One of the key features of Big Purple Dot is sharing with other BPD users.
If you are a Lender, you can share pre-qualified leads with your Realtor to begin the home shopping process. If you are a Realtor, you can share clients that may need to get pre-qualified.
Sharing clients across accounts is easy to set up and also cuts down on consistent check-ins with your referral partners to see where each client is within the home buying process.
To set up Sharing, head to Settings > CRM > Lead Collaboration
You'll note a unique key under My Collaborator Key, you'll provide this key to your sharing partner to add under their account's section titled Share My Leads.
You can also email your collaborator key by using the Share Key option.
Equally, your sharing partner will provide you with their Collaborator Key which you will add under Add a New Collaborator.
Now, you will both refresh your page and select Accept each other's invitation to share leads. To make sure your whole team can share with the sharing partner, you will check off "Visible to all team."