LoanBuddy for Advisors Now Available to Enterprises With Flexible, On-Demand Subscription Pricing

Oct 7, 2019 8:02:46 PM

LoanBuddy was originally developed in 2018 as a tool for independent, fee-only financial planners. Now, with LoanBuddy Enterprise tools, we are proud to grow our capabilities with an improved methodology for organizations to implement our best-of-breed technology into advisor practices with a single initiative.

With this new Enterprise subscription option, organizations with ten or more financial advisors can utilize LoanBuddy’s solutions to better support their clients who struggle with student loan debt. 

LoanBuddy Advisor Dashboard


LoanBuddy Enterprise has flexible on-demand pricing that works on a pay-as-you-go system when an advisor logs in on a monthly basis. The pricing scales down from the $60 per month pricing — designed for independent advisors — to $30 per user per month, so your organization can optimize its costs while enabling all your advisors to access LoanBuddy’s unique student loan technology.

 

For example, if you onboard an office of 20 advisors, and only 5 advisors accessed LoanBuddy that month, the billing would reflect $150 for that month. 

 

This flexibility in subscription payment has been vetted, and empowers organizations to prevent recurring charges that plague your bottom line. At LoanBuddy, we aim to be an economical vendor that adds tremendous value to your organization.

In addition to flexible pricing, LoanBuddy also integrated new, centralized billing capabilities into the Enterprise platform, so one credit card can control all of your organization’s accounts. 

So, even if you organization has several hundred advisors or even several thousand advisors, the LoanBuddy onboarding methodology accommodates it.

Education_Shaprt_Screenshot_WhiteBG-01

When your new hires join your company and familiarize themselves with the technology platforms available to them, they can easily ramp up their knowledge of student loans with LoanBuddy’s informative educational courses designed for financial advisors. And, for your existing producers that have the Certified Financial Planners (CFP) designation, the courses are counted as one credit hour per video for continuing education with the CFP Board.

These educational courses include free five-minute videos that summarize key student loan information, and comprehensive courses for purchase that delve deeper into managing student loan debt. 

If your organization has newly hired advisors who are interested in working with their peers who have student debt, LoanBuddy can also help create more initial client conversations. For those organizations that opt-in, a LoanBuddy profile directed at student loan borrowers is available to generate leads from the LoanBuddy website.

With LoanBuddy’s innovative design and powerful software enterprises can adopt scalable technology that helps their advisors save time, grow their business, and expand their client pool.

To test out LoanBuddy’s cutting edge software and ensure LoanBuddy is the best tool for your business, start your free trial below.

 

cta@2x

 

LoanBuddy was originally developed in 2018 as a tool for independent, fee-only financial planners. Now, with LoanBuddy Enterprise tools, we are proud to grow our capabilities with an improved methodology for organizations to implement our best-of-breed technology into advisor practices with a single initiative.