Helping mortgage companies create referral programs

Use Locorum's mortgage referral and rewards platform to generate leads for your company, with tracking and management in one place.

Mortgage broker referral programs
MORTGAGE

What is a mortgage referral and rewards platform?

A mortgage referral and rewards platform, like Locorum, helps companies generate leads and increase sales through customer referrals. It streamlines capturing, tracking and managing referrals, making it easier to leverage your existing customer base to drive new business.

We get that you're constantly busy and have little time for administrative tasks like tracking referrals and managing rewards. You need an easy way to incentivize client referrals and industry partner referrals. 

Here’s how Locorum's software helps your mortgage business run more smoothly for you and your customers:

  • Increased referrals: Clients and partners refer their friends in two clicks, making it easy for them and getting you more referrals.
  • Streamlined process: Never miss a referral with easy tracking and payouts in one place.
  • Enhanced sales: Get more deals with a channel that converts 5x higher than any other.
  • Eliminate admin: Save time without burdensome tracking so you can stay focused on the job at hand.
POWERFUL FEATURES

Mortgage referral software

Mortgage companies often struggle with implementing referral systems they can actually keep up with, leading to missed opportunities for new business. Manual tracking and management of referrals can be time-consuming and error-prone. 

Locorum addresses these challenges by providing a streamlined referral platform tailored for mortgage companies. With Locorum, businesses can easily capture, track and manage referrals, saving time and enhancing customer engagement for higher conversion rates.

Customizable programs

Mortgage referral pages

Mortgage referral pages

Create customized referral programs and Locorum will generate a landing page, complete with a unique URL to promote to your network. The landing pages are designed to be engaging and informative, showcasing your company's offerings and encouraging referrals to take action. 

Lead tracking

Automotive lead tracking

Mortgage lead tracking

Easily view and manage all incoming referrals. Each referral is displayed with contact information and referral details. Track the status of each referral, from initial contact to conversion. With just a few clicks, you can reward successful referrals, ensuring that customers are incentivized to continue referring their friends and family. 

Seamless rewards

Automotive reward sending-1

Mortgage reward sending

Easily send customer rewards for various occasions such as customer thank you's, birthdays and contest winnings with just a few clicks. Or, give back to your employees with incentives and rewards. This feature not only incentivizes referrals and engagement but also helps strengthen relationships with employees and customers alike.

Contact management

Automotive database management

Mortgage database management

Add, manage and tag contacts for targeted outreach.  You can easily import existing contact lists or add new contacts directly into the platform. Contacts can be segmented and tagged based on anything you'd like, allowing for personalized and targeted communication with different groups. 

Personalized campaigns

Automotive campaign management

Mortgage campaign management

Create and send targeted email campaigns to your contacts with customizable templates and easy-to-use tools. Whether it's a promotional offer, a newsletter or a referral incentive, craft compelling messages that drive action. 

Mortgage referral pages

Mortgage referral pages

Create customized referral programs and Locorum will generate a landing page, complete with a unique URL to promote to your network. The landing pages are designed to be engaging and informative, showcasing your company's offerings and encouraging referrals to take action. 

Automotive lead tracking

Mortgage lead tracking

Easily view and manage all incoming referrals. Each referral is displayed with contact information and referral details. Track the status of each referral, from initial contact to conversion. With just a few clicks, you can reward successful referrals, ensuring that customers are incentivized to continue referring their friends and family. 

Automotive reward sending-1

Mortgage reward sending

Easily send customer rewards for various occasions such as customer thank you's, birthdays and contest winnings with just a few clicks. Or, give back to your employees with incentives and rewards. This feature not only incentivizes referrals and engagement but also helps strengthen relationships with employees and customers alike.

Automotive database management

Mortgage database management

Add, manage and tag contacts for targeted outreach.  You can easily import existing contact lists or add new contacts directly into the platform. Contacts can be segmented and tagged based on anything you'd like, allowing for personalized and targeted communication with different groups. 

Automotive campaign management

Mortgage campaign management

Create and send targeted email campaigns to your contacts with customizable templates and easy-to-use tools. Whether it's a promotional offer, a newsletter or a referral incentive, craft compelling messages that drive action. 

Try it out with a 14-day free trial

TESTIMONIALS

What our customers say

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"Locorum has significantly improved our referral management and payout process, saving 4 hours of time for our admin team per deal. We’ve also seen a significant increase in program engagement in the first few months.”

Joe Genova

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“Locorum allowed me to be serious about my business. Finding the time and resources can be tough and Locorum provided me with the platform to basically build my own website in 10-minutes. I connected with real customers in just a few weeks.”

Matt Pollard

USE CASES

How mortgage companies use Locorum

Use Case - Past client referrals
REFERRALS

Past client referral programs

Morgage companies build past client referral programs to tap into their satisfied clients' networks, encouraging them to refer new homebuyers, leading to more sales and increased customer loyalty.

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Use case - VIP client referrals
REFERRALS

VIP client referral programs

Similar to past client referrals, mortgage companies encourage VIP clients to refer new clients with exclusive referral incentives for their top clients, motivating them to refer high-quality leads.

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Use case - Industry partner referrals
REFERRALS

Industry partner referral program

Mortgage companies collaborate with industry partners like contractors, rewarding them for referring new business, which strengthens partnerships and drives growth.

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Use Case - Employee referrals
REFERRALS

Employee referral program

Mortgage companies encourage their employees to refer candidates, offering rewards for successful hires, which boosts employee engagement, speeds up hiring time and builds a strong team.

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Use case - Client gifting
REWARDS

Client gifting

Mortgage companies send personalized client gifts for closing or other events to show appreciation, celebrate milestones and maintain long-term relationships, ensuring their brand stays top of mind. 

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Use case -Contests (2)
REWARDS

Contests

Mortgage companies run contests on social media, in newsletters or at events to engage their audience, offering cash rewards to winners, increasing brand visibility and attracting clients.

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Use case - incentives
REWARDS

Sign-up incentives

Mortgage companies offer rewards for newsletter signups, event registrations, surveys or other actions to incentivize sign-ups, which boosts engagement and captures valuable leads.

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Use case -Employee appreciation
REWARDS

Employee rewards

Mortgage companies recognize and reward their team for their hard work and achievements with gifts, incentives and bonuses, maintaining strong employee morale and productivity.

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FAQ

Need clarification?

How does Locorum help mortgage companies generate more referrals?

Locorum provides a streamlined referral process, making it easy for you to incentivize your customers to refer their friends and family. Create customized landing pages with unique URLs for each referral, making it easy to promote the program to your network.

How can I track the status of referrals?

Track the status of each referral through Locorum's lead management system. View and manage all your incoming referrals and easily reward successful referrals.

What features are included in my Locorum subscription?

Locorum has different plans to cater to all types of mortgage companies. Each plan offers a unique set of features catered to how you want to run your referral and rewards. See our plans and pricing here.

Can I personalize my rewards to clients?

Yes, mortgage companies can personalize rewards for their customers through a custom-branded Mastercard with your company logo on it. That way, every time a customer uses your reward, they see your brand. You can also send a personalized message tailored to your customers.

 

Your team is busy enough. Let Locorum get leads for you.