Internal Referrals & Cross Sales
Get Immediate Referral Results For Your Bank or Credit Union
FinancialRefer is proven internal referral tracking software for financial institutions that makes the entire referral process seamless.
Referral Goals
Keep staff on track with referral goal setting.
Set referral goals for staff
Staff can always see where they are at with their referral goals
Automated weekly referral goal reports sent to staff
Referral Form
Securely send referrals within
your financial institution.
Customize referral form
Send referrals at point of contact
Include referral product and details
Send to individuals or departments
Referral Reports
Referral reports sent automatically to your inbox.
Create custom reports
Referral program reports sent automatically via email
Automated manager referral reports
Referral Tracking
Track referrals from point of contact through outcome.
Eliminate manual tracking of referrals
Track all referral details and outcome
Increase referrals that result in sales
Communication
Referral notifications keeps everyone in the loop.
Instant email when referral is sent
Automated notifications when referrals are updated
Weekly referral summaries
Referral Incentives
Easily incentivize staff with for successful referrals.
Automate referral incentive calculations
Send reports to accounting department automatically
Customize referral incentives to fit your institutions needs