Mission

At FinancialRefer, our passion is helping banks and  grow effective and meaningful referral programs.  Our team is made up of past banking professionals and experts in developing robust, user-friendly and effective software.  We have developed some of the most effective referral systems anywhere.  If there is one thing we know, it is referrals!  Too many opportunities to help customers/members are falling through the cracks by sending referrals through email and manually tracking on spreadsheets.  We are criss crossing the country to change that.

COST!  We take this part very serious.  The cost of software for financial institutions is just downright ridiculous. High overhead, overbuilt and so on, those software systems do not make economical sense for most financials.  Our goal is to provide software that is more focused on growing the financial institutions than ours.  That is why we have low cost, simple and transparent pricing that gives you our core system at a fraction of the cost of other software.  Our out of the box system is almost always a fit, you have the option to pay a little more for more customizations.  Bottom line, our system is effective, user-friendly and priced right for any size bank.

Referral Tracking Software

FinancialRefer is referral tracking software that helps banks and credit unions grow referral programs. Staff can easily send, track, update and report outcomes on referrals.

Business Lending Solution

BankBright's Business Lending Solutions helps banks streamline and automate their business loan origination all the way through underwriting.

Bank CRM

Do NOT waste money on an overly complicated and expensive CRM. We customize a simple and cost effective CRM for small to mid size community banks.

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