HaMakor
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Due Tasks
New Partner File
Creates a Partner File — separate from client records
Full Name
*
Professional Type
*
Real Estate Agent
Mortgage Adviser
Lawyer
Mortgage Broker
Property Valuer
Architect
Translator
Accountant
Financial Advisor
Relocation Specialist
Property Manager
Surveyor
Other
Company / Firm
Licence Number
Phone
Email (optional)
WhatsApp
Areas Served
Years Experience
Select…
0-2
3-5
6-10
10+
Relationship Status
Applicant
Under Review
Approved
Active Partner
Priority
low
normal
high
urgent
Internal Owner
Next Action Date
Notes
Cancel
Create Partner File