LoanBook for Mortgage Professionals
As a mortgage professional, serving your clients has only become more difficult. In today's challenging environment, keeping up with market rates, lender program requirements and the changing credit-worthiness of borrowers makes it nearly impossible to serve clients consistently and thoroughly.
How can a mortgage professional keep up? Without LoanBook, you can't.
Why Choose LoanBook?
LoanBook is a powerful, web-based solution and service that supports mortgage professionals in servicing the needs of existing and new clients. LoanBook is focused on helping loan officers bring value to their clients and become their preferred resource for mortgage lending and credit improvement services, as well as on developing homeowners' confidence in their mortgage financing.
With LoanBook, you'll be able to:
- Monitor all leads and past clients
- Leverage LoanBook's email automation and web status updates
- Receive real-time market rates and lender pricing
- Manage your business with real-time reporting and loan officer management
- Leverage data pulled from extensive sales, savings and opportunity reporting
Workflow That Works For YOU
LoanBook works with industry-preferred Loan Origination Solutions to make incorporating LoanBook into your daily activities a seamless process. Whether you are using Calyx Point, Ellie Mae, or another popular program, LoanBook is not designed to replace your existing CRM. Rather, it is designed to work alongside your existing CRM to make managing loans and clients easier.
Starting with an intuitive dashboard, LoanBook allows you to effortlessly track and monitor opportunities for your past clients, existing leads, and prospects, and quickly qualify them for loans they can afford. With built-in custom alerting, you and your client will always be notified and kept up to date when they're eligible for the rate, monthly loan amount or monthly savings notification triggers that you've helped them to define using LoanBook.
Sign up for a Demo
The value is simple: Track, monitor and be notified when your borrowers are eligible for a loan. It's that easy! See the value for yourself by scheduling a LoanBook demo.
