Why Choose FastDox’s Referral Portal?
Receiving leads via referrals from other companies is always beneficial but managing those leads, updating those businesses on progress and ensuring what is received is off the highest quality can be difficult and time consuming. The Referral portal has been designed specifically to handle this, by creating an easy-to-use system for third party partners to securely transfer data, offer real time dynamic reporting on status updates, add a layer of protection from poor or incorrect data being transferred and reporting on the cost per conversion and best performing businesses.Book a demonstration today
Key Features & Benefits
- Simple User Interface: Our UI is intuitive and designed for efficiency, allowing your third-party partners to send referrals in just a few clicks.
- Real-Time Tracking: Monitor the status of your referrals, from initiation to closure, through our live tracking system.
- Automated Workflows: Customise automated emails and notifications for different stages in the referral process.
- In-Depth Analytics: Use our analytics dashboard to track your most profitable referrals and understand trends.
- Transfer Rules: Protect your systems and save time by enabling transfer rules, ensuring the quality of what you receive meets criteria before it hits your system.
- Security: Data security is our priority. The FastDox Referral Portal is fully compliant with GDPR, CCPA, and other major international data protection regulations. All data transmissions are encrypted using the latest SSL technologies, ensuring that your sensitive information is in safe hands.
The FastDox Referral Portal isn’t just an addition to our suite of services; it's a testament to our commitment to enhancing the value we bring to our clients and their partners worldwide.
FastDox all-in-one platform
Our all-in-one platform combines the power of 20 products into one customisable and brandable system. We have helped businesses consolidate multiple cumbersome existing individual products into one centralised and succinct solution whilst streamlining processes, improving efficiency, reducing costs, and increasing conversions
See the links below for further information on any of these solutions.
Trusted by Many
Millions of Customers at 100's of Companies Accelerate Their Business: Powered by FastDox.
“Clients have found Fastdox easy to use and engaging, as can be seen from our 87% take up rate, which far exceeded our expectations.
The support we have had from Fastdox in tailoring the product to our requirements has been first class and the on-going support excellent.
We are delighted with the Fastdox product and have no hesitation in recommending it to any other insolvency practice looking to implement a client portal.”
“FastDox have been a key part in our growth as a company. We have increased our output thanks to FastDox. They have a brilliant solution that has changed our business for the better. I wouldn’t hesitate in recommending FastDox for any business!”
“I can't say enough great things about FastDox. They know their stuff and are extremely friendly and easy to work with. As a Claim’s Management Company, we rely on getting documents back quick to keep our customers engaged and retained. FastDox has helped us do more business in less time.”
“The diversity and flexibility of FastDox has enabled us to request an unlimited amount of documents from clients including those to be signed, uploaded and verified, the simplicity of the user interface has helped immensely with the return of key documentation.”
"Great customer service and will always respond to queries quickly, FastDox have gone above and beyond in helping us becoming digitally streamlined."
"FastDox's rich data and API integrations are helping us develop a seamless onboarding journey. This will reduce friction for customers and enable proactive management of their accounts. Excellent system which is incredibly feature rich!"
"We love FastDox, they provide great resources for Trustees. FastDox has added value across our entire Business and has helped reduce our cost of acquisition."
"FastDox is simple for clients to use and simple for our staff to use. It has an incredibly intuitive user interface, which makes it quick to send and receive documents from clients and complete KYC checks. Not only do our staff love it but so do our clients!"
"FastDox has helped us become super-efficient and always at hand to help assist with our requests. The feedback from our customers has been great and they love the easy to use platform."
"FastDox is an innovative product and a great Company to do business with, they are very easy to work with and always take a very personable approach with training, planning and configuration requirements. The team has worked closely with our own internal IT team to ensure the system connects seamlessly with our existing CRM and processes."
"FastDox are a great Company to work with and provide excellent service. The tools FastDox have provided has revolutionized our lead engagement and boosted conversions without increasing our marketing spend."
"FastDox's slick interface and extensive onboarding features have allowed us to scale our targeted approach to customer acquisition, which has been really powerful because it's increased the frequency of campaigns while decreasing the cost of acquisition significantly."
We Get Things Done
Waiting for documents to be returned puts a huge strain on your productivity. With FastDox
82% of SMS received are actioned and completed within 20 minutes.
FastDox’s all-encompassing customer onboarding platform drives efficiency by ensuring all documents are returned and completed in record time. We believe there are no limits to success. Only admin. We want your staff to be focused on driving profit and improving your business performance not shuffling papers and playing telephone tennis. FastDox breaks the chain of endless amounts of phone calls, document chasing and email answering by automating tedious and time-consuming admin tasks.
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