Acquire new client referrals using ReferralSoft
|
ReferralSoft is a referral marketing program which Loan Officers
and Mortgage professionals use to create electronic referral messages to generate
new referral business.
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.
| 
|
Complete Contact Management
ReferralSoft enables you to track all of the key data for clients, prospects, business partners and other contacts. Over 40 contact fields are available including phone numbers, e-mail addresses, addresses, spouse information, notes, workplace, titles and key events.
Automatic event marketing
For every contact file, you can set a date for business anniversary, birthday, spouse birthday, and a custom event that will automatically send a message when that date arrives. You have complete control over the format and message of the e-card. ReferralSoft starts you with pre-written messages.
Automatic holiday and calendar messaging
Your ReferralSoft account comes with a master calendar/holiday scheduler that will automatically send messages to enlisted contacts on a annual schedule. This feature is completely customizable with no limit to the number of programable calendar messages. The default calendar track comes with six holidays spread throughout the year with pre-filled messages.
Automatic, multi-step communications
 |
Send referral request e-cards to clients, automatically: E-cards
are
e-mails
with
colors
and pictures. (see
samples). You enter client's e-mail addresses and a personalized greeting,
the
system
sends
messages
to your clients on your schedule using automated
messaging . There are three pre-set
automated tracks - before, during and after - and you can also make your own
custom tracks.
|
 |
Clients enter referrals online: Your clients enter referrals for new
clients into an online form with a few clicks of the mouse.
|
 | Follow up with new
prospects: The system will let you send introductory e-cards and custom
cards as well.
|
 |
You are in control of everything: You can customize all messages through
our simple online forms - change the copy, the colors, the art, add your own
custom photo, and decide when and if messages are sent.
|
Automated campaigns allows you to send up to fifteeen e-card messages to customers
that are sent on fixed time schedules. Adding customers is easy through an online form.
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 (partial list):
- 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)
- New Home: 10 steps over six months for new home owners. The new home campaign is about new home safety, getting the most of your new investment, and being prepared as a new home owner. (lender and realtor track)
- Famous Quotes: 24 quotes from famous people (lender and realtor track)
- Holiday: sends a note 6 major Holidays/Seasons (lender and 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.
Group messaging
Through ReferralSoft you can send a message to an entire group or to your entire list. Group messaging makes it easy to reach out to many contacts simutaneously. An intuitive group management feature enables you to set up as many groups as you want.
Add groups to an multi-step auto campaign
ReferralSoft enables you to add an entire group or your entire database to a multi-step auto-campaign.
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.
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.
Online referral forms and your customer's experience
Customers receive a nicely formatted e-card personalized to your business. Customers
will be able to click on the "Click here to give referrals" button where they
are lead to a online form that they can enter new referrals for you.
Viewing your referrals
When a client enters a new referral into the system you will receive an e-mail
in your regular e-mail program notifying you of the referral. You know exactly
who gave you a referral and when they sent it. You
can
call
immediately or send an introduction card. The referrals will also be tracked
in your ReferralSoft
application.
Sending thank-yous
ReferralSoft offers some creative ways to thank your clients for giving referrals,
including rewards and incentives.
These can be found under the Thank You section.
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 $49 per month, $499 annual. Cancel at any time.
|
|
