Sales Tools

With Sales Tools that help you to create leads and convert them into life-long customers LoanKit can help you grow your business.

Pick the marketing activities that suit you
LoanKit offers Bronze, Silver, Gold and Platinum marketing programs to suit a range of brokers including:

• Tools for targeted communication with prospects
• Personalise templated ads and brochures
• Marketing workshops to help you market yourself
• Access reports detailing how your competitors are marketing themselves
• Customer seminar tools and materials
• Create a lead generating website

Plus options for purchasing leads in a cost-effective and no risk manner.

Convert more leads with easy to use tools
With industry-leading software LoanKit brokers can easily provide the analysis and proposals to convert a lead into a customer.

• Calculation of maximum borrowings, with product, purpose and assessment rate parameters taken into account
• Emailing and SMS messaging from the software
• Once only data entry of customer details. Single click access to most screens for quick entry
• File note recording, reminder bookings, to do lists and meeting schedules all in one easy-to-use system
• Record loan details for automatic commission lodgment and as a trigger for the Customer Relationship Management functions
• Groups can track deals of individual broker or branches or entire group
• Affiliates can be established and have them feed referrals directly into the system and track progress of their referrals

• Make the most of media and more: PR workshops with our in-house industry leading specialist
• Tools and techniques proven to strengthen your profile, at your fingertips
• Editorial material easily personalised for you to send to local media
• Direct access to our in-house PR professionals