Empower Your Referral Partners with Enhanced Collaboration

To address real-world challenges shared by users, we’ve rolled out updates that enhance collaboration and visibility for Referral Partner Users throughout the origination journey. These enhancements boost visibility, flexibility, and efficiency, saving you time and helping you close deals faster.

Assign Multiple Referral Partner Users to a Package

Referral Partner Users can invite colleagues to collaborate on a package. Whether they’re the primary Referral Partner or a team member, any Referral Partner User can submit a referred package.

Referral Partner Users can adjust team member roles and add new team members even after a package has been referred.

Internal Users can invite new Referral Partner Users and manage their roles on a package, providing the flexibility and support needed to ensure smooth collaboration.

Referral Partner Company Dashboard

Internal Users can enable the Company Dashboard when editing or creating Referral Partner Users.

Referral Partner Managers can view referral volume and loan progress across all packages submitted by their Company, driving visibility and accountability.

Level Up Your Collaboration Today

These updates are live in SPARK with no additional setup required! Learn more in the Referral Partners section of our Knowledge Base.

Explore these new tools today to improve your daily collaboration with Referral Partners.

If you have any questions, please reach out to your Customer Success Manager or submit a ticket to the SPARK Support Team.