Financial Services

Every Closed Loan Creates Future Deals

Referrals dominate mortgage deal flow. Realtors, past buyers, and partners all refer—now track ambassador tiers and reward them systematically.

Mortgage Stat: 92% of homebuyers choose their lender based on referrals from realtors or friends.
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Perfect Ambassador Tiers
  • Realtors - Highest tier, $500+ per deal
  • Past Buyers - Mid tier, $200 per referral
  • Friends/Family - Base tier, $100 per referral

Why Mortgage Brokers Thrive

Referrals Dominate Deal Flow

92% of homebuyers choose lenders via referrals. Organic search and ads account for <8%.

Realtors Are Built-In Ambassadors

One good realtor relationship = 10-30 deals per year. Track who sends you the most.

Past Buyers Refer Friends

Happy homebuyers tell friends "Use my lender." Track these organic referrals automatically.

Tiered Referral Rewards

Realtor Tier

$500

per closed loan

  • Priority pre-approval
  • Co-marketing materials
  • Quarterly bonus (10+ deals)
Past Client Tier

$200

per closed loan

  • Cash or Visa gift card
  • Rate discount on refi
  • VIP client status
General Referral

$100

per closed loan

  • Amazon gift card
  • Both referrer + friend get reward
  • Automatic payout at closing

Turn Satisfied Clients and Partners Into Your Most Powerful Growth Channel

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