Alternatives to TrustStar

Compare TrustStar alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to TrustStar in 2026. Compare features, ratings, user reviews, pricing, and more from TrustStar competitors and alternatives in order to make an informed decision for your business.

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    D&B Hoovers

    D&B Hoovers

    Dun & Bradstreet

    Create a faster path from prospect to profitable relationship with D&B Hoovers. Find key sales prospects and opportunities for growth. D&B Hoovers is a sales acceleration solution that provides a faster path from prospect to profitable relationship by leveraging data and analytics. B2B sales professionals can engage faster with customers to grow their business. Access comprehensive intelligence on more than 120 million business records. Deliver intelligence and insight into the tools where your sellers and marketers work every day. Intuitive interface and automated workflow features including triggers, alerts, smart lists and conceptual search. D&B Hoovers combines the world’s largest commercial database from Dun & Bradstreet with sophisticated analytics to deliver a sales intelligence solution packed with insight. D&B Hoovers offers dynamic search and list-building capabilities, realtime trigger alerts, comprehensive company profiles, and valuable research reports.
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    Referral Factory

    Referral Factory

    Referral Factory

    Referral Factory makes it easy to launch and manage referral programs and affiliate programs, without writing a single line of code. Use our AI-powered referral program generator to create fully branded campaigns in seconds. Access 100,000+ verified affiliates to promote your business. Seamlessly integrate with HubSpot, Salesforce, Pipedrive, Intercom, and 3,000+ tools via API, webhooks, Zapier, or Make. Automate referral tracking, rewards, and communication. Referral Factory offers 200+ reward types: vouchers, PayPal payouts, gift cards, and more. Fully GDPR, SOC 2, and ISO 27001 compliant with self-hosting available. Get real-time analytics, 24/7 support, and pricing from $95/month. Referral Factory is ranked #1 Referral Software by Influencer Marketing Hub and Growth Marketing Pro. Trusted by thousands of marketers and founders to drive growth through word-of-mouth, affiliate marketing, and customer advocacy.
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    Starting Price: $95 per month
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    Staffing Referrals

    Staffing Referrals

    Staffing Referrals

    Staffing Referrals is the first automated referral management platform built for the recruiting industry. Their platform transforms your entire workforce into recruiters. By taking your referral program digital, you empower your brand ambassadors to spread the word about your company. Staffing Referrals partners with top staffing firms across all verticals: healthcare, IT & engineering, industrial, light clerical, marketing & creative, and administrative & office.
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    Mortgage Quest

    Mortgage Quest

    Market Focus

    Mortgage Quest is an automated email marketing and CRM system designed for the mortgage industry. The variety of industry-specific content and marketing strategies increase sales from prospects, current and past customers, and referral partners, such as Realtors. It comes with a weekly mortgage and real estate newsletter, premade mortgage video emails, holiday, birthday and loan anniversary ecards and much more in our content library. Social media marketing services are also available. Auto post our content to Facebook, Linkedin, and Twitter
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    Starting Price: $45 per month
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    LeadIQ

    LeadIQ

    LeadIQ

    Helping sales reps win. LeadIQ makes prospecting easy, fast and most of all... fun! Our mission at LeadIQ is to empower sales teams to prospect smarter. Build lead lists in minutes, not days. Ditch the old database and research prospects first to build a more meaningful connection and close more deals. Our flagship product, the LeadIQ Chrome Extension makes prospecting outside the CRM super easy, while eliminating data entry for reps. Research your prospects, get up to date contact data, and push it into your favorite sales tools. Built for developers, access one of the world's largest B2B datasets of prospects via our business intelligence API. Add contact data, company info and social media info into any technology with a few lines of code. An entrepreneur's best friend. Use Scout if you work in sales, run your own startup, or are trying to reach out to anyone. Our free extension gives you access to millions of people's email addresses as you browse company websites.
    Starting Price: $45 per user per month
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    Pre-Approve Me

    Pre-Approve Me

    Pre-Approve Me

    We are a mortgage Point-Of-Sale system for the future. We help Loan Officers solve the most time-consuming activities they have. Loan officers use Pre-Approve Me can cut your time spent per file in half, eliminate weekend and evening phone calls for payment scenarios or Pre-Approval Letter requests, and attract new referral partners like nothing else in the market. Industry-leading smart 1003. Automatic, AI-powered, document request and management system. Loan Status updates and notifications. Automated Pre-Approval Letters. Custom branded mobile app. Co-Branded Realtor portals, apps, and notifications. We're not the only Mobile App provider out there, but we are the only ones to provide your borrowers with exactly what they need to complete in a single, sleek, modular interface. Your Borrowers & Realtors will be able to generate Pre-Approval Letters on the fly, Satisfy Conditions, Track their Loan, and much more.
    Starting Price: $129 per month
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    Referral Rock

