Broker Tools
Most brokers are busy dealing with new customers. Those who have loans settled get scant attention. However every broker knows that existing customers are the best source of leads. If one can continue to service these customers not only will you increase customer satisfaction, but referrals increase dramatically.
In recognition of the importance of servicing existing clients, Loankit has created tools to automatically keep in contact with your customers and referrers. There is no need for you to employ an expensive personal assistant to do so!
Manage your loan book automatically
Loankit has an automated contact system that can be personalised to include your letter templates. Email letters are always sent from you, not from Loankit, with your logo and contact details.
You will receive a copy of the email letters so that you can see what your customers have received. Some of the automated contacts include:
- Loan settlement and anniversary letters
- End of fixed rate/interest only periods
- Rate change notifications
Keep in touch with your business during the month with the Activity Reports.
Notification of which customers can benefit from current specials
Loankit will also prompt you with a list of your customers who might be able to take advantage of special offers from their current lender. This is a great way of providing an unexpected value to your customers.
Missed commission notification
Loankit provides automatic commission monitoring so that you can be alerted to any anomalies and investigate whether a balance has been paid out.
Schedule reminders via SMS
ToDo activities can be scheduled ahead of time. Loankit will send you an automatic reminder of the ToDo activity via email or in the case of a high priority event via SMS.
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