Embed Size (px)
Citation preview
What is the NewTrackerTM?NewTrackerTM provides a turn-key solution for your organization to expand its business services offerings. Submit, track and manage business leads for any of the participating Newtek services:
Electronic Payment Processing
Outsourced Digital Bookkeeping
Tax Service
Web hosting, Design & Development
SBA Loans
Data Storage
Personal & Commercial Insurance
Business Plan Preparation
NewTrackerTM Benefits
Quick setup with hierarchy and branch capabilities
Submitted referrals are immediately received and acted upon
Track referrals in real-time throughout the sales process
Access detailed reports 24 hours a day, 7 days a week
Client data is encrypted and kept confidential
A Sophisticated, yet extremely easy to use online system
Other methods of submitting referrals include email, fax and phone
NewTrackerTM helps your organization
strengthen its relationship with its clients by providing
real-time feedback and detailed reports.
High Level Flow of Information
Client
Your Organization
NewTrackerTM
Newtek Service
Receives Referral
Updates Status
Submits Referral
View Status
Notification of
Status Updates
NewTrackerGenerate Reports
A referral is submitted by an employee at your organization or by a client filling out a form on your organization’s website
Flow of Communication
A Newtek Business Service Specialist is assigned the referral and follows up with the client within 24 hours of receipt
The Newtek specialist continually updates the status of the referral throughout the process
Your organization has access to view status of all referrals submitted for any of the participating Newtek services and generate custom reports 24/7/365
When a referral reaches a “milestone” status, the submitter of the referral is notified via an automatic email from the system
Your Org. (or Website) Newtek
The system is set up with multiple user levels so that executives and managers can oversee their employees.
Hierarchy Design
President/CEO
Manager 2
Org. Employee
Business Client
Org. Employee
Business Client
Business Client
Business Client
Manager 1
Org. Employee
Org. Employee
Business Client
Business Client
Business Client
Business Client
Global View
Employee at your organization logs into the system at www.newtekreferrals.com.
Log In
35492
The Newtek Referral System
Your Organization
The Newtek Referral System is a web-based business development tools that allows you to submit, track, and manage business leads to one or more of Newtek’s services.
To Submit a referral, click on the “Submit Referrals” button on the lower left hand side of this page. When the referral form appears, be sure to fill out all of the qualifying information for the company that you are referring. Also, make certain that you choose the appropriate service(s) from the multiple selection box.
You can view the status of all the referrals your organization has submitted by clicking on the “View Status Reports” button located in the middle of this homepage. This website is updated daily by sales agents and is available to you at all times.
Submit a Referral and let Newtek do the rest…Pizza Place
Eddie
Franchise
100 South Blvd.
Suite 123
Augusta
Georgia
55555
404 555 1254
Newtek Merchant Solutions
Matteo
Providing detailed notes is extremely
helpful for the Newtek specialist who will follow up
with your customer and will help to expedite
the sales process.
Newtek Financial Information Systems
Company X is processing for him right now. He is not happy with the fees. Has a quote from Company Y. He is very interested in finding out more information about getting set up for electronic payments. He already has terminal. Call business number after 3pm. I have client’s statements, please call me and I will fax them to you.
View Summaries For Referrals Submitted
Summary of referrals submitted by your employees
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
Small Business Lending
40 10 30
Total Loan Amount $12,000,000 $3,500,000 $8,500,000
I nsurance 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
MS
View Status You can view the status of all the referrals you or your employees have submitted at any time.
Referrals you submitted that are open
A complete status history is available by clicking on any
one of the company names.
Date Company Contact Referred To Assigned To Status Code Loan Amount Additional Notes Estimated
Date to Close /Underwriting
Submitted By
Submitted By
Company
Application Id
08/10/0612:28:54 PM
24 Days
Sample Corp. 1
Mr. Smith
Newtek Small
Business Finance
Newtek Consultant
Newtek Approved
$250,000
Forwarded closing
documents to client.
09/01/06 Davis, Mary Your Credit
Union 10555
08/12/0603:03:14 PM
10 Days
Sample Corp. 2
Mrs. J ones
Newtek Merchant Solutions
Newtek Sales Agent
Issued Proposal to Merchant
NA
Merchant now looking into software.
Quoted price on PC Charge Pro Merchant will contact me
back. Follow up scheduled for
8/15
10/22/06 J ones, J ames
Your Credit Union
12073
Sample Corp. 1 Your Org.
Your Org.
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.
555-555-5555
ABC Company
Mary
J ones
Financial Advisor
Financial Advisor
800-555-5555 Alliance Partner
Alliance Partner
Financial Advisor
Newtek Employee
Newtek Employee
Newtek Employee
234 Berger Road
Paducah
KY
42003
555-555-5555
ABC Company
Mary
J ones
Financial Advisor
Financial Advisor
800-555-5555 Alliance Partner
Alliance Partner
Financial Advisor
Newtek Employee
Newtek Employee
Newtek Employee
234 Berger Road
Paducah
KY
42003
Application Submitted for
approval
11/29/05
04:31:27 PM
Spoke with merchant and took application over the phone. Application is complete and has been submitted for approval.
$0 NA 12/04/05Newtek
EmployeeUser
Application approved –
awaiting installation
12/02/05
01:54:09 PM
Received verification that the merchant has been approved. Awaiting installation confirmation.
$0 NA 12/04/05Newtek
EmployeeUser
Newtek Employee
Referral Submitted11/28/05
11:14:25 AM
Client would like to accept credit and debit cards. She currently uses PayPal. She would like a call between 10am and 12pm today, if possible.
$0 NA 02/06/05 UserBank
Employee
Administrative Tools
Your organization have access to comprehensive reports. These
reports allow executives to manage the effectiveness of their employees, locate specific clients that have been referred to Newtek, and forecast when
deals will successfully close
Your Organization
Conclusion
Turnkey solution for submitting referrals
View referrals submitted by your employees
24/7 access to the complete status history of all your clients
Receive informative reports on the status of all referrals