    Referral Rock

    Referral Rock Software

    Unlock that hidden potential of your brand by making it easier for your customers and partners to refer your business by leveraging Referral Rock! As a leading online referral marketing platform, Referral Rock helps you generate buzz for your brand across social media, email, and mobile. Flexible, scalable, and user-friendly, Referral Rock provides easy hosted deployment with standard integrations across Zapier, Widget, and iFrame. Key features include employee referral management, referral source tracking, conversion tracking, affiliate marketing, referral partner list, and more. You've worked hard to gain the trust of your customers and business relationships. Build a marketing program that encourages them to share – even after you're no longer top of mind. Simple widget referral programs leave a lot on the table. Our programs keep members engaged and attracted with creative rewards and timely notifications. Unlock super-sharers who share with more friends more often.
    Starting Price: $200 per month
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    BoardEx

    BoardEx

    BoardEx

    Enable your sales teams to close business, faster. Unlock the best relationship paths to the organizations and individuals you want to reach. Identify, qualify and connect with a shortlist of candidates to fill board seats or executive-level roles. Build brand and reputation and gain a competitive advantage. Receive alerts tracking executive movements across and within various sectors, industries, indices, and more. Explore original thinking leveraging proprietary datasets. Engage top decision-makers that will support your organization's commercial and strategic goals. Quickly identify trusted referral sources within your network to establish instant credibility with prospects and win new business. We analyze billions of data points to surface clear introduction paths to the people and companies that matter most to you.
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    MyCRMDashboard Mortgage CRM

    MyCRMDashboard Mortgage CRM

    Continuity Programs

    Meet the simplest residential mortgage CRM software. Gain the key to growing your mortgage business. Drive more services per household with MyCRMDashboard. It’s fully integrated with the most powerful mortgage marketing campaigns and allows you to follow up with contacts effortlessly. The easy-to-use mortgage CRM helps you save time and money with automated campaigns. It also generates mortgage leads, referrals, and testimonials for loan officers. You will realize three times more repeat business and 5+% more referrals. Most importantly, you’ll retain customers for life, while measuring and monitoring customer satisfaction. This is where it all comes together. This intuitive, cloud-based mortgage CRM allows each Loan Officer to keep track of his or her database and automatically generated leads. Activities are easily recorded and follow-up activities can be scheduled instantly, so you’ll never miss another potential lead.
    Starting Price: $29.99 per month
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    Jumpstart

    Jumpstart

    Jumpstart Innovation

    We enable fast online reviews, effortless word of mouth & simple customer messaging to grow your business. Average jump in reviews for all customers using jumpstart across most popular platforms. Jump in average customer referrals received by a business through social referrals. Increase in monthly repeat visits by customers with our customer messaging features. Get super fast authentic 5 star online reviews from your customers with our Review Boost Technology. Get found online. Be the most trusted business in your area. Listen to your customer's valuable opinions with private feedbacks. Jumpstart's AI driven operational insights help you listen to improve. Build up to 5x more customer list. Engage with them to build & bring back your loyalist. How? With our real-time customer messaging. Turn every happy customer into a brand promoter! Grow your word of mouth with customer referrals. Get friends of friends as customers.
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    GrowSurf

    GrowSurf

    GrowSurf

    Automate customer acquisition at the lowest possible cost. For tech companies looking to unlock word-of-mouth growth through referrals. GrowSurf is referral marketing software for B2C, FinTech, and SaaS companies that want to build a customer-to-customer referral program directly into their product. Unlock an acquisition channel that nets 9-40% monthly growth with high-quality, low-cost customers all on autopilot. • Simple, fast setup for marketers • Streamlined for your development team (plug-and-play elements, API, webhooks) • 5-star customer support Launch a customer-to-customer referral program to incentivize word-of-mouth referrals and grow organically.
    Starting Price: $179 per month
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    Sonar

    Sonar

    Sonar

    Sonar is an AI-driven mortgage experience platform and modern loan origination system (LOS) that automates complex mortgage workflows, integrates point of sale LOS, customer relationship management, and pricing engine tools into a single cloud-based system to reduce manual tasks and boost efficiency, enabling teams to manage borrower contacts, track referral partners, run pricing and approvals, and close loans faster with automated emails, compliance tracking, and real-time collaboration; its intelligent agents let users execute natural language commands without navigating menus, and it supports seamless integration with existing infrastructure and automated underwriting systems from Fannie Mae and Freddie Mac, while offering configurable workflows, mobile accessibility, white-label options, and enterprise-grade security and scalability so lenders and brokers can operate more productively.
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    SurgePoint

