Simplify Your Referral Process
Developed in partnership with advice networks
We’ve been working alongside advice networks since 2018 to create a white label referral system which can deliver operational success for advice agencies who are looking to simplify their referral process.
For agile workers, who need to switch up their days
Working with our partners, we understand it is common for users to volunteer at multiple non-profit organisations.
With multiple workspaces, a user can access the referral system using a single login and switch between organisations, it means no distraction for the rest of their day.
What a wonderful time save
Working in partnership with advice networks, we learnt where other systems on the market fall short.
An area identified is that a lot of time is spent re-processing a referral should it be declined by its original recipient. Our product allows users to clone referrals, and re-issue them to alternative eligible organisations.
Find out about more real world problems our referral system is solving.
Protecting sensitive information from being shared
Lorem
No worries, for the rest of your days
Data security is important, we take our customers data security seriously. We build our platform using best practices for highly available, scalable, and secure cloud applications.
Simplifying referral system management
Eligibility Checks
Each receiving organisation can set their requirements for referrals to determine whether the client's case is eligible to be received – preventing declined referrals.
In App Directory
Each organisation can manage their own listing, to communicate their bio, criteria, contact information and mange their capacity – taking the burden away from system administrators.
Eligibility Checks
Each receiving organisation can set their requirements for referrals to determine whether the client's case is eligible to be received – preventing declined referrals.