Why Let’sPlan?
LP Loan Planner™ is a secure online software tool you use to help your prospects determine their best loan options in a quick, simplified way. With LP Loan Planner™, you can walk your customers through the mortgage loan variables and calculations quickly and easily, with the option to screen share if you like. By helping mortgage borrowers acquire the right loans for the right reasons, in about 30 minutes you can convert your prospects into loyal clients who trust you as their mortgage loan advisor.
A positive, efficient experience with great results.
With LP Loan Planner™, you lead prospects through an efficient and positive process, making your daily workflow much more productive and enjoyable. By the end of a short call, you can offer a polished presentation of loan options and a strong case that your client should file a loan application through you. Your LP Loan Planner™ presentation makes it possible for a very high conversion rate—80% conversion in 30-minute calls—quickly boosting your income potential. Helping more people determine the right mortgages for the right reasons feels great for both you and your customers while increasing your revenue and capture ratio substantially.
What makes Let’sPlan different?
LP Loan Planner™ helps you ask the right questions and does the math for you in a streamlined format. You can use it as you talk to your customers and have a report ready for them at the end of the call. When your customer sees a report emerge from their conversation with you that’s ready to support a loan application, they are much more likely to let you file their application for them. Because LP Loan Planner™ is web-based, you can use it from anywhere with internet access, including your home office or any other location with web access.
Collaborate with your prospects in real time to build maximum trust.
LP Loan Planner™ is a secure presentation and calculation tool that delivers immediate results. If you choose to screen share while you fill out their loan information, your prospects will see their loan options emerge in real-time with quick visual results. They will be more likely to accept you as a trusted advisor and will be more likely to commit to completing the entire loan application through you. When you’re ready to access this screen share feature, you’ll use your exclusive virtual Meeting Room to host the discussion. You can also lock in the best available name for your room right now while you complete your subscription process.
Let’sPlan makes team collaboration easy.
Setting up sharing between team members is easy and helps streamline your company workflow. Best of all, you can add team members for less than half the individual subscription price. Using LP Loan Planner™ with your team will increase everyone’s work productivity and improve your bottom line. Subscribe as an individual now, and bring the team in when you’re ready.