    SurgePoint

    SurgePoint

    SurgePoint is a reputation management and reputation marketing platform designed to help businesses collect more 5-star reviews, build trust, and grow revenue by automating review and referral campaigns and centralizing feedback from major platforms like Google, Facebook, and Yelp into one dashboard. It automates review requests after customer interactions so businesses don’t have to manually chase feedback and brings all reviews into a single reputation dashboard that makes it easier to monitor, respond to, and manage online reputation. It also includes tools to automate referral requests at key moments, track campaign performance with real-time analytics, and use AI-driven insights to identify trends in customer sentiment and improve service based on feedback. SurgePoint supports follow-ups and reminders that help encourage repeat business and retention, and integrates with popular CRMs so companies can launch customized campaigns quickly.
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    ProspectConverter

    ProspectConverter

    ProspectConverter

    ProspectConverter is smart lead routing and automation Internet-based software that lets you control where leads go, giving you a clear view into follow-up and conversion. ProspectConverter is for brokers and teams that are tired of throwing away money on leads. The key to profitability is to turn more of your opportunities into dollars. It costs less to double your lead conversion rates than to double your lead volume. Leads that die unanswered in an Inbox are money left on the table. ProspectConverter offers you three service levels and optional integration with the lead routing modules to fit any Agent, Team and Broker’s needs, from rookie to fanatic CRM guru. You can never outgrow Prospect Converter. When your referral clients trust you with their employee or referral’s move you are responsible for more than just another prospect. You have a commitment to a corporate client or a referring broker partner.
    Starting Price: $169.00/month
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    Ambassador Referral Marketing
    The world's #1 Referral Marketing Software, Ambassador is changing the marketing landscape by empowering marketers to attract customers, referrals, and revenue by leveraging the power of word-of-mouth. Trusted by SMBs and Fortune 500 companies, Ambassador makes the referral marketing simpler. It automates the process of enrolling, tracking, rewarding and managing customers, affiliates, influencers, and partners.
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    Hunt Club

    Hunt Club

    Hunt Club

    The recruiting partner that delivers top talent. Hire with trusted referrals from 10,000 experts. Hunt Club is a new category of search firm that leverages the power of relationships and referrals to find you the best talent. Our technology transforms thousands of subject matter experts into the world’s most powerful talent network. Hunt Club leverages referrals from our network of subject matter experts to source, qualify, and hire talent for you. Great executives are hard to find. We'll help you build your senior leadership team through our curated network of executives. Let us manage the whole recruiting process for you. Hunt Club becomes an extension of your team to help you grow your organization. Build a funnel of candidates that fit your profile so they are ready to go when you are ready to hire. We built our own technology that gives you access to 5 million candidates referred from our network of 10,000+ subject matter experts.
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    RevenueJump

    RevenueJump

    RevenueJump

    Our done-for-you funnels help you attract warm referrals, easy testimonials, and up to 600% more 5-star reviews. We’ve done the research that shows the #1 ranked listing on Google has an average of 172% more reviews than the #10 listing. Google favors local companies with higher search rankings, as do many of the other directories. Truly effective “word of mouth” marketing doesn’t just happen. You have to give it a nudge to make the strategy really work. Saying “we’re the best” is one thing. When somebody else says it about you, it means so much more. RevenueJump makes it easy for you to capture and share what your happy customers say about you. We’re happy to give you a demo of our powerful, revenue-generating application. Have a negative 1-star review? Download the 5 steps you should take in the next 24 hours.
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    AppReseller

    AppReseller

    AppDirect

    Launch, scale, and optimize indirect channels faster with commerce capabilities for your reseller and referral partners. Enroll partners through invite-only programs or open self-serve registration, complete with approval and onboarding workflows. Expose your community of reseller or referral partners in a searchable directory to match the right partner with the right prospect. Keep partners informed of the latest product additions and events through a partner dashboard. Embed training content, sales enablement, and announcements that live in your marketplace or in other systems. Maintain a single source of truth about your community: store and access information about your partners including contact information, partner tier, and other customizable attributes. Use AppReseller as your system of record or surface partner information from other systems. Drive registrations and showcase your community.
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    Incentivit

