Collegiate Funding Solutions now integrated with LoanBuddy

Dec 13, 2019 7:35:47 PM

LoanBuddy the market leading software for advisors who are assisting their clients with student loan debt repayment planning has released a new single-sign-on (SSO) integration with Collegiate Funding Solutions (CFS), a premier provider of college-planning solutions for financial advisors.

With CFS, you can help clients who will be sending their child to college save ON and not just for college costs and LoanBuddy empowers financial advisors with tools and education to better serve their clients with student loans. Together, CFS and LoanBuddy equip financial advisors with the simple-to-use capability needed to help families send their children to college without going broke in the process AND to ensure that any student loan debt incurred is managed in the most beneficial way to save ON the cost of loan repayment.    

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Capitalize on the unique value and features of both for the benefit of your clients and your business!

Armed with CFS and LoanBuddy financial advisors will be equipped to address the primary financial concerns of Gen Xers (paying for college) and Millenials (paying back student loan debt).

 

LoanBuddy Advisor Dashboard

 

This CFS single-sign-on joins the recently announced MoneyGuidePro SSO, for more details find in the Envestnet Moneyguide partners page and coincides with several recent enhancements from LoanBuddy, including enhanced advisor and client dashboards with more powerful analytics, data, and tools for advisors who are assisting their clients with student debt repayment planning. LoanBuddy’s cutting-edge technology automatically calculates options for federal income-based repayment programs and tracks Public Service Loan Forgiveness for borrowers that qualify. So, fee-only financial planners will save time generating graphs and reports that they can use to guide clients through the lifecycle of their student loans. 

LoanBuddy has a "Member Community" of advisors that now track over $200 million of client student debt. LoanBuddy’s mission to empower its “Member Community” with practical solutions that help borrowers improve their financial wellness and optimize their student debt opens the door for advisors to better serve their clients. For advisors looking to grow their business, LoanBuddy’s Lead Generation feature routes exclusive leads, turning the initial client conversation into one that includes student debt. Authorizing the CFS and LoanBuddy SSO integration ensures that this user data remains secure in the cloud.

Now, CFS users who already utilize LoanBuddy will have a centralized login for immediate access to both technologies. For CFS users who have not yet created a LoanBuddy account, start with a free month trial below as the new SSO integration is easy to use. 

 

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LoanBuddy the market leading software for advisors who are assisting their clients with student loan debt repayment planning has released a new single-sign-on (SSO) integration with Collegiate Funding Solutions (CFS), a premier provider of college-planning solutions for financial advisors.