After downloading the ReferralBase software (you can also use our product via the web without installing any software) you enter the e-mail addresses of your current contacts into the system. As you make new contacts—personal or professional—you collect and enter their e-mail addresses as well.

In ReferralBase you classify each contact as one of the following:

Prospect: a lead who is not currently your customer.

Customer: a prospect who has applied with you for a loan.

Referral Partner: Realtor®, builder, financial planner, CPA, attorney, or insurance agent...a professional who recommends your services.

The ReferralBase automated follow-up system is made up of a series of E-Lerts and online newsletters.  Each dependably accomplishes an educational and/or marketing follow-up task. While it's likely you won't find the time to do these tasks, they are critical for successfully converting rate-shoppers into paying customers and lifetime referral sources. See how each component of the ReferralBase system gets your business done:

Following the rules of Netiquette, collect e-mail addresses from the prospects, customers and referral partners that would benefit from your E-Lerts and online newsletters. Select the service(s) that make sense for each and choose the frequency you wish to deliver automated follow-ups. ReferralBase then takes over. While you are talking to new leads or getting loans closed, ReferralBase keeps you in contact with all of your prospects, customers and referral partners.

Your contacts receive personalized automated follow-up messages in a manner that builds rapport and confidence, positioning you as their trusted home financing consultant.