    Incentivit

    Incentivit

    Incentivit is a simple yet powerful referral program software that helps online and offline businesses acquire new customers using referral marketing. Incentivit is the fastest and easiest way to build and incorporate a referral program into your customer acquisition strategy. People trust recommendations from their friends more than they trust any messaging that comes directly from brands. So don't let this low hanging fruit slip away. Like any business, you want to keep your expenses as low as possible. Referral marketing is the cheapest marketing channel you should absolutely take advantage of. The key to have a successful referral program is to keep your ambassadors engaged. Incentivit provides all features to keep your ambassadors engaged anf active. Configure your referral program through an easy and simple configuration tool, and personalize many parameters such as rewards, images, texts, email templates and many mores.
    Starting Price: $79 per month
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    Velma CRM
    Our automation solutions integrate directly with existing system of records, such as the loan origination system (LOS), to enable data-driven workflows and unmatched loan processing efficiency and accuracy. State of the art marketing automation and engagement technology coupled with multi-channel communication builds lasting relationships, more referrals, better retention, and more closed loans. Velma CRM focuses on building strong relationships for the Loan Officer which result in a never-ending pipeline of repeat and referral business. Automated marketing campaigns, proven communication strategies, intuitive user interface, and on-demand marketing tools all make is easy to keep your customer yours. Velma CRM provides quality marketing management and messaging, while seamlessly fitting into your business processes.
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    Hello Referrals

    Hello Referrals

    Hello Referrals

    Whether you’re part of an existing business network or plan to start your own, Hello Referrals simplifies the management of your referrals and exchanged sales leads in a thoughtful, well-designed piece of software. It provides tracking and reporting tools and gives you a place to organize your trusted partners in business — the ones you love to refer and the ones who love to refer you. Hello Referrals makes sending, receiving, and tracking referrals easy for networks. Centralize communication and measure success as you close more word of mouth business — safely and securely. Include important notes and information to help your network partners close the business you refer to them. Instant email updates when you receive a referral from a network partner. Always know what you have to do and where you are in the sales process.
    Starting Price: $25 per month
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    Partners.ai

    Partners.ai

    Partners.ai

    Stop wasting money on ads that don't convert. Most local service businesses spend thousands on cold marketing that converts at just 5%. There's a better way — and it starts with the relationships already around you. Partners.ai uses AI to find your perfect referral partners: complementary, non-competing businesses nearby that already serve your ideal clients. Think a financial advisor paired with CPAs, or a med spa connected with fitness studios. These warm introductions close at 70%, not 5%. Just tell us about your business. Our AI instantly identifies and scores ideal partners in your area, finds their contact info, and sends personalized outreach through your own Gmail. No awkward cold calls. No expensive ad campaigns. No manual prospecting. Setup takes two minutes and your first warm leads can arrive this week. You also get partnership health tracking, follow-up reminders, and local networking event discovery to keep your referral pipeline growing on autopilot.
    Starting Price: $49/month
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    PartnerBoard

    PartnerBoard

    PartnerBoard

    PartnerBoard is a centralized platform for managing and scaling partnership and referral programs by putting every partner, referral, and incentive into one live board that updates in real time. It offers a “referral source of truth” where partners have collaborative access to a shared board while the program owner retains full visibility, enabling automatic sync of partner updates and incentive clarity. Users can track inbound and outbound referrals, attribute sources, measure top-performing partners, and drill into data-driven dashboards to understand what’s working and where to grow. The system also enforces a clean referral flow: each entry precisely specifies criteria, contacts, and intro steps so a qualified referral can be submitted in minutes; partners can filter according to what they should see, ensuring alignment and reducing friction. Notifications and integrations (via email, CRM hooks, and webhooks) keep teams in the loop whenever a referral is submitted or updated.
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    Mortgage iQ
    Intuitive. Smart. Complete. Mortgage iQ takes your business to the next level. Delivering Mortgage CRM, Lead Management and Marketing for Retail, Wholesale/Correspondent and/or Consumer Direct Lenders. We've got you covered. Our CRM Platform includes serious firepower to serve the needs of all of your organization's departments. Mortgage iQ CRM improves your efficiency. Leverage the power of Mortgage iQ's list management capabilities to drive focus and attention on the relationships that matter. Let Mortgage iQ do the driving. Our team will assist you in configuring strategic touch point campaigns or "tracks" for borrowers, transactions, Realtors and other Partners in your database. Create Beautiful Templates for high impact. Our powerful yet easy-to-use Template Editor provides the tools to create great-looking emails that you can use for drip campaigns, mass emails or single use. Top Originators Demand it. So should you.
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    AMB

