NewTrackerTM
Click Here to View the NewTrackerTM Demo (PowerPoint Slide Show)
Newtek is focused on developing a mutually beneficial relationship with alliance partners. NewTrackerTM is one of the keys to forming and maintaining this partnership.
The Newtek referral system, NewTrackerTM, is an online tool used to submit, receive and track referrals. The system is used for all Newtek products and services and is designed to be efficient, organized and user friendly. It streamlines the process for Newtek's alliance partners and facilitates communication by eliminating the need for fax machines and paper trails. All information needed to submit and track referrals is available online in real-time.
Alliance partners log into NewTrackerTM and submit referrals for any or all of Newtek's services. Basic contact information is provided along with a brief description of the customer's requirements. Any specific information about the customer that the alliance partner thinks would be helpful should also be included. The best time and number to reach the customer may also be provided. Referrals can also be generated from co-branded forms on alliance partner websites.
When the appropriate Newtek Business Services Specialist receives an opportunity, the Specialist updates NewTrackerTM with each conversation or milestone, allowing alliance partners to quickly access information on the progress of their client at Newtek in real-time throughout the sales process.
NewTrackerTM has a built-in hierarchal structure that can be customized for any organization. Managers can effectively monitor employees' workflow by overseeing their referrals and by utilizing the built-in customized reports.
NewTrackerTM provides organizations with a turn-key solution to expand current offerings to include a suite of high-quality business services. Simply log on, submit a referral and let Newtek do the rest. Track the progress of a referral 24x7x365, and when it successfully closes, a notification email is sent to the referring party and a referral fee is paid.
Benefits of the System:
- Sophisticated, yet extremely easy to use
- Quick setup with hierarchy and branch capabilities
- Submitted referrals are immediately received and acted upon
- Track in real-time throughout the sales process
- Access detailed reports 24 hours a day, 7 days a week, 365 days a year
- Client data is encrypted and kept confidential
Process Flow - One Platform, Multiple Service Offerings:
High Level Flow of Information:
NewTrackerTM helps your organization strengthen its relationship with its customers by providing real-time feedback and detailed reports.
Flow of Communication:
- A referral is submitted by simply filling out a referral form
- A Newtek specialist is assigned the referral and follows up with the customer within 48 hours of receipt
- The Newtek specialist continually updates the status of the referral throughout the sales process
- When a referral reaches a "milestone" status, you are notified via an automatic email from the system
- You have access to view status of all referrals submitted for any of the participating Newtek services and generate custom reports 24x7x365
Hierarchy Design:
The system is set up with multiple user levels so that executives and managers can oversee their employees.
Submit a Referral and Let Newtek Do the Rest:
Providing detailed comments is extremely helpful for the Newtek specialist who will follow up with your customer and will help to expedite the sales process.
Sample Form
Summary of Referrals Submitted and View Status:
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Summary of Referrals Submitted (Sample)
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| Company | Referrals your employees submitted that are open | Referrals your employees submitted that are closed | Referrals your employees submitted that are dead |
| Outsourced Digital Bookkeeping | 24 | 35 | 10 |
| Tax Services | 15 | 12 | 7 |
| Electronic Payment Processing | 50 | 30 | 25 |
| Business Lending | 40 | 10 | 30 |
| Total Loan Amount | $12,000,000 | $3,500,000 | $8,500,000 |
| Insurance Services | 15 | 10 | 18 |
| Web Hosting Services | 20 | 15 | 1 |
| Data Storage | 5 | 2 | 0 |
| Business Plan Preparation | 30 | 22 | 8 |
| Website Design & Development | 12 | 19 | 6 |
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Click here for a sample "View Status" screen
Referral Details:
The "Referral Details" displays client information, as well as the complete status history of a referral. All status updates are saved, dated, and tracked. There is also a direct link to contact the agent who is working with your client/member.
Click here for a sample "Referral History" screen
Administrative Tools:
You have access to comprehensive reports. These reports allow executives to manage the effectiveness of their employees, locate specific credit union customers that have been referred to Newtek, and forecast referral fee income.
