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Description
We simplify the process of generating new business through client referrals and your personal connections! Our Automated Referral Intelligence surpasses typical “auto-responders” in functionality, and it’s incredibly straightforward to implement! Instead of merely sending automatic replies, our system actively engages your existing clients by requesting referrals. Subsequently, it generates emails from these clients to their own networks, recommending your services. As your clients provide responses, those referrals and leads are promptly directed back to you for further action. In addition, both your clients and the new referrals receive a “thank you” message, along with potential rewards and incentives for their recommendations, should you opt for that feature. All of this occurs seamlessly with the automated referral intelligence, transforming your network and clients into a dedicated sales team working around the clock for your success! Are you consistently reaching out to your personal connections to encourage business or to connect you with potential clients? We suspect that’s not the case.
Description
Market Intelligence technology compiles, organizes, and delivers crucial insights tailored to your NMLS, enabling mortgage professionals to enhance their effectiveness. With your Personalized Data, we can provide you with matches to potential referral partners, allowing you to network effectively and cultivate new connections. Experience a data-driven approach that stands out in the mortgage sector. Uncover and connect with fresh real estate agents in your area while establishing a targeted engagement funnel for potential referral partners. Although forming relationships with new referral sources can be labor-intensive, TrustStar streamlines this process by helping you focus on key metrics such as loan volume and available listings, ultimately crafting a dynamic referral list to maximize your prospecting efficiency. By leveraging TrustStar, you can stay ahead by responding proactively to real-time data that influences your business, thereby securing a competitive advantage in your field. Unlock new revenue streams and opportunities through actionable insights and emerging trends, as TrustStar ensures you receive timely notifications about the most pertinent information relevant to your success. This comprehensive approach not only enhances your networking capabilities but also fosters sustained growth in your professional relationships.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$50 per month
Free Trial
No
Free Version
No
Pricing Details
$49.99 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
ReferMe IQ
Country
United States
Website
www.refermeiq.com
Vendor Details
Company Name
TrustStar
Country
United States
Website
www.truststar.ai/
Product Features
Referral
Affiliate Marketing
No
Campaign Management
Yes
Contact Management
No
Employee Referral Management
No
Feedback Management
No
Lead Engagement
No
Loyalty Program
No
Referral Tracking
Yes
Rewards Management
Yes
