What Can LoanLinx Do for You?
As you can see from the various user comments, everyone seems to value different aspects of LoanLinx. But a common theme sees to be: "More sales, more profit, less stress." Here's an overview of the main features:
CRM
The heart of LoanLinx is a powerful CRM system designed just for the lending industry. Capture every enquiry, every detail of your client's needs, and every loan they have with you.
Use that data to build a tight relationship with them - mail-merge them letters, send them birthday cards, record every contact in the diary, and automatically set tasks for future contact.
The easy-to-use FileStore document-management feature even allows you to go "paperless" and yet instantly retrieve the client's documents when needed.
Best of all, LoanLinx stays on your own computer, not on a third party's. Read more...
Referrers
Very few CRM systems give you a dedicated area for Referrers - but LoanLinx does! Used properly the Referrers module can build you a steady flow of leads.
You can store an unlimited number of Accountants, Financial Planners, Real Estate agents - in fact, there is no limit to the types of people you can store. Then add them to a special mailing list to help you stay "top of mind".
Task Management
Take the stress out of having to remember what to do next with those files... or prospects ... or referrers. You can put things on auto-pilot and let LoanLinx do the remembering!
You can easily set tasks to remind you which prospects to follow-up and when, which loans on your pipeline need action today (no more fumbling through manila folders!) and which Clients with settled loans might need a call.
Set the tasks, assign them to the right Team Member - and relax!
Commission Control
LoanLinx hates you getting under-paid! It will watch out for every single cent of commission you are due - for the life of the loan!
Under-payment of commission is far more common than many realise. It can amount to several thousand dollars over a year. LoanLinx will earn it's keep by finding it for you!
LoanLinx Executive and LoanLinx Professional will even import the commission spreadsheets from all major lenders and aggregators in Australia. What for most people was previously "too hard" (particularly for trails) is now "too easy".