Route qualified referrals and track them to completion.
Capture a structured financial profile on the client record, evaluate it against each partner organization’s routing criteria, and send qualified referrals to the right partner. Referral status is tracked through to completion, and every disclosure, consent, and document stays attached to the record.
What Partner Referral Routing does
Structured financial profile
Capture income, obligations, and credit data in one validated profile.
Partner routing
Match profiles against partner criteria and send qualified referrals.
Referral status tracking
Follow each referral through to completion without losing context.
Retained records
Keep disclosures, consents, and documents on the client record.
Why teams run Partner Referral Routing
- Route each client to the partner organization that fits the profile
- Reduce drop-off between referral and completion
- Keep a complete, auditable record of every referral
See Partner Referral Routing in action
Book a 30-minute demo. We will tailor it to your workflow and show exactly where EON removes manual work from your operation.
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