From Point Of Contact To Sales, ReferTrac Makes The Referral Process Seamless

Expand Relationships

In todays competitive landscape, the best way to gain and retain customers is to increase products per household using ReferTrac.

Proven Results

ReferTrac has increased referrals, sales and made the referral process more effective in many Financial Institutions.

Easy To Setup & Use

ReferTrac is a secure web-based referral software that requires no IT staff to implement and is very user-friendly for staff.

Generate New Business With More Referrals.

ReferTrac makes the referral process easy and seamless that results in more referrals and sales. No more lost opportunities to sell more products per household.

Set and Track Referral Goals.

Set referral goals for staff and keep them motived to stay on track to reach their goals. Referral goal dashboard and automated reports allow staff to always see their referral goal progress.

Send, Receive and Track Referrals Between Departments.

ReferTrac provides an effective formal system to send and track referrals between departments and staff. Automated notifications keep staff on top of referrals and everyone in the loop to help close deals.

Reports sent automatically to your inbox.

Stop waisting time tracking referrals and sales on spreadsheets. Referral reports can be generated at anytime or sent right to staff inboxes automatically.

Referral Incentives

If you currently have a referral incentive program or want to add one. ReferTrac automates the referral incentive calculations.


We know that every bank and credit union has different needs. We work with you to customize your referral system to fit all your needs.


ReferTrac can be integrated directly into CRMs and marketing systems. IT staff can also use our API for referral verifications and more.

ReferTrac is simple and easy to use referral system that has shown results in communication and accountability of staff! We previously did not have a referral program and since implementing ReferTrac our referrals have increased substantially.

Dennis Vogel - President Citizens Bank

ReferTrac has taken the manual process out of our referral tracking saving research hours and money. They worked with us and our individual products requests to match what we needed for our end result. This process is so simple that all new employees can review and easily use our ReferTrac software without in person training.

Cindy Doran - AVP Farmers National Bank

Before ReferTrac, we were sending referrals through email without tracking them. Since implementing ReferTrac are referrals have increased 120% and sales have grown. Implementation took less than a week and after one virtual training session, all staff was able to use the system efficiently.

Steve Peotter - CEO One Community Bank

Learn How ReferTrac Can Easily Grow Sales.

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