Gain the power to grow your customer base 24 hours a day.


Having strong customer loyalty is great. Leveraging that loyalty by asking for referrals is how the best businesses get bigger. Using Referral Engine to power a systematic referral strategy will help you develop a strong pipeline of new customer, loan or account leads.

Your Brand, Your Site

It’s your program, not ours. All of the forms and customer interaction still retain your brand but without complex integrations.

Easy To Use Platform

Just like turning on a light. The friendly and engaging interface makes it easy for you, and easy for your users. Setup a full functioning campaign within 10 minutes.

Metrics & Tracking

Like numbers? So do we. Simple reporting on who’s sending, who’s receiving, and who’s clicking provides valuable insight.

Social Media Integration

Amplify your program’s reach. Users can easily share your campaign message with their Facebook friends or Twitter followers.


Create Your Program

If you already have a program, Referral Engine can be set up to support it. New to referrals? Our turnkey and custom campaigns are great ways to get started.

Set Up Your Campaign

It is easy to set up campaign elements in Referral Engine. There is no IT involvement needed. It is even easier if you choose a turnkey or custom option…we do the set up for you!

Add An Incentive

It doesn’t have to be huge, but incentives are an important way of showing appreciation for referrals, and add urgency for taking action.

Celebrate The Results

With Referral Engine’s tracking and reporting, you can easily see what impact your campaign is having. Tweak elements to improve results, or celebrate an engine firing on all cylinders.

Clear & Easy Pricing

Referral Engine is not only easy to implement and get results with, it is also easy to include in your marketing budget.

Simple Annual Service Agreement

Includes one Referral Engine account with unlimited seats, campaigns and referrals. PLUS, one custom referral campaign created to your specifications, set up in Referral Engine and campaign implementation guidance and ongoing coaching.

$5,000 Annually

(after $1,000 set up fee)

Schedule a Demo Today

You don’t have to just take our word for it. We have years of experience helping clients leverage Referral Engine to empower loyal customers to refer friends and family for new accounts and loans. Let us show you how Referral Engine can add a growth engine to your financial institution.