Linking a Related Contact to your leads or borrowers is a key part of building long-term referral relationships. You can also use this feature to track other relationship types, like family members or business partners.

• Add Related Contact to an existing Contact
• Add Referral Contact while creating a new Contact

Add Related Contact to an existing Contact

1. After opening the lead/borrower Contact you want to link to an existing Referral Contact, click on, “Related Contacts”
   
   

2. A ‘Link A Contact’ drawer will slide-out on the right side of the screen. In the ‘Link with a contact’ field, start typing the name (first or last) to narrow your choices down. When you find the appropriate Contact to link, click on the name.
3. In the ‘Choose a relationship type’ field, choose, ‘Referred By’ to link the Referral Contact. You can also use this function to link other related contacts, in addition. This feature is not limited to a single relationship or relationship type.
4. When complete, click ‘Save’ (in yellow) at bottom.
5. You should now see the new 'Related Contact'
   
   
6. To remove a 'Related Contact', click the 'un-link' button next to the contact relationship.
   
   

Add Referral Contact while creating a new Contact

1. While adding a new contact, scroll to bottom of the ‘Create a Contact’ drawer. In the ‘Referred by’ field, start typing the name (first or last) to narrow your choices down. When you find the appropriate Referral, click it.
   
   
   

2. When complete, click ‘Save’ (in yellow) at the bottom