Instead of living inside spreadsheets or relying on “gut feel,” the tool gives you a clean, consistent, six-month snapshot of who’s helping you grow—and who might need a little more attention.
Everything starts the moment you set up your account and complete your profile, and from there the platform becomes your daily command center.
We built this to help you turn what you learn in training into action automatically, visually, and without extra work on your part.
Once you add your partners (manually or via CSV), Partner Insights builds a complete picture of each relationship using both your data and your instincts.
We take your six-month production numbers and your 1-to-5 ratings, blend them together, and score each partner across Performance, Potential, and Health.
Those scores ladder up to the familiar Platinum, Gold, and Silver ranking system you’ve seen in training.
The end result is simple: you immediately know who your strongest partners are, which relationships need nurturing, and where the biggest growth opportunities live.
If you have more than a handful of partners, uploading a CSV is the fastest way to get everything into the tool. Just download the template, fill out the six-month snapshot, and drop it back in.
The system double-checks your work, validating numbers, calling out mistakes, and showing a clean preview before anything gets saved.
Think of it as a safety net that keeps your data clean and your analytics trustworthy. You’ll spend less time fixing spreadsheets and more time actually using the insights.
Every partner gets their own detail page, which is basically a highlight reel of what’s working—and what isn’t.
You’ll see their application, approval, and close rates, along with their average loan size, total volume, and even their volume share (how much of your business they represent).
You’ll also see where expectations don’t match reality. Maybe a partner has huge potential but the health score is lagging. Partner Insights helps you see exactly where to focus your next conversation.
This is where Partner Insights becomes more than a dashboard—it becomes a strategy tool. You can sort by any column to instantly find high-volume partners, high-quality partners, or partners who send referrals but don’t convert.
Filters take it a step further.
Want to see only partners who’ve sent more than six referrals and have a close rate above 40%? Two clicks and you’ve got a hyper-focused list of relationships that are worth doubling down on.
Whenever you need a refresher or you’re troubleshooting your spreadsheet, the built-in Help Center has what you need.
There’s also an AI assistant trained entirely on all our help docs (including this one) to walk you through the right steps, even when our team is busy or offline.
And if you think of a feature you’d love to see next? Visit our roadmap to send a suggestion straight to our product team.
We review every entry and use them to shape what we build next.