    AMB

    Advantage Systems

    AMB is an extremely robust mortgage banking accounting system. This mortgage accounting software goes beyond debits and credits to track transactions on a loan-by-loan basis. In doing so, loan-level detail comes right off the system and redundant spreadsheets are eliminated. At the push of a button, AMB’s mortgage accounting software can present which loans comprise an account balance, any balance and at any time. The real-time nature of the mortgage banking accounting system, as opposed to older “Batch” oriented systems, allows for faster data entry, eliminates the need for time-consuming posting routines and makes instant reporting possible. With AMB, accounting for mortgage loans becomes customized and tailored to fit your exact needs, which makes your staff work more effectively and efficiently. Too many mortgage bankers are using mortgage accounting software systems that simply weren’t designed for their business.
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    AgencyBuzz
    AgencyBuzz is an automated agency marketing system that includes email, print mail, voice, and SMS. It increases closing ratios and improves client retention by keeping your agency in front of prospects and clients, through consistent, personal communication. Improve your close ratio, client retention, and referrals with automated marketing. No longer worry about missing an opportunity to sell! With AgencyBuzz you can always stay in front of your ideal prospects through multiple marketing channels. Increase your close ratio by always being present for your prospects to help guide them from lead to client. Automate your cadences and campaigns to engage with your clients about timely upcoming renewals or payments. Provide additional information and educational content on a scheduled basis to demonstrate your value and grow trust with your clients. With the ability to create multiple communication touchpoints, help drive referrals and reviews with your best clients.
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    mloflo

    mloflo

    mloflo

    Take a proven mortgage business building system and enable it with cutting-edge technology and you get mloflo. The only mortgage CRM on the market that not only makes your business more efficient but shows you specific actions to take to grow your referrals and nurture your network. Trouble setting & sticking to business goals? mloflo comes with proven, customizable success goals. Goals are great, but what specific steps will you take each day to grow your business? We’ll get you started with checklists and strategies that have worked for 1000s of successful mortgage professionals. View the performance of your business against key metrics live and in real time. Get feedback on what’s working and what to do next.
    Starting Price: $69.99 per month
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    CountingWorks Pro
    The CountingWorks Pro marketing software platform is built specifically for CPAs, tax accountants, enrolled agents and tax professionals, and provides easy, automated 360° marketing for your practice to generate more referrals, stay in touch with clients and build a five-star practice. Our suite of services includes custom-built websites, blogging & content, email marketing, search engine optimization, social media, lead & client management, reputation building, and a secure client portal (with appointment setting and eSign). Provide a personalized digital experience with a fully branded ClientHub and manage the entire client relationship all in one place. Expand your margins and generate more revenue with your existing client base with targeted client marketing campaigns. Put your growth on autopilot with fully automated digital marketing campaigns that drive more qualified traffic and turn visitors into qualified leads and clients.
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    Market Quest for Real Estate
    Market Quest for Real Estate is a complete marketing and CRM solution for real estate professionals. Whether you manage a group of real estate agents or go solo, Market Quest gives you the tools you need to get more organized, boost sales, and stand out from the competition. The platform covers prospect marketing, past client marketing, relationship marketing, partner cobranding, referral tracking, marketing content, and integrations with leading business tools.
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    Cognism

    Cognism

    Cognism

    Conduct in-depth TAM analysis and build and segment data lists of accounts and contacts to drive your sales and marketing engines. Gain a competitive edge with access to fully compliant direct dials and verified email addresses. Prioritise outreach with intent data and drive efficiencies within your revenue team. Run cold email campaigns with ease. Turn strangers into prospects and prospects into customers. Supplement your outbound efforts with matched audience targeting and increased match rates on your chosen ad platforms. Track and manage key changes within accounts to identify opportunities for account expansion and upsell. With Cognism’s suite of integrations, you can enhance your current workflows with minimal friction. Unrestricted access to person and company-level data, so you always have enough prospects to go after and contact data to connect with them. Easy platform setup and integrations, so you get all this data on-demand and in the systems you work in.
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    UpPromote

