Step 1
Set up an agreement
In order to refer your clients to Prospr, and earn additional compensation, you need to get an agreement in place.
Contact us
Step 2
Book training
Learn everything you need to know about the Lendesk for Prospr program and start referring your clients.
Book a short training
Step 3
Choose referral system
Finmo has full functionality built into the system to help you refer and track the statuses of your referrals.
Not on Finmo? Use ReferLink
Step 4
You are done!
You are all set up and ready to go. Visit the Refer to Prospr tab for more information and additional resources.
Refer to Prospr tab
Video
Prospr overview
Watch a quick video about Prospr, its benefits for you and your clients, and how it compares to other insurance offers on the market.
Client form
Prospr client form
The Prospr client form covers everything your clients needs to know about Prospr to make an informed decision about being referred.
System option
Refer on Finmo
How to refer clients with live deals on Finmo
System option
Refer on ReferLink
How to refer current or past clients outside of Finmo.
Booking Link
Training session
Learn everything you need to know during this 1:1 session.
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