Referral Management Software
For Financial Advisors Working With Financial Institutions

More Efficient Process
ReferTrac puts in place a simple referral solution that is proven to streamline & increase referrals from your financial institution.
Better Quality Referrals
Not only does ReferTrac increase referrals but also gives you the tools to improve the quality of referrals FI staff send.
Secure & Easy To Use
ReferTrac is a secure web based system that is easy to implement and is minimal effort for Advisors to track referrals.

Streamline Your
Referral Process


Referral Landing Page

A branded referral landing page will give your investment group a professional appearance and simple way for financial institution staff to send you referrals.

Customized Referral Form

A customized referral form gives the financial's staff the correct data that needs to be collected for each referral, including what needs and products the customer or member needs help with.

Referral Tracking

Referral tracking is key to increasing the number and quality of your referrals. ReferTrac makes it easy to track referral details from the moment it is sent, to status changes and the referral outcome.

Referral Communication

Automated referral notifications not only makes sure referrals are getting followed-up on, but also keeps staff in the loop as to what the status is of referrals they have sent.

Referral Reports

Referral reports are an important part of keeping a good referral relationship with the financial institution. Referral reports can be automatically generated and sent to managers, program managers and anyone in the financial to see the referral details and production.

CRM Integration

No more manually entering referrals into your CRM. When FI staff submit a referral, a contact will be created in your CRM with all the referral details and notes.

More Booked Appointments

Increase the efficiency of getting more booked appointments by embedding your online booking form that gives FI staff the ability to book appointments after a referral is submitted.

Referral Incentives

If your financial institution has a referral incentive program, ReferTrac will atomically calculate and generate incentive reports for referral payouts.