Referrals
Know what happened to every referral.
A teller sends a customer to a loan officer, or to a whole department. The loan officer follows up, and the teller can see how it turned out.
Quick to set upStaff training included
Quick to send
From a desk, a phone or a shared terminal.
Department queues
Send a referral to Mortgage and the next free loan officer claims it.
Credit where it's due
Goals, leaderboards and incentives keep up as staff send and close referrals.
Updates come to you.
Whoever sent the referral hears when it moves along. If one sits too long without anyone touching it, ProTrac sends a reminder.
See who's sending business your way.
Dashboards show who refers the most, which branches are busiest and how many referrals turn into sales. Set referral goals for everyone, a department or one person, and each person can see how close they are.
Incentive pay, calculated for you.
Staff can earn a payout when they send a referral and another when it closes as a sale. You set both amounts for each product, and ProTrac totals what each employee earned for the month.
Reports & Dashboards →Referrals come up all over the branch.
At the teller line, in the drive-through, in the lobby. ProTrac makes it easy to send one wherever it comes up, and keeps the history on the customer's record.
Also in Referrals
- Your terminology throughout
- Several products on one referral, like a car loan and a credit card
- Referral history on each customer's record
Works well with
See ProTrac in action
We'll spend 30 minutes in 46 Trust, our demo institution, using your terminology. Bring whatever questions you have.