Retention & Loyalty Tools
Referral Partner Manager
CRM-lite for CPAs, attorneys, realtors, and title companies with referral logging and leaderboards.
Source
Source
2
Bank-entered referral partner data
Refresh
Refresh cadence
Real time
Open records behind the latest refresh window.
Banker prompt
Recommended action
Your best leads come from CPAs, attorneys, and realtors who trust you. Log every referral conversation - consistency builds leaderboard results.
Data trust score
How dependable is this module today?
Freshness, contact coverage, source quality, scoring confidence, suppression status, and outreach readiness are scored before a banker calls or exports.
Overall
56
2 visible records evaluated
Freshness
Source date unavailable
Needs timestamp
Contact coverage
0% phone
100% email · 100% ready
Source quality
0/100
0% attributed
Confidence
0 hot
0 warm · 2 unscored
Suppression
0 held
0% withheld/restricted
Ready outreach
100%
2 banker-ready
4 data trust flags detected
Missing source attribution
Lead quality dashboard
Can bankers use this list today?
Coverage, scoring, source attribution, and freshness in one place. This is the operator view before a banker exports, calls, or assigns records.
Phone coverage
0%
0 of 2 records
Email coverage
100%
2 of 2 records
Source attribution
0%
Records with auditable provenance
Scored records
0%
0 hot records score 75+
Freshness
Source dated
Refresh timestamp unavailable
2
Ready to contact
Phone or email is available
0
Website review
Verify details on a public site
0
Direct-mail only
Address present, no phone/email
0
Needs enrichment
Hold for approved vendor/API append
Weekly Contact QA report
Can bankers trust the phone and email fields?
Every contact is labeled before outreach, and risk counts show where enrichment vendors or public-source matches need review.
0
Verified
2
Likely
0
Needs review
0
Direct-mail only
0
Do not contact
2
Bad-number risk
0
Wrong-entity risk
Banker intelligence
Referrals brief
A quick operating view for this module: who is hot, which records are contact-ready, and what the banker should do next.
Hot leads
0
Score 75+
Records tracked
2
Market context only
Top county
Unknown
2 records
Source coverage
0%
Demo attribution
Primary metric
Deposits / share
CRM status
Not CRM-eligible
Top source
Unknown
Data trust
4 review flags
Seeded Records
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