REFERRAL & RELATIONSHIP MANAGEMENT
Turn referrals into a repeatable growth channel.
NodePointLink gives businesses a professional way to capture, track, route, and grow referrals from one place. Create branded referral experiences for partners, team members, offices, and campaigns; then know exactly where every opportunity came from.
Built for businesses that grow through relationships.
NodePoint Link
REFERRAL CHANNEL
Partners
Routing
Attribution
HOW IT WORKS
A referral path your whole agency can understand.
NodePoint Link keeps the source relationship, client need, ownership, and outcome connected from the first introduction through the opportunity.
Partner
Referral
Intake
Routing
Advisor
Opportunity
REFERRAL PARTNER MANAGEMENT
Make partners a channel, not a collection of contacts.
Give relationship owners a consistent place to manage partner detail, purposeful outreach, branded link access, and source context.
Referral partner management
Keep the relationship, its activity, and its potential close together.
Branded referral links
Give partners a direct, attributable way to introduce the right opportunities.
STRUCTURED INTAKE & LEAD ROUTING
Start every referral with the context it needs.
Make client intake a shared starting point, then use defined routing to get opportunities to the right advisor without losing the partner or original need.
Structured client intake
Capture the information required to make a useful referral record from the beginning.
Lead routing
Make ownership clear and move the opportunity forward with purpose.
VISIBILITY, ATTRIBUTION & CONTROL
See the referral path, the owner, and the outcome.
NodePoint Link is designed to make referral growth measurable without turning relationship work into a maze of disconnected reports.
Advisor visibility
Referral attribution
Administrative control
Reporting
NODEPOINT LINK
Turn relationships into measurable growth.
Give your partners a better way to send opportunities, and give your business a better way to capture, manage, and grow them.
RELATIONSHIPS → GROWTH