What is a partner?

A partner is any external organization Sharpei transacts with on your behalf. Each partner has a type that tells the AI how to talk to them:

• Lender — capital providers you shop deals to (Acme Capital, BMO Harris, etc.)
• Broker — intermediaries who send you applications (only relevant if you're a lender or have brokers in your channel)
• Vendor — equipment dealers who refer applicants to you

A partner is an organization. The actual people at that org who send and receive emails are stored as representatives — name, email, phone, title, primary flag.

Why this matters: AI counterparty detection

When an inbound email arrives, Sharpei matches the sender's email against your representatives table. If we find a match, the AI knows:

1. Who sent it (the rep)
2. What kind of counterparty they are (lender / broker / vendor)
3. Which org they belong to

That lets the AI route the message correctly — broker replies don't get mixed up with applicant questions, and lender pricing never gets cc'd to the wrong party.

The correlation tracker ("cookie")

When you shop a deal to multiple lenders at once, each lender gets a unique correlation token stamped into the email subject — looks like [SHRP-a3f9k2x1]. When that lender replies, the inbound poller extracts the token and routes the reply back to that specific application × lender thread. No mixing. No misrouting. Even if the lender forwards the email or breaks the reply chain, the token in the subject keeps the conversation correctly grouped.

How to configure

1. Add your partners

Go to Partners in the sidebar. Click "New Partner". Fill in:

• Name — "Acme Capital Partners"
• Type — Lender / Broker / Vendor
• Email — primary contact (used as fallback if there's no representative)