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This is the written version of a short video showing what to do if you added a realtor (or any other referral partner) to your leads when they should have been a business contact instead. Prefer to watch it instead? Here’s the video:
For the full list of bulk actions on the leads list, see Sales Pipeline. This page just follows the video.

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Moving a lead to a business contact

1

Find the lead

Go to your sales pipeline, open All Leads, and find the person who should actually be a referral partner.
2

Select and move

Check the box next to them, then choose Move to Contact from the bar of bulk actions.
3

Fill in the details

Pick the contact type (realtor, investor, insurance agent, title, or any other partner type), set yourself as the primary loan officer, and add any collaborators.
4

Confirm the move

Check the confirmation and move them over. They get pushed into the referral partner section you picked.
This works for any partner type, realtors, investors, insurance agents, title, and so on.
Move to Contact isn’t a copy. The lead becomes a business contact and the original lead record is permanently deleted, see Sales Pipeline for the full warning.
If you’re creating a referral partner from scratch instead of converting an existing lead, do that directly from Business Contacts, or from inside any partner pipeline. See Build a Pipeline For Your Real Estate Agents.
Last modified on September 3, 2026