How Do I Invite a Partner?

About

Partnerships in Goliath let two organizations collaborate on specific deals without merging their entire pipelines. Common use cases include wholesaler-investor pairings, joint ventures on fix-and-flip projects, and referral networks for out-of-market leads. Only organization admins can send partnership invitations, and the receiving organization must also be using Goliath.

Admin Permission Required

Inviting a partner is an admin-only action. If you don’t see the option to invite partners, contact your organization administrator.

Step-by-Step Guide

1. Navigate to the Partnerships and Referrals settings

   From the main navigation, go to Settings and select Partnerships and Referrals from the sidebar. If you’re an admin, you’ll see an option to invite new partners.

2. Enter the partner organization’s email

   Click the Invite Partner button and enter the email address of an admin from the organization you want to partner with. The email must belong to an existing Goliath organization.

3. Send the invitation

   Click Send Invitation. The receiving organization’s admin will receive a partnership request they can accept or decline.

4. Wait for acceptance

   Once an admin on the receiving side accepts the invitation, the partnership becomes active. Both organizations can then share specific deals and contacts with each other.

How Partnership Sharing Works

Partnerships do NOT grant automatic access to all your data. Instead, sharing happens on a per-deal or per-contact basis. When you want to collaborate on a specific opportunity, you explicitly share that deal with your partner organization. Team members from both organizations can then be added as participants on the shared deal, view the deal timeline, and collaborate in real time.

This approach ensures your full pipeline and contact database remain private unless you choose to share individual records.

Pro Tips

• Your organization can partner with multiple Goliath organizations simultaneously — useful for brokerages working with several wholesalers or investors.
• Either organization can end the partnership at any time from the Partnerships and Referrals settings. Ending the partnership stops future sharing but preserves data on deals that were already shared.
• Add partner team members as participants on shared deals to enable cross-organization collaboration without granting blanket access.

Frequently Asked Questions

Q: What if the organization I want to partner with isn’t on Goliath yet?

Both organizations must be using Goliath for partnerships to work. Refer the organization to Goliath first, then send the partnership invitation once they’ve signed up.

Q: Does my partner see all my contacts and deals?

No. Partnerships only grant access to records you explicitly share. Your partner cannot see your full pipeline, contact list, or any deals you haven’t shared with them.

Q: Is there a cost to partner with another organization?

Partnerships themselves are free. Each organization pays for their own Goliath subscription, but there’s no additional fee to establish or maintain partnerships.

Q: Can I partner with multiple organizations at the same time?

Yes. You can maintain active partnerships with as many Goliath organizations as needed — common for brokerages collaborating with multiple wholesalers or investors across different markets.

Q: What happens to shared deals if I end the partnership?

Ending a partnership stops future sharing but does not delete historical data. Deals that were previously shared remain accessible to both organizations, but you won’t be able to share new records after the partnership ends.