<div data-iframe-embed="" class="aspect-video"><iframe src="https://player.vimeo.com/video/1138277714" frameborder="0" allowfullscreen="true" sandbox="allow-scripts allow-same-origin allow-forms allow-popups allow-popups-to-escape-sandbox"></iframe></div><h1><strong>Welcome to Partner Insights</strong></h1><p>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.</p><p>Everything starts the moment you set up your account and complete your profile, and from there the platform becomes your daily command center.<br></p><p>We built this to help you turn what you learn in training into action automatically, visually, and without extra work on your part.</p><h2><strong>A Smarter Partner Database</strong></h2><p>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.</p><p>We take your six-month production numbers and your 1-to-5 ratings, blend them together, and score each partner across <strong>Performance</strong>, <strong>Potential</strong>, and <strong>Health</strong>.</p><p>Those scores ladder up to the familiar <strong>Platinum, Gold, and Silver</strong> ranking system you’ve seen in training.<br></p><p>The end result is simple: you immediately know who your strongest partners are, which relationships need nurturing, and where the biggest growth opportunities live.</p><h2><strong>Bulk Upload That Just Works</strong></h2><p>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.</p><p>The system double-checks your work, validating numbers, calling out mistakes, and showing a clean preview before anything gets saved.<br></p><p>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.</p><h2><strong>Partner Profiles That Reveal What Matters</strong></h2><p>Every partner gets their own detail page, which is basically a highlight reel of what’s working—and what isn’t.</p><p>You’ll see their application, approval, and close rates, along with their average loan size, total volume, and even their <strong>volume share</strong> (how much of your business they represent).</p><p>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.</p><h2><strong>Sorting &amp; Filtering That Actually Feels Useful</strong></h2><p>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.</p><p>Filters take it a step further.</p><p>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.</p><h2><strong>Help Center + Feedback (Your Direct Line to the Team)</strong></h2><p>Whenever you need a refresher or you’re troubleshooting your spreadsheet, the built-in Help Center has what you need.</p><p>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.<br></p><p>And if you think of a feature you’d love to see next? <a href="https://feedback.mortgagechampions.com/roadmap" 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);">Visit our roadmap</a> to send a suggestion straight to our product team.</p><p>We review every entry and use them to shape what we build next.</p>

Partner Evaluation Tool

A quick guide to evaluating your referral partners