LoanBuddy Debuts Powerful New Dashboard for Financial Advisors Managing Client Student Debt

Sep 3, 2019 9:25:39 PM

LoanBuddy — the leading solution for financial advisors working with client student debt — has released its newest upgrade, transforming the entire platform. Over the past year, LoanBuddy Members utilizing the Dashboard got the job done, but the Dashboard was a little basic. Now, the LoanBuddy Dashboard has been overhauled to become more user-centered. After careful consideration of feedback, LoanBuddy has brought its software to a new level of simplicity and efficiency while continuing to build towards the future.

With enhanced technology and brand-new design, these robust and dynamic Advisor and Client Dashboards will enhance your LoanBuddy experience at the macro- and micro-levels. 

 

Overview

A complete visual redesign with new fonts and different colors are only a few facets of the modernized LoanBuddy Dashboard. Mainly, the Dashboard upgrade improves ease of access to view and manage client data.

The LoanBuddy software redesign significantly develops two crucial components: the Advisor Dashboard and the Client Dashboard. The Advisor Dashboard boosts the visibility of general student loan management data and analytics. The Client Dashboard allows you to easily view detailed data and analytics for individual clients.

Additionally, the Dashboard improves design UI/UX user flows, simpler navigation, and valuable cutting-edge tools.

 

The Advisor Dashboard

After logging into the LoanBuddy website, you will be taken to your Dashboard:

LoanBuddy Advisor Dashboard

Immediately, you can quickly view:

  • Your number of clients
  • The current amount of debt that your clients have
  • A breakdown of the different types of debt your clients have
  • An activity log
  • Your client list
  • A new status bar with helpful notifications

 

You can also easily navigate tabs and tools in a centralized left sidebar navigation that includes:

  • Your client list
  • Your list of prospective clients with an enabled “Find An Advisor” feature
  • Add a new client
  • Rate Check
  • Credible integration for more efficient client refinancing
  • Student loan data download instructions
  • LoanBuddy’s free videos and educational courses

 

If you are just starting to use LoanBuddy, you can also take advantage of the new onboarding tutorial, which helps advisors gain a better understanding of LoanBuddy with a quick demo. 

On top of all of these features, you can now oversee your LoanBuddy membership within the  enhanced profile and billing tabs.

 

The Client Dashboard

Once you have reviewed your data on the Advisor Dashboard, you can manage individual clients using the Client Dashboard. Simply click the “Clients List” tab on the left sidebar, then click the name of the specific client to analyze that client’s Dashboard.

LoanBuddy Client Dashboard

At the top of the Dashboard, you can easily view the client:

  • Repayment plan type
  • Loan start date
  • Number of federal loans
  • Loan balance
  • Weighted average rate
  • Total monthly payment

 

Below this information, you can view four newly compressed graphs depicting:

  • Balance by type
  • Balance by interest rate
  • Principal vs. interest
  • Individual loans overview

 

These actionable graphs populate more information as you hover over specific data points.

Underneath these graphs, you can view your clients private debt, interest rate, and amount with extra payout via manually added loan data. 

 

Updated Education Videos

LoanBuddy has improved the quality of the education tab with improved navigation, reduced buffering, and a simplified playback within the video player. 

LoanBuddy_Education_Tab

In addition to all of these innovative updates, the video tab has:

  • Informative data on the number of videos watched
  • Notation of quiz scores
  • Downloadable supplemental information
  • Discounted pricing for purchasing all 5 educational courses

 

So, if you are looking to learn more about student debt and loan management, you can access free five-minute videos that are executive summaries of the most important student loan information. Or, for a more in-depth understanding, you can purchase the longer courses that delve deeper into how to best advise a client who struggles with their student loans.

LoanBuddy’s education videos are counted as one credit hour per video for continuing education with the Certified Financial Planners (CFP) Board.

 

Summary

LoanBuddy is about to celebrate its first full year out of beta. During this time, LoanBuddy saw immense growth and is now taking its software to the next level with this new Dashboard.

“We focused on creating an updated application that is centered around the users’ needs. We read and listened to all of the emails our users sent to us and carefully considered how we implemented the suggestions.” said Mark Veksler, Jr. Product Designer, LoanBuddy.

Test out LoanBuddy’s powerful new dashboard and start your free trial today.

 

cta@2x

 

LoanBuddy — the leading solution for financial advisors working with client student debt — has released its newest upgrade, transforming the entire platform. Over the past year, LoanBuddy Members utilizing the Dashboard got the job done, but the Dashboard was a little basic. Now, the LoanBuddy Dashboard has been overhauled to become more user-centered. After careful consideration of feedback, LoanBuddy has brought its software to a new level of simplicity and efficiency while continuing to build towards the future.