download this template</a>, fill-in your partners' data, and login into your account at <a href="http://app.mortgagechampions.com" target="_blank" rel="noopener noreferrer nofollow" class="cursor-pointer box-border border-b hover:border-b-[2px] transition-all duration-75 " style="text-decoration: none; border-color: var(--portal-accent-color);">app.mortgagechampions.com</a> to upload.<blockquote><h3>Correctly inputting your partners' potential and health metrics</h3>In the template, you'll see columns for your partnerships' potential (Their Business, Future Referrals, Future Volume) and health (Communication, Time &amp; Attention, and Promotion).For each of those columns, input a value from 1-5 where 1 always means low or poor, and 5 means high or great.Example: If a partnership does not require a lot of time or attention, input 5—not 1.</blockquote><img src="https://uploads.productlane.com/eda7e61f0369f9c0fe1b3fb1766b03ea.gif" data-processed-src="https://uploads.productlane.com/771b454866fe13f258f615d04bf9e078.jpeg" data-original-src="https://uploads.productlane.com/eda7e61f0369f9c0fe1b3fb1766b03ea.gif"><h1>Steps for adding partners via CSV</h1><ol class="steps-list"><li>Start by selecting Bulk Upload from the Add Partner(s) button in the top right hand corner.</li><li>Click the Download CSV Template button and correctly input your partners data.</li><li><a href="https://www.dropbox.com/scl/fi/yeerce44w5yl00928tirq/partner-import-template.csv?rlkey=pcgmg7b3dmt0ty0f7jdt5sv3l&amp;dl=1" target="_blank" rel="noopener noreferrer nofollow" class="cursor-pointer box-border border-b hover:border-b-[2px] transition-all duration-75 " style="text-decoration: none; border-color: var(--portal-accent-color);">The template</a> will download, open that on your computer</li><li>Add your partners' names, companies, types (details below), and market (e.g., Austin, TX)</li><li>Assign your partners of 1-5 for for their potential and partnership health (details below)</li><li>Add 6 months of performance data for each of your partnerships</li></ol><h1>Tips for inputting partner data correctly</h1><h2>Partner types</h2><h3>Default partner types</h3><ul class="accent-bullets"><li>Realtor</li><li>Builder</li><li>Financial Advisor</li><li>CPA</li><li>Attorney</li><li>Property Manager</li><li>Investor</li></ul>Enter one of the above into the Type column⚠️ For default partner types, leave the Custom Type column blank<img src="https://uploads.productlane.com/44965a3fe54aab9283587a34783e2d1b.jpeg" data-processed-src="https://uploads.productlane.com/44965a3fe54aab9283587a34783e2d1b.jpeg" data-original-src="https://uploads.productlane.com/9dea382b1948d690f6b4e6a32682e643.png"><h3>Other partner types</h3>⚠️ For custom partner types, leave the Type column blankIf you want to use a custom partner type (e.g., Teller, South Bend Branch, Highway Realty, etc.), enter your custom label into the Custom Type column.<img src="https://uploads.productlane.com/2f185de6b6303e0acbdb8047879bf705.jpeg" data-processed-src="https://uploads.productlane.com/2f185de6b6303e0acbdb8047879bf705.jpeg" data-original-src="https://uploads.productlane.com/d6564bd6e0e9b22e02000c7f6104f63c.png"><h2>Partnership potential</h2>Input a value that reflects how you feel about each partnerships' potential for:<ul class="accent-bullets"><li>Their Business (how much business you see this partner doing in the future)<ul class="accent-bullets"><li>1 = Less</li><li>3 = The same</li><li>5 = More</li></ul></li><li>Loyalty (how loyal this partner is to you versus other lenders)<ul class="accent-bullets"><li>1 = Not loyal</li><li>3 = Somewhat loyal</li><li>5 = Very loyal</li></ul></li><li>Network (how many agents, builders, or other referral partners they know)<ul class="accent-bullets"><li>1 = Small</li><li>3 = Medium</li><li>5 = Large</li></ul></li></ul><img src="https://uploads.productlane.com/d8a3f5c3e47676d3f680569861b462dd.jpeg" data-processed-src="https://uploads.productlane.com/d8a3f5c3e47676d3f680569861b462dd.jpeg" data-original-src="https://uploads.productlane.com/f4e085b6879f4dd36ee1dcc8268d8615.png"><h2>Partnership health</h2>Input a value that reflects how you feel about each partnerships' potential for:<ul class="accent-bullets"><li>Like-mindedness (how aligned you are on prioritizing service over price)<ul class="accent-bullets"><li>1 = Not aligned</li><li>3 = Somewhat aligned</li><li>5 = Very aligned</li></ul></li><li>Ease (how easy it is to work with this partner)<ul class="accent-bullets"><li>1 = Difficult</li><li>3 = Moderate</li><li>5 = Very easy</li></ul></li><li>Promotion (how much does this partner promote your business)<ul class="accent-bullets"><li>1 = Almost never</li><li>3 = Sometimes</li><li>5 = All the time</li></ul></li></ul><img src="https://uploads.productlane.com/1c090a77140404a230c936c84c82e943.jpeg" data-processed-src="https://uploads.productlane.com/1c090a77140404a230c936c84c82e943.jpeg" data-original-src="https://uploads.productlane.com/0e8e251c4f8cab70d919c3dc63508c02.png"><h2>Partnership performance</h2>⚠️ Do NOT include $ symbols when inputting volume (enter 920000 not $920,000)Input performance data from the last 6 months for each of your partnerships:<ul class="accent-bullets"><li>Referrals (number of referrals received)</li><li>Applications (number of applications submitted off those referrals)</li><li>Approvals (number of applications that were ultimately approved)</li><li>Closed Loans (number of approvals that ultimately closed)</li><li>Volume (volume funded from those closed loans)</li></ul><img src="https://uploads.productlane.com/00b2bd8a4f50083ee285f7db60f9e82f.jpeg" data-processed-src="https://uploads.productlane.com/00b2bd8a4f50083ee285f7db60f9e82f.jpeg" data-original-src="https://uploads.productlane.com/2728bd5746ef459010b72fe9d9953e78.png"><h1>Review and edit as needed</h1>To edit your partner data before importing, select the Edit All button.<img src="https://uploads.productlane.com/aedf584c4703df1070bf3f0c46136520.jpeg" data-processed-src="https://uploads.productlane.com/aedf584c4703df1070bf3f0c46136520.jpeg" data-original-src="https://uploads.productlane.com/f18d497e98c2c418343ead6543e565e7.jpeg">Use the provided screen to edit your partners as needed before import.<img src="https://uploads.productlane.com/88ee19a7f5266cf40fcc987d5a2da131.jpeg" data-processed-src="https://uploads.productlane.com/88ee19a7f5266cf40fcc987d5a2da131.jpeg" data-original-src="https://uploads.productlane.com/8c8d18c3febf286ea001b6d8b3071e54.png">Click the Save All Changes button, and then click the Save () Partners button.<img src="https://uploads.productlane.com/3543879fc1036f0380d94075535c8119.jpeg" data-processed-src="https://uploads.productlane.com/3543879fc1036f0380d94075535c8119.jpeg" data-original-src="https://uploads.productlane.com/b979d2a00c0f1591a440bcb8a5e747ec.jpeg">Once saved, you can then click the View Partners button to see how each ranks based on our proprietary evaluation model.<img src="https://uploads.productlane.com/dc830f1acf269f53422139d0c1e02f1c.jpeg" data-processed-src="https://uploads.productlane.com/dc830f1acf269f53422139d0c1e02f1c.jpeg" data-original-src="https://uploads.productlane.com/f2f046de36ea54724f428869439d5054.jpeg">