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About

PartnerBoard is a centralized platform for managing and scaling partnership and referral programs by putting every partner, referral, and incentive into one live board that updates in real time. It offers a “referral source of truth” where partners have collaborative access to a shared board while the program owner retains full visibility, enabling automatic sync of partner updates and incentive clarity. Users can track inbound and outbound referrals, attribute sources, measure top-performing partners, and drill into data-driven dashboards to understand what’s working and where to grow. The system also enforces a clean referral flow: each entry precisely specifies criteria, contacts, and intro steps so a qualified referral can be submitted in minutes; partners can filter according to what they should see, ensuring alignment and reducing friction. Notifications and integrations (via email, CRM hooks, and webhooks) keep teams in the loop whenever a referral is submitted or updated.

About

Market Intelligence technology aggregates, organizes and pushes relevant insights based on your NMLS to empower mortgage professionals. Your Personalized Data allows us to deliver referral partner matches so you can effectively and efficiently network to build new relationships. A personalized data experience like no other in the mortgage industry. Discover and match with new realtors in your market. Develop an engagement funnel for prospective referral partners. Building relationships with new referral partners can be time-consuming. TrustStar helps you prioritize by loan volume, quantity, and listings to create a dynamic perspective referral list so you can optimize your prospecting time. With TrustStar, you proactively respond to real-time data that is impacting your business to gain a competitive edge in your marketplace. Unlock revenue and new opportunities with actionable insights and trends. TrustStar pushes notifications to alert you to the most relevant information.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Partner-program managers and channel-teams looking for a tool to organize partnerships, automate referral workflows, and measure partner-driven revenue

Audience

Market professionals and companies in search of a solution to aggregate, organize, and push relevant insights

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

Free
Free Version
Free Trial

Pricing

$49.99 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

PartnerBoard
United States
www.partnerboard.io

Company Information

TrustStar
United States
www.truststar.ai/

Alternatives

Alternatives

Mortgage Quest

Mortgage Quest

Market Focus
Kiflo PRM

Kiflo PRM

Kiflo
Referral Rock

Referral Rock

Referral Rock Software
Jumpstart

Jumpstart

Jumpstart Innovation

Categories

Categories

Integrations

HubSpot CRM
Salesforce

Integrations

HubSpot CRM
Salesforce
Claim PartnerBoard and update features and information
Claim PartnerBoard and update features and information
Claim TrustStar and update features and information
Claim TrustStar and update features and information