Referral Tracking Software

Streamline Referral Process and Increase Cross-Selling

ReferTrac is proven internal referral tracking software for financial institutions that makes the entire referral process seamless.

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 Tracking

Track referrals from point of contact through sales outcome.

  Eliminate manual tracking of referrals

  Track all referral details and outcome

  Increase referrals that result in sales

Referral Reports

Referral reports sent automatically to your inbox.

  Create custom reports

  Referral program reports sent automatically via email

  Automated manager referral reports 


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

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

Quick and easy implementation.