Connecting Someone to a Deal

Login to your Usherpa account and click on Loans and View Loans from the drop down. Once your loans pull up, click on the binoculars of the loan you would like to connect your Business Partners to.

In the View Loan click the button "Link Someone To This Deal" on the right side of the screen.

This will bring up a box to "Link Someone To This Deal". Choose the referral type from the drop down box.

Or you can add a referral by choosing Manage Referral types.

After you select the referral type, type the contact name in the Search for contact box.

You can also add the contact to your Usherpa account if they have not been added already by choosing Add a contact

If they referred the loan check the box "Referred the loan"

Once you have connected them to the loan you can view under the Referrals.