    UpPromote

    UpPromote

    UpPromote Affiliate Marketing is the top-trusted affiliate marketing solution for growth on Shopify. With this all-in-one solution, you can build, manage, and succeed in your marketing campaign with ease. UpPromote helps Shopify businesses grow through affiliate marketing by reaching more potential customers and building strong, performance-based partnerships. 1/ Trusted and proven by thousands of Shopify businesses - $1.2B+ revenue generated - Recommended by 150k+ customers, influencers & partners - 4,000+ positive reviews, 4.9 ratings on the Shopify App Store - Good reviews from trusted review platforms 2/ Comprehensive & self-sufficient/robust features: - Track referrals with multiple reliable methods (affiliate link, coupon code, email, etc.). - Full control over referral orders and flexible commission settings. - Manage affiliate applications, performance, payments in one place. - Motivate affiliates with auto-tier, gifts, bonuses, and personalized offers.
    Starting Price: $29.99/month/user
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    Surefire CRM

    Surefire CRM

    Top of Mind Networks

    Surefire by Top of Mind Networks is recognized as the mortgage industry's most relied upon marketing automation and creative content solution. From individuals to enterprise lenders, Surefire CRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients. Services Available: - Email and SMS Marketing Automation - Lead Distribution and Management - Customizable Video Marketing - Curated Library of Award-Winning Marketing Content - Integrations with LOS, POS, PPE Software Systems
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    LinkTrust

    LinkTrust

    LinkTrust

    Run an effective affiliate program and manage your leads successfully with LinkTrust! As the number one affiliate and referral marketing software solution in the market, LinkTrust helps businesses across a wide range of industry to create the best programs that fit their needs. Powerful and easy-to-use, this affiliate marketing and lead generation platform empowers ad networks, advertisers, retailers, and marketing agencies to easily manage and accurately track performance marketing campaigns that include affiliate marketing, referral marketing, influencer marketing, lead generation programs, and partner marketing. Whether you’re an ad network, advertiser or an agency — LinkTrust gives you the ability to inspire, influence and accurately attribute real-time results across multiple channels, methods and engagements.
    Starting Price: $199.00/month
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    SalonTarget

    SalonTarget

    SalonTarget

    Scale up your salon business with the help of SalonTarget, an all-in-one salon software system for salons and spas. SalonTarget helps business explore untapped opportunities by automating routine tasks and solving day-to-day business challenges. SalonTarget offers tools such as speed booking, client referral system, customized marketing, auto-generated statistics, and email campaigns, that help salons engage and retain clients and offer a five-star service every time.
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    Homebot

    Homebot

    Homebot

    Homebot drives repeat and referral business for real estate agents and loan officers by helping their clients build wealth. Homebot ensures you are the trusted advisor your clients can rely on to make informed decisions about the largest asset they may ever own, their home. Homebot delivers personalized, actionable insights, with your branding, to help your clients track and build wealth with their home. Homebot delivers personalized, actionable insights, with your branding, to help your clients track and build wealth with their home.
    Starting Price: $150 per month
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    MeridianLink Mortgage Credit Link (MCL)
    MeridianLink® Mortgage Credit Link™ (MCL) is a plug-and-play web-based order fulfillment hub that simplifies product ordering with an intuitive web interface and integrated tools for order fulfillment. MCL is a one-stop platform for credit and verification data ordering from mortgage origination to closing. This comprehensive list of products and services are also available through a single API for integration into any application for a seamless experience that helps to eliminate human error and reduce costs. Our integrated digital platform supports the entire consumer financial journey—including deposit account opening, consumer loan origination, mortgage and indirect lending, data analytics, marketing, and collections—while connecting with hundreds of trusted vendor partner solutions. Visit our website to learn more.
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    Genius Referrals

    Genius Referrals

    Genius Referrals

    Unlock the Power of Referral Marketing with Genius Referrals! Are you tired of the time-consuming and frustrating process of managing referrals? Look no further than Genius Referrals, your ultimate solution for automating referral processes, creating brand advocates, and supercharging your business growth. With Genius Referrals, you'll save valuable time, reduce costs, and eliminate the hassle associated with referrals. Why Genius Referrals? - Seamless Integration: We seamlessly integrate with the platforms you already use, making implementation a breeze. - Automated Excellence: Say goodbye to manual referral tracking and management. Our cutting-edge automation technology handles it all for you. - Advocate Transformation: We don't just track referrals; we transform your satisfied customers into enthusiastic brand advocates. - Dynamic Solutions: Perfect for brands that demand dynamic, flexible referral solutions, Genius Referrals caters to B2B, B2C, SaaS, and Enterprise.
    Starting Price: $89.00/month
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    CWILL

