Partners Workspace and Professional Directory

Partners is FastIQ's relationship workspace. Its directory is broader than a realtor list: it stores real estate, settlement, insurance, financial, lender, processing, and other professional contacts in one place.

The six relationship views

• Directory: search people and companies and review professional contact details.
• Referrals: review attributed referral relationships.
• File Collaboration: work with explicitly assigned professionals on authorized files.
• Communications: relationship communication activity.
• Co-branding & Portals: borrower-facing partner experiences and links.
• Relationship Intelligence: relationship value and attention signals.

The workspace header also shows counts for professional contacts, attributed referrals, funded transactions, and relationships due for attention.

Add a professional

1. Open Partners from the top navigation and select Directory.
2. Select Add Professional.
3. Enter at least the required first name and choose the Professional Type.
4. Add the available contact, company, website, licensing, address, and headshot information that you can verify.
5. Select Add professional. No record is created while the required information is missing.

Professional Type includes Real Estate Agent, Transaction Coordinator, title and closing roles, attorneys, insurance and financial professionals, lender contacts, internal and third-party processors, and other professional roles.