Mortgage Associates use QuickLinkt Referral Marketing Platform to Automate Referral Management & Increase Mortgage Leads

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Mortgage broker receives over 40 referrals in 6 weeks using QuickLinkt Solutions, the only referral marketing and management software for the real estate, mortgage & financial services industries.

Mortgage brokers rely on referrals from clients and professional contacts to grow their business. But with heavy competition from banks, a constantly changing industry and multiple new financial products - keeping on top of referrals is a difficult job. Despite these challenges, Mortgage Associate Ben Leclair is easily running a successful referral business using QuickLinkt’s referral management platform - he’s managing referrals from over 25 real estate agents and financial advisers while finding more time to focus on his clients.

Ben Leclair is a Mortgage Associate with Dominion Lending Centres Mortgage Mentors. With over 10 years experience as a lending specialist and financial adviser, he’s a high-volume agent with a large network of real estate agents, financial advisers and other industry related professionals.

Needless to say, a lot of Ben’s new business comes from his network. Real estate agents refer homebuyers looking for a new mortgage and financial advisers refer clients looking to refinance and consolidate debt. Managing these referrals is a big task - referrals need to be easily tracked, application progress monitored and updates communicated back to the referral source.

“I used to receive referrals via email, phone and text. I would then enter the details in an Excel Spreadsheet and manually update the mortgage application’s progress. Real estate agents and financial advisers would call often to find out what was going on with their client’s mortgage, and if I wasn’t at my computer it was hard to give them a good answer. Plus, it was a hassle to be tracking referrals and making phone calls when I had other work to do.”

But 6 weeks ago, Ben started using QuickLinkt to manage referrals. He now has professional contacts send referrals through the QuickLinkt Smartphone App. This means agents and advisers can make a referral anytime - whether they’re at an open house or in their office - and Ben is automatically notified. As he works with the client, he updates the referral progress (ie. contacted, pre-approved, waiting on confirmation from lender, etc) either from the QuickLinkt Smartphone App or Web Manager. These updates are automatically sent back to the referral source - so agents and advisers love how easy it is to stay in the loop. And on top of that, Ben gets detailed analytics on his referrals and sales.

Since starting with QuickLinkt, Ben’s received an average of 7 referrals every week. His network has grown to over 25 advisers & real estate agents sending referrals, and he’s no longer updating spreadsheets and returning phone calls about application progress.

“We’ve seen huge improvements in efficiency & volume. With the time we’re saving I can focus on growing my business, instead of busy work. QuickLinkt was super easy to set-up, and at the price point - I know I couldn’t go wrong. I think any broker, agent or adviser should be using it.”

About QuickLinkt
QuickLinkt is the only mobile-focused referral marketing & management platform. Businesses can enable clients & professional contacts to send referrals through the QuickLinkt Smartphone App or their website & Facebook page, then track sale progress and optionally issue rewards when referrals result in new business. With automated referral tracking & management, the platform makes it easy to increase referrals, streamline communication and measure program success.

To learn more about QuickLinkt, visit http://www.quicklinkt.com or visit http://www.quicklinkt.com/start to access your free 30-Day free trial.

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Fiona Dowling
@Quicklinkt
since: 12/2013
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