Refer a Friend

Grow your clientele with our friend referral program
Grow your clientele with our friend referral program that tracks and automates the entire process, from sending invites (via email, text, and social media) to paying out the rewards when the friend opens a new account.

Features & Benefits

Promote and gamify your referral program

Promote your refer-a-friend rewards program with eye-popping banners.

Gamify the program by displaying how many friends have been invited and how many have joined. These numbers are updated dynamically.

Invite friends via email, text, or social media

Display custom instructions about how your referral program works and the reward details.

Display any terms and conditions. If agreement is required, we will include a checkbox that must be checked to enable the submit button.

Enter friends email addresses, phone numbers, or share a unique code on social media to encourage them to start a relationship with your financial institution.

Track and manage referral program from Q2 Central/Console

When the referred friend opens a new account, both receive a cash reward. Our app automates the entire process:

  • Keeps track of referrals
  • You can dispense the cash rewards with the Pay button, or configure the app to do it automatically
  • Download a report of all invitations and accepted invitations

Automate referral program rewards payments

Configure a daily job that determines when the rewards criteria have been met and automatically dispenses the rewards from a holding account.

Automate 1099 tax forms

Generate required 1099 tax forms when customers receive enough rewards.