RefNet

Referral & Loyalty Program Software

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This platform automates and streamlines referral management processes for financial-service firms, providing a secure, branded portal that consolidates referral tracking, compliance, and payout functions. It offers key features such as customizable branding, automated disclosures and consent capture, secure Stripe Connect payouts, extensive audit trails for regulatory compliance, and seamless integration with aggregator software, solving problems related to manual administrative tasks, compliance risks, delayed payments, and lack of transparency. Designed for mortgage brokers, accountants, financial planners, and regulatory compliance professionals, it ensures efficient, compliant, and transparent referrer program management tailored for Australian financial services providers experiencing regulatory complexities and operational inefficiencies.

RefNet can be found in Referral & Loyalty Program Software categories.

The most similar products to RefNet are:

Rewardful Promoted → ReferMe IQ → Trackerhub → Tapfiliate → Tolt →

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Details

RefNet Main Features

• Simple Setup
  You can easily set up your portal, customize the form, and invite referrers with ready Reg 25 agreements.
• Multiple Users
  You can add unlimited referrer seats so many people can use the program.
• Audit Readiness
  The system keeps detailed, timestamped records and disclosures, making audits easier and more reliable.
• Branded Portals
  It creates a custom portal with your firm's logo, colours, and Reg 25 disclosure language, using a subdomain like refer.yourbrokerage.com.au.
• Automated Payouts
  Stripe Connect automatically pays your referrers from your income after each settlement, eliminating manual payments.
• Referral Tracking
  Leads are collected with all necessary consent and disclosures, and status updates are shown in the referrers' portal.
• All-in-One Solution
  It provides everything needed for a referrer program in one place, including portals, disclosures, payouts, and audit trails.
• Integration Support
  It connects with your existing aggregator software to streamline referral management.
• Regulatory Compliance
  It records timestamped consent, keeps an unchangeable audit trail, and shows disclosures on every submission to meet ASIC rules.
• Straightforward Pricing
  It has a clear, flat fee of AUD $99 per month plus AUD $2 for each Stripe payout, with a free 14-day trial.

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RefNet Alternatives

Rewardful Promoted

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ReferMe IQ

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Trackerhub

This platform is designed to enhance the efficiency of referral tracking and ...

Tapfiliate

This platform streamlines the management of affiliate, influencer, and referr...

Tolt

This platform provides a comprehensive software solution designed to enable s...

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