BountyX Live

Banker Bounty turns everyday conversations into growth for your institution — and rewards you for them. Built for the people who actually talk to customers: tellers, operations and back-office staff, lenders, and relationship managers at community banks and credit unions. If you know someone who could use an account, a loan, or a card, Banker Bounty gets that referral to the right person at your institution in under a minute. You don't need to know who handles it. We do. SUBMIT A REFERRAL IN SECONDS Add a contact, pick the account types they're interested in, and send. Each account type becomes its own lead, routed to the right location and the right person automatically. No forms to hunt down, no emails to chase, no guessing who to hand it to. FOLLOW EVERY LEAD See exactly where each referral stands — received, contacted, in progress, or opened. Real-time status updates mean you're never left wondering what happened to the customer you sent in. KNOW WHAT YOU'VE EARNED Your rewards update as your referrals progress. Track points and earnings, review your full payout history, and see how you stack up on the leaderboard — all in one place. WORK YOUR RELATIONSHIPS The built-in relationship manager keeps your book of business organized without the bloat of a traditional CRM. Log opportunities, keep notes, and stay on top of the people who matter to your institution. STAY IN THE LOOP Push notifications when a lead moves, in-app messaging with the teammate working your referral, and a message board plus document library so announcements and resources from your institution are always a tap away. BUILT FOR BANKING - Simple enough that anyone on your team can use it without training - Organization-scoped data — your institution's information stays inside your institution - Role-based access controls that match how your team already works - Secure authentication with optional two-factor verification WHY TEAMS USE IT Most institutions have no real system for referrals. Good leads die in inboxes, hallway conversations, and sticky notes. Banker Bounty makes every employee a growth channel, gives leadership a clear view of the pipeline, and makes sure the people who source the business get paid for it. — Banker Bounty is provided to employees through their bank or credit union. An account from your institution is required to sign in. If your institution doesn't use Banker Bounty yet, visit bankerbounty.com to learn more. Questions or feedback? Contact us at [email protected].