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ReferralBase is an e-mail marketing system designed EXCLUSIVELY for mortgage originators that generates warm leads automatically. It's purpose, to:

  • IMPROVE the quality of your pipeline
  • ENHANCE the performance of your professional referral network
  • INCREASE the lifetime value of your customers

As a loan officer, you talk to hundreds of people every year, many of whom do NOT give you business. 15% to 25% of these people (your customers as well as prospects you don't convert) will need home financing assistance in any given year. Without ReferralBase it's almost impossible to follow-up with each and every one, so many will get their next loan through another loan officer.

ReferralBase enables you to turn your warm leads into loans by automating follow-up. ReferralBase educates your prospects, customers and referral partners about the loan process, as it helps you earn the confidence that makes you their trusted home-financing consultant. You will:

  • Generate warm leads automatically
  • Build trust to turn more leads into loans
  • Never throw away another lead

ReferralBase makes it convenient and economical to leverage your warm referrals into ongoing business—through good times AND bad.

Here's how we do it >>

 





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"I’ve been using ReferralBase.com as my automated follow-up system for the past 7 years. It’s been instrumental in taking me from a $20 million to an over $80 million annual producer. I look forward to using ReferralBase’s new EquityE-Lert program to educate my prospects and customers about the opportunity to build wealth through effective equity management. Thank you ReferralBase—I could not have taken my business to the next level without your easiest-in-the-industry customer follow-up and retention system."

Doug Adamson,
Certified Mortgage Planner with Bank of America