e-Referral System
How does it work?
Prefer paperless? Choose from 3 styles of e-Referral forms and we create a referral portal that gets embedded into a button on the PDF. We recommend you save the PDF to your computer and rename it "Mortgage Protection Options" or something that will make sense to the client. Send the PDF out to them at closing and the form does the rest! They will be able to read about our products and service and those that are interested are instructed to click the link on the bottom which takes them to your referral portal. They complete the web form and request what products they are most interested in which allows our insurance coordinators to prepare custom quotes! Once a client hits submit both you and Broker Plus will receive email confirmation and we take it from there. You can also choose from two styles of waiver if you want one included; an e-waiver or a paper waiver!
Prefer paperless? Choose from 3 styles of e-Referral forms and we create a referral portal that gets embedded into a button on the PDF. We recommend you save the PDF to your computer and rename it "Mortgage Protection Options" or something that will make sense to the client. Send the PDF out to them at closing and the form does the rest! They will be able to read about our products and service and those that are interested are instructed to click the link on the bottom which takes them to your referral portal. They complete the web form and request what products they are most interested in which allows our insurance coordinators to prepare custom quotes! Once a client hits submit both you and Broker Plus will receive email confirmation and we take it from there. You can also choose from two styles of waiver if you want one included; an e-waiver or a paper waiver!
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Style 1 (Informative)
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Style 2 (Visual)
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Style 3 (Professional)
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e-Waiver
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Paper Waiver
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e-Referral Web Portal
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Once your client clicks the link on the e-Referral they are taken to your personal web-referral portal. We outline the process so they know what to expect and then have them complete their mortgage and personal info along with choosing which products they are most interested in!
Your clients can request a quote from any device!
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Paper Referrals
How does it work?
Choose between two styles of PDF forms! Clients are instructed to complete the form which has a consent or waiver portion at the bottom. Those that are interested are to be faxed or emailed to us and those that waive should be kept on file for future proof. Optional online quote request button can be added in to create a BLENDED e-referral/referral! (shown at the botton) Each style of referral form can be done into a referral package with includes an informative/visual cover sheet that tells your client what they can expect from us.
Choose between two styles of PDF forms! Clients are instructed to complete the form which has a consent or waiver portion at the bottom. Those that are interested are to be faxed or emailed to us and those that waive should be kept on file for future proof. Optional online quote request button can be added in to create a BLENDED e-referral/referral! (shown at the botton) Each style of referral form can be done into a referral package with includes an informative/visual cover sheet that tells your client what they can expect from us.
Referral Form - Style 1 |
Referral Form - Style 2 |
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Optional Cover Sheets to create a referral package
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Cover Sheet - Style 1
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Cover Sheet - Style 2
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Turn your paper referral into a Blended Referral with our online quote request button!
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Optional online quote request button
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Blended Referral Forms (with optional web button)
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