Ramp up fast—Let’sPlan founder Steve Dellario can show your loan officers and their teams how to achieve dramatically better results by using LP Loan Planner™.

Loan officers who take full advantage of LP Loan Planner™ have the potential to more than double their income (and yours). To help them meet or exceed that goal, invite Let’sPlan founder Steve Dellario to give you and then your team a hands-on demonstration of LP Loan Planner™. Steve is a skilled presenter and coach, who built LP Loan Planner™ to support his own business as a loan officer. With it, his team consistently converts over 80% of prospects. Yours can too.

Steve Dellario
Founder of Let’sPlan

Why Let’sPlan?

LP Loan Planner™ is a secure online software tool used by loan officers to help their prospects determine their best loan options quickly and clearly. Loan officers use LP Loan Planner™ to walk prospects through loan variables and calculations transparently and efficiently. In about 30 minutes, applicants will be ready to apply for the right loan for the right reasons, and ready to trust your loan officers to manage the process for them. In real-world applications, over 80% typically say yes.

Let’sPlan meets everyone’s needs during the mortgage loan application process.

Let’sPlan’s secure online software tools streamline workflow for mortgage loan officers and help homebuyers settle on their best loan options quickly and confidently. With LP Loan Planner™, loan officers can easily walk their customers through loan variables, fees, and costs in a transparent and positive way. Loan officers earn the trust of loan applicants, and the applicants acquire the right loans for the right reasons.

Complete a loan application in 30 minutes or less

A positive, efficient experience with great results.

By using LP Loan Planner™ to lead prospects through an efficient and positive process, loan officers enjoy a much more productive and satisfying daily workflow. By the end of each short call, your loan officers can present a polished report and make a strong case to file the loan application. LP Loan Planner™ makes possible a remarkably high capture ratio—more than 80% in 30-minute calls. Helping more people apply for the right mortgage loans that meet their unique needs not only feels great to your team and your new customers, it also increases your revenue substantially.

Increase your productivity with our Let’sPlan products:

LP Loan Planner™

LP Loan Calculator™

Coming soon: LP File Flow™

What makes Let’sPlan different?

LP Loan Planner™ helps your loan officers ask the right questions and does the math for them in real-time. They can use it as they talk to their prospects and have a report ready before the call ends. When prospects see an application-ready report emerge, they are much more likely to let your loan officers file their applications for them. Because LP Loan Planner™ is web-based, your loan officers can use it anywhere there is internet access.

Real-time collaboration between loan officers and prospects builds maximum trust.

The Let’s Plan Product Suite

LP Loan Planner™ is a secure calculation and presentation tool that delivers immediate results. Loan officers can choose to screen share with prospects while filling in financial information, and the prospects will see their loan options emerge in real-time. Prospects are more likely to commit to completing the application if they can see it coming into focus during the call. Loan officers access the screen share option by using an exclusive virtual Meeting Room, which they can name.

Let’sPlan makes team collaboration easy.

Setting up sharing between team members in LP Loan Planner™ is easy. Loan officers can add assistants and other team members at any time for a fraction of the cost of their own subscriptions, smoothing workflow for all.

LP Loan Planner™ Team Meeting Library