LoanBook Features for Mortgage Lenders
Track. Monitor. Be Notified.
LoanBook's easy-to-use and client-focused features give you more opportunities to serve your clients with qualified, accurate and timely mortgage lending information that's relevant specifically to them.
Here is how it works:
- Your prospect or borrower data, including closed loans and files that were canceled or denied, is loaded into your LoanBook solution.
- You and/or your borrowers determine specific targets for new purchase or refinance based on their goals and eligibility, and are notified when those targets are met.
- LoanBook allows you to track and monitor a specific pipeline, a branch or the opportunities that may exist acroos an organization; with Loanbook's enterprise dashboard and alert driven email notifications, you will never miss another opportunity!
Essential Features:
Client Management
Add and manage each client's mortgage loan information. LoanBook automatically emails your client with their account access information once you finish setting them up in the system.
LoanBook then factors in your “best execution pricing” and your client's qualifications to display the lowest lender rates for each program.
Best Execution Pricing Models
Set and manage your closing costs and lending requirements in advance to ensure accurate quotes are given to your client. LoanBook matches up your requirements and provides clients with their lowest qualifying rates for multiple loan programs.
Branch Management
As a Manager, you can add and manage loan officers to define and unite specific client relationships, and to determine how your loan officers match up borrower needs with your mortgage loan products. Managers can also set closing costs and business requirements at the organization or branch level that flow down to each loan officer.
Loan Officer Dashboards
Each loan officer has their own LoanBook account for managing leads, prospects and client relationships. As a Manager or Administrator you'll also have the ability to define and monitor the savings and programs your loan officers present and those which borrowers can attain.
Custom Alerting System
Stay on top of your client communications with informative client alert emails. You'll receive a daily summary of the clients who received alerts based on their notification targets, allowing you to quickly engage them with accurate refinancing or new purchase opportunities.
Custom Branded Alert Emails
Each email alert is custom branded with your personalized business contact information and organization's logo so that clients and prospects can easily contact you when they're ready to make a mortgage decision.
Free Client Web Portal
LoanBook allows you to offer a free web account to any homeowner or client whose loan scenario you are managing within LoanBook.
The dual system access allows you to work with your clients to manage their new purchase or refinance in LoanBook, including using custom alerts that you can set together based on their exact needs and eligibility.
Sign up for Demo
Sign up for a demo to learn more about LoanBook!
