Set yourself up for success with Local Loans.
This will show you how to set up your profile, add contact info, and set your location for your borrowers to see...after all, if you aren't in the public eye who's going to see you?
If you have any changes you want to make, or just view your most up to date profile, you will be able to do so in this section. Most lenders have achievements, awards, or contributions they have made in the past few months. This will section will help you to put those items in. The more active you're with your profile and information, the more borrowers and partners will appreciate your focus to detail.
Learn how to use the Invite Code function of the app. This is key to maximizing the apps potential by helping you lock in the borrower or realtor by sending them your personalized invite code. After watching this tutorial, you now have the opportunity to find that next referral.
Learn pro tips & tricks on how to maximize your potential
This video helps you access and use the Insights tool that links you to Blogs from industry leaders so that you are the go to guru for not only engaging your clients but helping you build your business with tools and tips from the AllStars. Afterall, everyone loves a know-it-all!
Learn how to access and use the Market Trends feature of the app. By the end of the video you will find that you have the market in the palm of your hand. You can update your clients, give advice, and use the visual tool to help your borrowers make smart financial decisions. The dreaded question, to lock or float?, is now a little easier to answer.
You can run through your subscription options, what are the privacy policies and FAQ, and logging out of your profile. Please take the time to look through this video to get educated on how to navigate through your settings.
This will help you see what your borrowers estimated monthly payment, interest, and taxes will be. With this type of valuable information, your client will be so happy to know that you have all the answers to these important questions clients have daily.
This will allow you to answer many of the questions and scenarios on the go. With the search function, bookmarks, and saving your own documents you will never be stumped again. Hows that for quick service?
With having access to all the loan to value tables for Conventional and Government loans you can inform anyone how much they need to put down to get their loan. You can also upload your own LTV tables for the programs that you dominate in the market.
This is a very important tool for all loan officers, because of the constant leads that a lender has to juggle while trying to get a loan process started. The pipeline feature helps to manage your leads, organize your most recent activity, and who you need to reach out to for a pivotal point in a loan process. This is just the beginning of what Local Loans has in store. We are working on improving this feature constantly, as we know how important the Pipeline is for loan officers.