Functionality of ReferralSoft

Listed below is the key sections of ReferralSoft and its main functionality.

Sending messages, e-cards and getting referrals - Your turn-key electronic marketing center

At the heart of ReferralSoft is the referral request e-card. What are e-cards?... . These are graphic designed, pre-written e-mails with your picture and a personal message. Each e-card has a give referral button that allows your customers to give referrals to you directly through an online form.

Automatic, multi-step communications
Automated messaging allows you to send up to five e-card messages to customers that are sent on fixed time schedules. Adding customers is easy. Simply enter the number of customers you would like to add, enter e-mail addresses and greetings, and then select which messages you want to include for each client. You start the process, and over the following weeks ReferralSoft sends messages on your behalf.

Pre-loaded with automatic campaigns
ReferralSoft comes pre-loaded with multiple campaign tracks that were written by mortgage and real estate marketing experts. Each track comes with 3-5 e-card messages that are sent over time (e.g., week 1, week 2, week 4, etc.,). You can customize any portion of the campaign, including changing copy, adding your photo, changing schedules, and changing the designs. Campaigns include:

• Before: A three-card, month-long series for business partners that you meet who might be good referral sources (lender track)
• During: A five-step, five-week series for customers who are currently closing their loan (lender track)
• After: a multi-year (perpetual) series for customers who have closed their loan (lender track)
• FSBO: A multi-week, three-card series for customers who are selling their own home (lender track)
• Seminar: A two-step, month long campaign for professional seminar attendees (lender and realtor track)
• New lead: a two-step, month long series for new prospects (lender and realtor track)
• Listing: A four-step, multi-week series for real estate customers who are listing their property with you (realtor track)
• Looking: A two-step, month long series for real estate customers who are looking for a home (realtor track)
  

Create your own multi-step automatic referral campaigns
Have great ideas for your own multi-step campaigns? In ReferralSoft, you can start from scratch and build your own multi-step message series - decide how many steps, write your own copy, choose your designs, and decide the number of days between messages. Customizing is as easy as using an online shopping form.

Perpetual annual review program
As part of the 'after' campaign, your customers will be sent an annual review every year on the anniversary of their closing. This message sent automatically by ReferralSoft, and helps create long-term customer relationships.

Automatic birthday card
You can enter customers' birthday's and ReferralSoft will automatically send them e-birthday cards on their birthdays in perpetuity.

Send stand-alone e-card messages and referral requests
At any time, you can send a single e-card to a customer, prospect or business partner. Its a great way to introduce yourself or stay in touch.

Make group announcements
Blast an e-card off to your entire Referralsoft database in one easy step. This is perfect for special announcements, seminar invitations, or announcing new services.

Pre-loaded stand alone cards
ReferralSoft comes with five pre-written stand-alone cards. They include:

• Referral request card for asking for referrals
• Introduction card for introducing yourself to new prospects
• Thank you card to thank your customers when they give you referrals
• Debt consolidation promotion to show your customers how you can save them money
• Birthday card

Create and customize your own e-cards
Need to create your own unique e-cards? You can create new cards where you customize the copy, the artwork, color schemes and basic layout. You can make cards for important announcements, update clients on their loan status, or just to say hello.

Getting referrals and tracking your campaigns

The biggest pay-off in ReferralSoft is receiving new referrals.

Co-founder Brad Roche makes referrals work for him With over 15 years as a top-producing loan officer, national marketing advisor, and president of Mortgage Plus of America Corporation, Brad Roche understands that the best way to grow a practice is by harvesting referrals from his satisfied client base. In fact, nearly 100% of all his new clients come from referrals. He's even christened his mortgage company as a 'referral-only business'. Brad has consistently received over 200 referrals from clients during the process every year and continues his relationships with his clients from a simple one touch yearly tickler and frequent mailings. Now Brad has moved his referral gathering online - through ReferralSoft. Brad designed and wrote ReferralSoft's successful referral campaigns using the same winning tactics he has used for years offline. ReferralSoft takes these campaigns and optimizes them - through formatted e-cards, an online referral button and form, and automatic once-and-done messaging. Brad and his team make more referral contacts, spend less time, spend less money, and capture more referrals. These campaigns are now available to smart mortgage and real estate professionals across the country who are interested in super-charging their online referral business.

The Control Panel

The Control Panel includes summary links to most of the ReferralSoft application. This will be your center base of control for most activity.

Add your own business information
This is the information that will go on all of your communications. In addition to basic contact information (such as company name, phone number, e-mail address) you will also enter a brief description of your services that might already be on a brochure or bio that you use. Its as easy as filling out an online form (it is an online form) and you can always go back and update/work on it later. These are the areas you can customize: business name, your name, title, phone number, fax number, website URL, e-mail address, postal address, and business description.

Add your own custom photo
In ReferralSoft, you can add your own custom photo to all of your e-card communications. We personally put it in the system and take care of all the technical web stuff.

Set up your automated messaging process times
Automated messaging allows you to send up to five unique e-cards automatically according to a fixed time schedule. You can set the schedule however you like, and cancel messages at any time.

Differentiating benefits

Easy to use
All of ReferralSoft is as easy to use as shopping on Amazon or using your favorite website. There is no coding, no training needed, and you can be an expert the first time you use it.

Once-and-done
ReferralSoft was designed so that steps take the least amount of time possible. Most steps are built on the principle of 'once and done', where you enter your clients e-mail in once and quickly, and ReferralSoft takes care of the rest.

Real service and monitoring by real people
ReferralSoft is backed by real people who are helpful and experienced working with mortgage and real estate professionals. You can call or write us when you need help and we will do our best to make sure your campaigns work the best that they can.

Lots of online help and lots of instructional content (including great ideas)
ReferralSoft comes with help built right in to the system, pop-up help for more complicated features, and detailed marketing guides on referral marketing to advance your thinking.

Competitive edge
ReferralSoft can be your competitive edge. Be the first in your region to be part of this powerful platform.

Get started!

We offer two easy ways to get started with ReferralSoft:

• ORDER ONLINE: if you are ready to buy, simply sign-up with your credit card here...
  
  
• SCHEDULE A LIVE DEMO:We are convinced that you will be impressed when you see ReferralSoft in action. We'll be happy to walk you through the software over the phone and answer any questions you have. Write us at demo@referralsoft.com or call us at 269-720-2068 and we'll schedule a time we can talk.
  
  

Only $89 per month. Cancel at any time.