At FastDox, we are acutely aware of the power of strong relationships. That’s why we're thrilled to announce the FastDox Referral Portal – a revolutionary platform that helps you turn your existing business relationships into profitable partnerships. Operating and serving companies globally, we've designed the Portal to offer a seamless creation and transfer process of clients from one business or individual to another, with real-time status updates, cost per conversion (CPC) reporting, automated workflows\triggers, transfer rules to ensure the quality of data transfer and encryption using the latest SSL technologies ensuring that your sensitive information is in safe hands.
Transform Your Business With FastDox
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.
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.
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."
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.
GDPR Compliant
E2E Encryption
Bespoke Solution
API Integrations
Full Audit Trails
Reporting Suite
Fast & Secure
User Friendly
Your Questions Answered
Your questions are important to us. Read our list of frequently asked questions to get the answers you’re looking for.
If you still need more information please give us a call on 0161 820 9310
We provide a full consultancy service via our Customer Success Team.
We will work alongside your Operations Team to project manage a road map of success to ensure that integration is seamless, smooth and hassle free.
All businesses are different, and we will be happy to make suggestions to improve your processes and how FastDox will give you maximum return on investment, improve conversions and boost productivity.
Our Customer Success Team are available to ensure your staff and users are fully trained and competent to use FastDox before going live.
We will conduct training on-site or remotely – it’s entirely your choice.
Once the initial training is completed, you will have access to your bespoke explainer and training videos.
These are made specifically for your business and a full “How to” suite of comprehensive training documentation and guides.
FastDox is fully self-configurable, therefore we will ensure your Operations Team will be proficient on making changes and providing ongoing training, but if you ever need us, just call, we are always happy to help.
Billing commences when you go live. We believe in making sure the system is built to your exact specifications before mutually signing off and being deployed in a live environment.