    CWILL

    CWILL

    CWILL is a Shopify-focused customer retention platform designed to help ecommerce brands grow through smarter post-purchase experiences. Built for Shopify and rated 4.9 stars with over 15,000 reviews, CWILL offers tools for order tracking, returns and exchanges, shipping protection, loyalty programs, and referrals. The platform reduces WISMO support tickets, increases retained revenue, and boosts customer lifetime value through optimized customer journeys. Brands can deliver branded tracking pages, flexible return options, and opt-in shipping protection to build trust and reduce operational costs. CWILL also enables automated review collection, user-generated content, and AI-powered personalization to drive repeat purchases. Its unified ecosystem replaces disconnected apps with one streamlined retention engine. Trusted by leading Shopify brands worldwide, CWILL helps ecommerce businesses retain longer and grow faster.
    Starting Price: $9.99 per month
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    Grug

    Grug

    Grug.io

    Grug.io is a GenAI-powered career GPS that helps professionals map their dream career, receive feedback, and get guaranteed referrals to accelerate growth. It’s built for those feeling stuck, unclear, or underutilized in their current role — whether you’re a student, mid-career pro, or future leader. With Grug, you can: • Map the exact career you want — like a wishlist for your future • Get AI-backed feedback and career clarity in minutes • Track your strengths, goals, and gaps with powerful visualizations • Unlock referrals based on your profile, activity, and skill alignment With 50,000+ downloads and a 5-star rating, Grug is making career growth as easy and rewarding as shopping online.
    Starting Price: $4.95/month
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    Get The Referral

    Get The Referral

    Get The Referral

    Getting customers to give you referrals is now easier thanks to our one-of-a-kind platform. We combine an integrated dashboard that manages your leads and communications, with an engaging, branded referral app that makes it easier for your customers to actively refer you, and be rewarded quickly for their effort. Get The Referral puts serious lead generation power in the hands of your loyal customers. We amplify the referral process, making it far more proactive and delivering more qualified leads. Plus, with push notifications, direct messaging, and quickly redeemable rewards built right into the app, customer engagement comes guaranteed. Get The Referral puts serious lead generation power in the hands of your loyal customers. We amplify the referral process by simplifying the ask and increasing the incentive, delivering more qualified leads. Plus, with push notifications, direct messaging, and fast redeemable rewards built right into the app, customer engagement comes guaranteed.
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    LoanCommander.com

    LoanCommander.com

    Western Mortgage Technologies

    LoanCommander.com is an integrated, web-based set of tools for the mortgage, loan processing and mortgage leads industry. The tools were designed and built by mortgage professionals. Only LoanCommander.com allows you to track your loans in real time. Send pre-formatted status emails whenever the status of your loan changes. Allow secure login access to everyone: realtors, processors, brokers, etc. Your customers will never be out of touch again. Automatically send out a new pipeline report whenever it changes. Integrate your loan requirements and alerts into your calendar.
    Starting Price: $14.95 per month
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    Referagig

    Referagig

    Referagig

    It’s never been a better time to focus on hiring via employee referral campaigns. Your employees are social and with the right rewards and promotion, you can tap them as your best source for great hires. Now you can launch, run, and track referral hiring campaigns with ease, all from within your ATS. Create time and data specific “campaigns”. Offer a custom incentive. Share with eligible referrers. Track campaign progress and performance. Manage all candidate referrals in your ATS. Share real-time candidate status updates to referrers. Your employees give so much of themselves to push your company and brand mission forward. They do the jobs that nobody else wants to do, they put in the extra effort to complete challenging projects, they work long hours to ensure goals are being met and exceeded. They deserve recognition. Referagig give you the ability to reward your employees for taking the time to participate in your employee referral program.
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    Usherpa

    Usherpa

    Usherpa

    Create relationships that last a lifetime using data intelligence and multi-channel marketing. The future of CRM is Relationship Engagement. Usherpa knows what easy looks like. Our seamless, foolproof platform and robust data intelligence create opportunities you can bank on. Building repeat business and lifelong referrals is simple when you have the right tools. Usherpa is the last CRM you’ll ever need. Forget the generic, uninspiring content you’ve seen before. Usherpa’s customized, highly localized, and automated content written by industry pros resonates with your leads, clients and partners to maintain meaningful, productive relationships. Never stress for your success! Usherpa’s intuitive CRM presents opportunities in an easy-to-use format that gives you everything you need to stay on your client’s radar, generate referrals, and grow your business. Usherpa curates a marketing strategy that works with your workflows so your pipeline is always full.
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    CoStar

