Retention & Loyalty Tools
Referral Partner Manager
CRM-lite for CPAs, attorneys, realtors, and title companies with referral logging and leaderboards.
Source
Bank-entered referral partner data
Refresh
Real time
Banker prompt
Prioritize first-touch outreach while the signal is fresh.
Demo Records
| Partner | Type | Referrals | Last contact | |
|---|---|---|---|---|
| Caldwell Estate Law | Attorney | 12 | Apr 21, 2026 | mcaldwell@example.com |
| Harris CPA Group | CPA | 9 | Apr 18, 2026 | team@harriscpa.example |
Showing 2 of 2 demo records. Click any row to open a lead workspace.