Meet BountyX
The referral platform built specifically for community banks and credit unions. No bloat, no features you'll never touch, just everyday connections turned into new business.
BountyX
BountyX turns everyday connections into new business.
Your employees already have the relationships. They talk to customers every day and know who just got a new job, who needs a mortgage, who has a friend looking for a better bank. The problem with referral follow through is not opportunity. It is the lack of a tangible system. Most community banks have no simple way to submit a referral, no way to track the process, and no standard way to reward employees when a lead closes. Referrals happen by chance, and through community. Designed to easily submit, drive, and track referral volume, BountyX turns those everyday connections into new business.
Built for the field, not just the back office.
Employees submit, track, and get rewarded for referrals right from their phone.
Leads
Every referral in one list, with monthly stats and open rate front and center.
Submit a Referral
Log a new lead in seconds: contact info, account type, and a note, done.
Track Every Lead
Move a lead from accepted to contacted to opened, right from the detail view.
Stay In The Loop
See who a lead is routed to and keep the conversation going with a lead thread.
Bucks
Employees see exactly what they've earned, lead by lead, in real time.
Team Leaderboard
Leadership sees who's sending the most referrals, ranked in real time.
By Location
Compare performance across branches and markets at a glance.
Every conversation is a lead
An employee notices a customer need, a new job, a mention of a mortgage, a friend looking for a better bank. They open the BountyX app and submit a referral in seconds, selecting the right department and banker from a list to make sure it lands in the right hands.
Route it right
The referral routes automatically to the banker best equipped to handle the new customer need. The employee can see exactly where it stands, which department has it, and who is working the lead from submission to close.
Get rewarded, track everything
When the account opens, the employee sees exactly what they earned. Bank leadership tracks every referral, conversion, and payout in real time through Bountylytics, BountyX's built-in executive dashboard.
Built specifically for community banks and credit unions, BountyX works across every department and position from back office to front desk. Employees submit referrals in seconds, track them in real time from submission to closed account, and see exactly what they earned.
One dashboard for your whole referral program.
See value generated, top performers, and lead status in one place, updated live as your team submits and closes referrals.
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