    CoStar

    CoStar

    ​CoStar is the largest source of verified commercial real estate information, analytics, and data-driven news worldwide. The industry relies on CoStar's data, analytics, and insights to make informed decisions and gain a competitive edge in the market. Whether you're buying, selling, or leasing a property, representing tenants, valuing assets, originating loans, or managing diverse portfolios, CoStar has got you covered. CoStar offers a comprehensive suite of tools and resources, including property records, listings, tenant information, public records, ownership details, fund data, and loan information. Transaction data encompasses sales and lease comparables, while analytics tools provide market analytics, lease analysis, and custom reporting. CoStar serves a diverse clientele, including brokers, owners and investors, lenders, occupiers, and appraisers, providing them with the data and insights needed to make strategic decisions and stay ahead in the competitive commercial landscape.
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    Aidium

    Aidium

    Aidium

    Aidium is the ultimate all-in-one CRM solution for mortgage professionals — helping you streamline your processes to close more deals, scale your operations and increase ROI. Supercharge your loan origination process with Aidium's lead conversion software, designed to streamline your lead flow, nurture prospects, and turn more leads into successful mortgage deals. Aidium's Mortgage CRM automation streamlines your processes, improves client relationships, and improves lead conversion rates through intelligent workflows and data-driven strategy. Aidium's marketing software includes a comprehensive suite of tools that maximize lead generation and improve client engagement - boosting conversion rates and growing your loan portfolio. Everyone on your team can see your pipeline and follow up where needed. Have multiple team members reaching out to prospects? Now see all of their activity in one easy-to-use place.
    Starting Price: $79 per user per month
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    Case Status

    Case Status

    Case Status

    Case Status is the leading legal tech company for client engagement with a vision to redefine how law firms interact with their clients. Our innovative, secure software platform and intuitive 5-star rated app simplify client engagement by providing real-time updates, secure messaging, and AI-powered insights to keep clients informed every step of the way. Seamlessly integrating with case management systems, Case Status streamlines communication, boosts client satisfaction and drives positive reviews and referrals. Our goal is simple: to enhance the experience for both clients and attorneys.
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    Vertical IQ

    Vertical IQ

    Vertical IQ

    Build stronger relationships and sales through actionable, convenient, and focused Industry Intelligence covering more than 97% of the US Economy and Canada. Whether they’re pitching a local brewery or a national biotech, successful sales, marketing, and customer success teams use Vertical IQ to better understand a prospect’s or customer’s business challenges before, during, and after meetings. See for yourself why nearly 60,000 users trust Vertical IQ for their industry research and call preparation needs. Learn more about how Readiness Wins at VerticalIQ.com.
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    SHP for Skilled Nursing

    SHP for Skilled Nursing

    Strategic Healthcare Programs

    A better way to improve your care and gain referrals. With Value-Based Purchasing (VBP) and the new PDPM model, it is now more important than ever to have access to actionable, real-time SNF performance data that helps to: Improve readmissions, quality of care and outcomes, Demonstrate value to referral partners and payers, Better manage high-risk residents and resource usage, Successfully navigate PDPM and VBP. SHP for Skilled Nursing is a web-based performance improvement program that enables you to proactively manage your readmissions, functional outcomes, staff resources, and helps you to improve your referral partnerships and payer relationships. Strategic Healthcare Programs improves quality and optimizes performance of home health agencies, hospices, skilled nursing facilities and hospitals by providing real-time actionable analytics, benchmarks and dashboards.
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    Wiink

    Wiink

    Wiink

    We think that the soaring acquisition costs are caused by the outdated brand-to-consumer marketing model. It's time for a change. Consumers are seeking intimacy and trust, and they look at their peers for product recommendations. Traditional referral programs can fall short, leaving you feeling disconnected from your brand. That's where Wiink comes in. We're revolutionizing the approach to referrals by building personalized spaces for brand ambassadors to engage with brands. They can perform missions, unlock rewards through gamification, and contribute to your brand's growth.
    Starting Price: $149 per month
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    QuickQual

    QuickQual

    LenderLogix

    QuickQual is a custom branded Mortgage Calculator that loan officers send via text message to their borrowers directly from the loan origination system. It only takes 30 seconds to create a QuickQual. Borrowers can run payment and closing cost scenarios and issue pre-qualification or pre-approval letters within parameters that the loan officer sets. Your Real Estate Agent partners will have access to their own portal where they can easily login and see all of the clients you've given them access to, in one spot. Realtors can quickly generate mortgage pre-qualification and pre-approval letters that are purchase price, down payment, and property specific - all within the limits that the loan officer has already set. Imagine the power this brings in a multiple offer scenario! Just one of the reasons agents and borrowers rave about QuickQual. Independent mortgage lenders, brokers, banks, and credit unions love QuickQual!