Automated referrals

TotalView™ CRM automates the way your people make and manage referrals, which are tracked by type of customer or prospect - commercial, retail or professional - and indicate customers’ and prospects’ financial needs and interests.

Using a simple online form, an employee selects most of the information needed from customized lists that show:

• *Product or service category (loans, checking accounts and so on)
• *Product or service of interest (mortgage, HELOC, basic checking and others you offer in each category)
• *Who should get the referral
• *Sale amount
• *Money source (new, old or some combination)
• *Estimated chance of closing (a percentage)

After picking the desired contact date and estimated closing date from an easy-to-use calendar, and adding notes as necessary, the employee submits a referral and can also notify the recipient by E-mail. The referral automatically appears on the recipient’s electronic “To-Do List,” scheduled for follow-up action. The TotalView™ program can even interface with your internal scheduling programs, such as the Microsoft Outlook calendar.