Referral Maker Tools

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The referral maker's tools in the system are designed by our industry consortium members to help remove barriers to the cross-referral process.  Issues such as sent items being ignored or forgotten, or the uneasy moment with a customer when the referral maker is unsure of the fact that a sale was made or lost are obviated by these tools.

Key Business Functions & Features

• Intuitive Menus, Reports, Views and Messaging

• Auto-Routing to Proper Recipient if Not Known

• Online Status Statement of All Referrals Made (and Received)

• eMail Alert Upon Status Change, Sale or End Disposition

• Links to Internal Job Aids on Referral Identification

• Instant Look-Up of Current Status of Client Referral

• Messaging to Recipient to Prompt Action/Update

• Instantly Updated Incentive Statement upon Sold Referral

• Flash Training/Refresher Aids for Old Hands and New Hires

• Practice Items and Reports Included to Learn Procedures