A referrer is an external partner who sends you deals - a dealership, an accountant, a broker in another vertical. Referrer users get a stripped-back form so they can pass the basic customer and deal details straight into Financeable.
When to use it
Anyone outside your brokerage who sends you deals can be set up as a referrer. There are many kinds - these are two examples of how the settings work, not the only referrers you can have.
Example | Turn on Referrer | Turn on Prefilled supplier info |
A dealership that refers customers and supplies the vehicle | Yes | Yes - they're the supplier |
An accountant who refers clients | Yes | No - they supply nothing |
Someone in your own team | No. Invite them as a normal user instead | No |
The question that decides Prefilled supplier info is simply whether the referrer also supplies the asset.
Set one up
Create a sub-organisation for the referring business - see Create an organisation.
Invite their staff as users under that sub-organisation.
In each user's permissions, enable Applications → Referrer.
If they also supply the asset, enable Applications → Prefilled supplier info.
They can now sign in and pass deals to you on the simplified form.
Who can do this: anyone with the Organisation → Create, Users → Invite and Users → Permission change permissions.
What Prefilled supplier info does
Takes the details of the referrer's own sub-organisation and pre-fills them into the supplier section of any application they create.
What referrers see
A simplified application form with only the fields they need. They don't see the full workflow, the lender panel, or other users' deals.