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Need referrals?
ReferralSoft is a complete referral marketing program that enables mortgage professionals to acquire new referral business through sending automatic referral requests to clients.

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Referral Marketing Info
- ReferralSoft functionality
- Referral marketing guide
- Referral reward guide
- Intro to e-cards
- Permission marketing
- Our partners




Get started!

We offer two easy ways to get started with ReferralSoft:

ORDER ONLINE with your credit card here...

SCHEDULE A LIVE DEMO: We're convinced that you will be impressed when you see ReferralSoft in action. Write us at demo@referralsoft.com or call us at 269.720.2068




ReferralSoft Terms of Service

This document sets forth the agreed-upon business arrangement between the purchasing or participating client (the "user") and ReferralSoft.

By using the site or any of its tools or information, you agree to the following terms of service.

The essences of this agreement states that:

  • ReferralSoft will provide the user with the stated set of services on this site. ReferralSoft is responsible for reliably and consistently providing the services without interruption, and at a high quality. ReferralSoft will treat all client data with the highest levels of security and respect.
  • In return, the user will pay the required fees. The user will not abuse or misuse the service. The user will not hold ReferralSoft liable for the user's resulting business performance from use of ReferralSoft services, and uses them at their own risk.

Use of user and user’s client data
All user and user data is kept absolutely secure and private. Please read our PRIVACY POLICY to learn how carefully and respectfully we handle client data.

User's business performance is not ReferralSoft’s responsibility
The user’s business performance is not the responsibility of ReferralSoft. Users and any other users of this site use it, the tools, and the information at their own risk. Users will not hold ReferralSoft responsible for any lack of business performance, loss of clients, loss of revenue or capital, loss of opportunity, or any other business impact resulting from or from not using ReferralSoft products, services, and information.

Length of engagement
A license for ReferralSoft currently lasts for one year or on month, depending on the product purchases, and its starts on the day of purchase.

ReferralSoft’s right to changes, improvement, or reduction in services
ReferralSoft holds the right to alter its services at any time. This may include adding new features, removing features, or changing “free” features to “pay” features. Users under a paid service contract will always continue to receive the same or better level of service throughout the entire term of their contract.

Changes in pricing
ReferralSoft holds the right to raise or lower prices at will. This may include adding new features, removing features, or changing “free” features to “pay” features. Users under a paid service contract will maintain the pricing arrangement they agreed to at point of purchase. They will not be charged more during their service term in the event of a price increase, nor will they receive a credit or partial refund in the event of a price decrease.

User mis-use of services
Users agree to not mis-use or mis-represent ReferralSoft’s services in any shape or form, or use the services in a fashion they were not intended to be used, namely any use that does not support managing and growing their businesses through referrals from existing contacts. This includes using ReferralSoft software or servers for unsolicited e-mail campaigns (i.e., spam), sending incomplete or altered ReferralSoft content, re-publishing or distributing content on other websites, using ReferralSoft to impersonate another person, or using ReferralSoft to support illegal activities.

Refusal or discontinuation service
ReferralSoft reserves the right to refuse or discontinue service to any user that ReferralSoft feels is abusing or misusing ReferralSoft services, or mis-representing their usage of the site.

Re-publication or distribution of ReferralSoft materials
With the exception of publishing their ReferralSoft e-cards and referral forms, users and users may not redistribute or re-publish content from ReferralSoft without the express, written permission of ReferralSoft.

3rd parties and non-ReferralSoft entities on the site
Some of the content, links and tools on or linked to on ReferralSoft are managed by 3rd parties and other partnered companies. ReferralSoft does not govern or manage the content, products, promises, or other claims made by these 3rd parties and cannot be held responsible for their accuracy, consistency, or business practices of these companies. users agree to interact with these parties at their own risk.

 

ReferralSoft's indemnity

  • ReferralSoft is not responsible in any way for the success of your business, nor any damages, losses, lost business, lost jobs, or other effects that could possible by tied to the usage of our products.
  • ReferralSoft makes no specific recommendations for any specific company or situation, and are not responsible for any individual's, group's, or company's business decisions.
  • All content on ReferralSoft is original and authored by ReferralSoft practitioners. Any similarity to other licensed or copyrighted content is purely coincidental
  • Overall (as in business) users use ReferralSoft products at their own risk.



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All content, methods and systems on this site copyright 2008 ReferralSoft Partners





ReferralSoft is founded on the following concepts: referrals, referals, referal, referral marketing, referral sales, get new referrals, getting new referrals, acquire new clients, get more customers, acquire customers, customer relationships, customer relationship management, reward programs, incentives, marketing through friends and family, referral sales, new sales, independent businesses, independent businesspeople, Financial advisors and planners, mortgage adivsors, mortgage advisors, lending professionals, mortgage brokers, lending, loans, home financing, real estate, mortgages, home loans, loan officers -

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