They share. You grow.
Long after settlement, clients refer friends to you from their app.
Between reviews, clients refer friends to you from their app.
Sarah texts her friend Priya an intro to Jordan Mitchell from her WealthX app. Priya signs up and joins Jordan's client list.
Amelia texts her friend Olivia an intro to Maya Ellis from her WealthX app. Olivia signs up and joins Maya's client list.
The ask
Ask when the keys land.Ask after every review.
Build a drip once. Every settled deal sends your referral ask.
Tag a client once their review is done. Your referral ask follows.
- Starts at SettledMove a deal to Settled and the drip starts.
- The keys email asks tooIt asks if they know anyone else who's buying.
- A week later, the askWait 7 days, then send Referral ask.
- Introductions reach your inboxRefer someone opens an email to you.
- Starts with a tagTag a client after their review and it starts.
- A week later, the askWait 7 days, then send Referral ask.
- Their name and yoursIt greets them by first name and signs off with yours.
- Introductions reach your inboxRefer someone opens an email to you.
Jordan's drip in Email Marketing: when a deal moves to Settled it sends the settlement email, waits 7 days, then sends Referral ask, which Sarah opens on her phone.
Maya's drip in Email Marketing: when she tags a client Review complete, it waits 7 days, then sends Referral ask, which Amelia opens on her phone.
The text
An intro in their voice.
It tells their friend you're a mortgage broker they recommend.
It tells their friend you're a financial planner they recommend.
- Their name on itIt opens with their name, as if they typed it.
- Your phone and emailSo their friend can reach you directly.
- A link to joinSigning up through it makes them your client.
The text Priya receives: Sarah's intro to Jordan Mitchell, a Mortgage Broker, with his phone, his email and a sign-up link.
The text Olivia receives: Amelia's intro to Maya Ellis, a Financial Planner, with her phone, her email and a sign-up link.
Your client list
Friends become your clients.
Their friend signs up through the link and lands in your Clients.
Their friend signs up through the link and joins your client list.
- Linked to youThe link carries your code, so they're your client.
- Top of the listClients shows the newest first, so they're easy to spot.
- Their position, once connectedCash and debts fill in once they connect their banks.
- Their position, once connectedTheir net position builds as they connect their accounts.
Jordan's Clients list, newest first, with Priya Sharma now at the top.
Maya's client list, newest first, with Olivia Grant now at the top.
More of WealthX.
- WebsitesFor brokers
- AI chatFor brokers
- Fact findFor brokers
- Document collectionFor brokers
- Open bankingFor brokers and planners
- Wealth appFor brokers and planners
- Rate monitoringFor brokers
- Marketing hubFor brokers and planners
- CRM and clientsFor brokers and planners
- Lender policyFor brokers
- WealthX CopilotFor brokers
- All featuresEvery feature on one page
See it with your clients
Book a demo and we'll walk you through it, or start straight away.