How To Grow Your Business with LoanBuddy's New Find An Advisor Feature

Aug 27, 2019 1:28:02 PM

To directly help the 43 million Americans who are currently dealing with student loan debt, LoanBuddy has launched new Student Loan Assistance tools; simple and easy-to-use technology that helps college graduates understand their options for student loan debt. With the launch of the new borrower-focused platform, LoanBuddy is now helping financial advisors get introduced to these individuals with a clear avenue to connect with them.

LoanBuddy launched its new capabilities in an effort to help more student loan borrowers. Now, anyone with a student loan debt can utilize LoanBuddy to discover the lowest federal income-based repayment plan, connect with rates for refinancing with credible, (which helps borrowers get rate quotes without impacting their credit score) and prepare required documents for PSLF to track their student loans annually.

Borrowers who take advantage of LoanBuddy’s “Find an Advisor” feature are able to connect with a financial advisor who caters to their specific occupation as well as search for a financial advisor in their area. This enhancement provides a financial advisors Lead Generation tool to start more conversations with potential clients.

Once a borrower has found an advisor and uploaded their NSLDS data to an advisor, the financial advisor can use the provided lead contact information to start an initial conversation with the potential client about their student loans. These free financial advisor client leads can be viewed on the “Prospect Clients List” under the “Clients List” tab on the dashboard.

LoanBuddy’s lead generation provides another marketing avenue for your financial advisor business by delivering more student loan targeted leads. Lead generation is easily accessible for all LoanBuddy members; simply complete their information in the profile tab that includes their picture, website/social media and desired content for quick bullet point facts, then enabling profile visibility toggle. Enabling profile visibility also mirrors their data on the LoanBuddy for advisors Member Pages. 

LoanBuddy Co-Founder Ryan Inman was one of the first financial advisors to take advantage of utilizing this lead generation feature. Ryan works exclusively with physicians, as seen in his Member Page.

LoanBuddy users will be able to take full advantage of LoanBuddy’s rapidly increasing user base who are recent college graduates on the LoanBuddy website using the student loan assistance tools on the new home page. 

Get more targeted student loan leads for your business and connect with potential clients with LoanBuddy. LoanBuddy's lead generation software feature is included for free in all pricing tiers for financial advisors. 

 

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To directly help the 43 million Americans who are currently dealing with student loan debt, LoanBuddy has launched new Student Loan Assistance tools; simple and easy-to-use technology that helps college graduates understand their options for student loan debt. With the launch of the new borrower-focused platform, LoanBuddy is now helping financial advisors get introduced to these individuals with a clear avenue to connect with them.