Click here to view a demo of the Newtek™ Referral System
Submit a Referral
View Status Reports
Update Status Reports
- What is the Newtek™ Referral System?
- Newtek™ Referral System Benefits
- High Level Flow of Information
- Flow of Communication
- Hierarchy Design
- Login
- The Newtek™ Referral System Home Page
- Submit a referral and let Newtek™ do the rest
- Summaries For Referrals Submitted
- View Status
- Referral Details
- Administrative Tools
- Conclusion
What is the Newtek™ Referral System?
The Newtek™ Referral System provides a turn-key solution for your organization to expand its customer business services offerings. Submit, track and manage business leads for any of the participating Newtek™ services:
- SBA Loans
- Electronic Payment Processing
- Outsourced Digital Bookkeeping
- Tax Service
- Web hosting
- Data Storage
- Insurance Products
Newtek™ Referral System Benefits
- A sophisticated, yet extremely easy to use online system
- Quick setup with hierarchy and branch capabilities
- Submitted referrals are immediately received and acted upon
- Track referrals in real-time throughout the sales process
- Access detailed reports 24 hours a day, 7 days a week
- Client data is encrypted and kept confidential
Other methods of submitting referrals include, email, fax and phone.
High Level Flow of Information
The Newtek™ Referral System helps your organization strengthen its relationship with its customers by providing real-time feedback and detailed reports.
Flow of Communication
- A referral is submitted by your simply filling out a referral form that includes information about the customer you are referring
- A Newtek™ specialist is assigned the referral and follows up with the customer within 48 hours of receipt
- The Newtek™ specialist continually updates the status of the referral throughout the sales process
- When a referral reaches a “milestone” status, you are notified via an automatic email from the system
- You have access to view status of all referrals submitted for any of the participating Newtek™ services and generate custom reports 24x7x365
Hierarchy Design
The system is set up with multiple user levels so that executives and managers can oversee their employees.
Submit a Referral and Let Newtek™ Do the Rest
Providing detailed notes is extremely helpful for the Newtek™ specialist who will follow up with your customer and will help to expedite the sales process.
Summaries For Referrals Submitted
Summary of Referrals You Submit
Summary of referrals submitted by your employees
View Status
You can view the status of all referrals you or your employees have submitted at any time. A complete status history is available by clicking on any one of the company names.
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Referral Details
The “Referral Details” displays client information, as well as the complete status history of a referral. All status updates are saved, dated, and tracked. There is also a direct link to contact the agent who is working with your customer.
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Administrative Tools
You have access to comprehensive reports. These reports allow executives to manage the effectiveness of their employees, locate specific credit union customers that have been referred to Newtek, and forecast referral fee income.
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Conclusion
- Turnkey solution for submitting referrals
- 24x7 access to the complete status history of all your customers
- View referrals submitted by your employees
- Receive informative reports on the status of all referrals
