> ## Documentation Index
> Fetch the complete documentation index at: https://help.leaf360.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Partners Overview
> The referral partner summary in Leaf360 Mortgage CRM: how a referral gets credited to a partner, what each number means, and exactly what a partner can see in their portal.
Partners Overview answers one question: who's sending you business, and how much? It looks at your business contacts, tallies how many leads each one has been credited with, and puts your top partners, partner types, and recent activity all on one page.
Open it from **Partners Overview** under **Referral Partners** in the sidebar. The browser tab is also labeled **Partners Overview**.
A referral partner is a real estate agent, title company, insurance agent, attorney, CPA, or anyone else outside your company who sends you business. They're not the broker partners in Wholesale CRM — that's a separate workspace and a separate product. See [The three workspaces](/get-started/the-three-workspaces).
Also note: the sidebar row labeled **Partners** under **Pipelines** is actually the [Contacts](/mortgage-crm/contacts) list, not this screen. This screen lives further down, under **Referral Partners**.
## The header
The heading reads **Partners Overview**, with **Manage and track your referral partner relationships** underneath. **View All Contacts** on the right takes you to [Contacts](/mortgage-crm/contacts), where you create and edit partner records and set up their portal access.
This screen is just a summary. There's no search box, filter, sort, or refresh button — the numbers reload only when you open the page.
## The numbers across the top
Four numbers are worth knowing:
| Number | What it counts |
| ------------------ | -------------------------------------------------------- |
| **Total Partners** | Business contacts the screen loaded |
| **Referrals** | Every lead credited to one of those contacts, all time |
| **Volume** | The **closed** loan volume behind those leads |
| **Conversion** | Closed loans divided by referrals, as a whole percentage |
Two things about these are easy to get wrong.
**Volume means closed volume, not pipeline.** A partner with four leads in process and nothing funded yet adds nothing to this number. The same goes for per-partner volume anywhere else on this screen.
**These numbers are based on only your first hundred contacts.** Partners Overview pulls your hundred most recently updated business contacts and does its math on those. If you have more than a hundred, **Total Partners** stops at 100 and the other three numbers only cover that slice. For your real contact total, check [Contacts](/mortgage-crm/contacts).
Two more things narrow that group before the count even starts. Contacts marked inactive or merged, and archived contacts, are left out entirely. And unless you're an administrator, you only see contacts you're attached to — meaning you're the assigned loan officer, one of the other loan officers, a collaborator, the account executive, or the person who created the record.
Dollar amounts are abbreviated: $1.2 million shows as `$1.2M`, $450,000 as `\$450K\`, and anything under a thousand dollars shows in full.
## Top Performers
The left panel ranks your top five partners by referral count, highest first. Each row shows a number, the partner's photo, their name with their company underneath, and their referral count on the right. Click a row to open that partner's contact record.
It shows **No data available** when nothing has loaded yet.
## Performance by Partner Type
The right panel always shows the same nine partner types, in this order, whether or not you have any of each:
**Real Estate Agents**, **Title Companies**, **Attorneys**, **Insurance Agents**, **CPAs**, **Financial Planners**, **Home Inspectors**, **Builders/Developers**, and **Other**.
Each row shows how many partners of that type you have and their combined referrals, with a bar underneath. That bar is relative, not absolute — the busiest type fills the bar completely, and every other type is drawn as a share of it. A full bar just means "the most of any type here," not "all of them."
The type comes from the **Contact Type** field on each contact record. A contact with some other type, or no type at all, doesn't show up in this panel — not even under **Other**.
## Recent Partner Activity
The panel at the bottom lists the five partners with the most recent activity, newest first, with the date on the right. That date is their most recent credited referral if they have one — otherwise it's the last time their contact record changed. That's why a partner who's never referred anyone can still show up here.
It shows **No recent activity** when nothing qualifies.
## How a referral gets credited to a partner
Nothing on this screen moves until a lead is credited to a business contact — and that happens on the lead record, not here.
On the lead record in [Sales Pipeline](/mortgage-crm/sales-leads), open the **Source** block and pick a source category your company has marked as a referral category.
A search box appears over your business contacts. Pick the partner. If they're not on file yet, click **Create business contact** to open the full contact form — you won't lose your place, and the contact you create gets selected automatically when you come back.
Saving adds the partner to the lead as its referring contact, sets the source type to **Agent Referral**, records the partner's name as the source name, and adds them to the **Lead Team** with the role **Referral Partner** if they're not already on it.
