LoanBook's Client Focus

Help Homeowners Manage Their Most Important Asset

Your clients' homes are most likely their largest financial asset. However, if they're like most homeowners, they probably don't give their mortgage much thought once they start paying the monthly bill.

LoanBook provides your clients with a way to monitor the market and find opportunities to save money, or simply work directly with you to find a mortgage product that best suits their family's situation.

Real Solutions for Real People

By analyzing daily rate changes, lender guidelines and each borrower's specific loan eligibility profile, LoanBook delivers real money-saving options for homeowners that they can actually attain. Through their own personal web account, borrowers can view the rates, loan programs and savings opportunities that pertain to them and that can be easily processed through you, their preferred lender. When you can help your clients to make smart decisions about when they select a mortgage or when they refinance, everyone wins.

With LoanBook, you and your clients are able to:

  • Receive real-time alerts based on savings or mortgage criteria that you set together to meet their goals.
  • Get a realistic picture of the rates and savings available that are specific to them as the borrower.
  • Compare their savings potential across different mortgage programs (ie. 30 yr vs. 1/1 ARM, etc).
  • See a historical view of their specific rates as they change over time.
  • Stay in direct contact online in order to take action when the right savings opportunity arises.
  • Automatically notify them when a desired loan product is available with custom, controlled custom alerts.

Loan Management Made Easy

The LoanBook solution is meant to monitor both your closed loans and the prospects you have yet to qualify. LoanBook is not just another Customer Relationship Management (CRM) system. It's easy, smart and market-specific software that provides you with tools that keep both your loan officers and their clients better informed.

Sign up for a demo to learn more about LoanBook!


The LoanBook system is real-time mortgage management software for loan officers and their mortgage enterprise. The LoanBook system uses industry-leading lender rates, custom mortgage alerts and loan data specific to each borrower to provide the most accurate mortgage rate data available. For more information, email info@ratespring.com.