That link is what every count on this page and on [Partner Performance](/mortgage-crm/partner-performance) is built from. A partner mentioned only in a note, or typed into a free-text source field, gets credited with nothing.
You can also add a partner to a lead directly from the **Lead Team** block by choosing the role **Referral Partner**. Removing the referring contact from the Lead Team clears the credit too.
Crediting a lead to a partner is also what makes that lead visible to them. Read the next section before you credit a lead to anyone.
## What a referral partner can see
A partner you've invited signs into the Partner Portal, a separate site carrying your company's branding instead of the Leaf360 name. Two things put a record in front of them:
* The lead is credited to them as its referring business contact, using the steps above.
* Their portal login email appears on the lead's **Lead Team**.
Either one is enough on its own. Leads your company has trashed are excluded, and everything is limited to your company.
Loans work the same way through the loan's **Transaction Team**: a team member entry that points to their business contact record, or carries their email, and is flagged as a business contact.
### On a lead
Their **My Leads** list shows the borrower's name, email, phone number, lead source, lead status, priority, loan amount with the loan type underneath, the lead team as photos, and how long it's been since the lead was last contacted.
Opening one of those leads shows everything above, plus:
| Also on the lead record |
| -------------------------------------------------------------------------------- |
| **Credit score** |
| Loan purpose and lead stage |
| The date the lead was shared |
| Property address, state, property type, occupancy and purchase price |
| The lead source name, source email address and source phone number |
| Every **Lead Team** member's name, role, avatar, email address and phone number |
| The third party note thread on that lead, and the partner's own tasks against it |
**Credit score is on that list.** A partner credited with a lead can see the borrower's credit score on the lead record, under the **Borrower** heading. On a narrow screen it also shows on the lead card in their list. If you don't want a particular partner to have that information, don't credit the lead to them and don't add them to the Lead Team.
Borrower **date of birth** is not on the list. The portal has a **Date of Birth** row in two places on the lead record, but that field is never actually sent, so it shows as a dash for every lead. Social security number, income, assets, employment, your team's internal notes, tags, tasks, and documents are all left out too.
A few more fields do travel to the partner's browser without ever appearing on the page: the borrower's middle name, the lead stage status, the lead source type, whether a loan has been created from the lead, the actual close date, the probability figure, and the date the record last changed. None of these are financial details, but they're worth knowing about if you're auditing what leaves your company.
### On a loan
A loan the partner is on the Transaction Team for shows less: borrower name, email and phone, the loan number, amount, purpose and mortgage type, the loan status, stage and pipeline stage, the application date, estimated closing date, funding date and closing date, the property's street address, city, state and zip, the stage history, milestone dates (where your company syncs them), the loan officer's name, the full Transaction Team with each member's name, role, email, phone and photo, and the third-party note thread. No credit score, no date of birth, no borrower financials.
### What a partner can do, not just see
The portal isn't just for viewing. A partner can share a new lead into your pipeline, write notes on a lead or loan they can see, and create, complete, and delete their own tasks on a lead. Notes they write show up on your side as third-party notes, and a lead they share arrives as a new lead with the partner already credited as its source.
This is the field list as the portal works today. If you need to be certain before sharing a specific borrower's record with a specific partner, remember the credit score point above, and check with your administrator about your company's Partner Portal settings.
## Common problems
The screen only loads a hundred business contacts and counts those — it's not your company total. Check [Contacts](/mortgage-crm/contacts) for the real number.
Referrals only count leads that name that contact as their referring business contact. Open the lead, edit its **Source**, choose a referral category, and pick the partner. Nothing else gives them credit.
Volume only counts closed loans. Anything still in the pipeline adds nothing until it reaches a closed status.
Unless you're an administrator, the screen only shows contacts you're attached to — as the assigned loan officer, another loan officer, a collaborator, the account executive, or the creator of the record.
The panel only shows nine fixed types. Contacts with a type outside that list don't show up at all — not even under **Other**.
Partner records are business contacts. Create one on [Contacts](/mortgage-crm/contacts) with **Add Contact**, or import them through [Import Data](/mortgage-crm/import-data).
## Related
* [Partner Performance](/mortgage-crm/partner-performance)
* [Contacts](/mortgage-crm/contacts)
* [Sales Pipeline](/mortgage-crm/sales-leads)
* [Partner Portal](/portals/partner-portal)
* [Leaf360 Mortgage CRM](/mortgage-crm/overview)