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Platinum Plus Membership

You get the customers.
We’ll do the rest.


Take a look at the Pyramid of a Complete Loan Officer. Do you find yourself focusing on the Marketing level? If you do, you are definitely going to want to experience the benefits of LoanToolbox’s Platinum Plus membership.

With Platinum Plus, you get all of the features and benefits of standard membership plus an entire extra level of business personalization. And we’re talking about a lot more than simply sticking your photo on a business card.

Professionally-designed letterhead. Automated direct mail campaigns. Marketing templates branded with your photo, color scheme, and company logo.

Resources that would have cost you thousands of dollars to develop and implement on your own—not to mention your time investment—are now available for a tenth of the cost and a fraction of the time.

The best part is that with Platinum Plus, you simply upload your contacts into our database from any computer, day or night, and we’ll take care of the rest.

P2 Commerical

Features & Benefits of Platinum Plus Membership

Personalized Templates
  You probably aren’t a design or marketing expert. And that’s okay—because we are. Dig into over 500 marketing templates and personalize them with your name, photo and logo. Create your own personal brand that will resonate with both leads and clients. Cultivate your brand and use it to establish trust and confidence among your customers. Once you accomplish this you will be well on your way to mastering the Marketing level of the Pyramid.
Automated Marketing Campaigns
  With Platinum Plus membership, you will receive our Business Booster and Mortgage Rate Update programs—just a few of our automated marketing campaigns—all personalized and delivered straight to your inbox. And once you setup your client database, our automated campaign editor will send out materials for you. You save time and get valuable face-time with your clients.
Online Rolodex
  Keep your online database updated with your clients’ latest contact info. We’ll send out automated marketing campaigns on your behalf (all of which you can edit and monitor online, of course). So let us do the busy work while you enjoy your day of fun in the sun. (Just promise to send a postcard.)
You Magazine
  Ever wish you had the time to create a monthly newsletter to email your clients? Don’t bother—we already did it for you. You Magazine is a professionally-written newsletter packed with timely and informative articles that we’ll send to your client base. The best part: most clients find You Magazine so informative that they’ll forward it on to their friends and colleagues—and you grow your database without doing a thing!
Special Alerts
  So the Fed just raised rates. Wouldn’t it be great to keep your client database up-to-date with this sort of important market news? With Platinum Plus you will. That’s because we—or make that you—send out timely market alerts to your entire database. Your clients will now have their fingers on the pulse of the industry—with only you to thank.
Monthly Online Reports
  Your marketing might look great and make your clients say “Wow!”. But if you aren’t looking at the results, how are you ever going to get better? With Platinum Plus that’s not a problem, because you’ll have online access to all of your ongoing—and already finished—marketing campaigns. See what worked (and what didn’t) then run an automated campaign to replicate your best results. See, isn’t marketing easy?
Platinum Plus includes everything you get with standard Membership:

Features & Benefits of Membership

Turn-key Marketing Campaigns
  Enhance your marketing with over 800 downloads including emails, flyers, audio files, ready-to-burn CDs, postcards, informational handbooks, and more.
Develop Referral Relationships
  Build a 100% referral-based business with LoanToolbox. Pursue, solidify, and maintain referral relationships with comprehensive tutorials and proven-to-work campaigns. Target CPAs, Real Estate Agents, Bankers, and more.
Learning Center
  The heart of LoanToolbox membership. Gain knowledge and confidence in your skills with practical information, tips, and techniques from the nation’s top originators – originators who have already reached your goal at the top of the Pyramid. Hands-on training sessions will give you the real-world experience you need to succeed.
LoanToolbox Community
  When you join, you will become one of our most valuable resources – a member of the LoanToolbox Community. Participate in our highly active online message boards and learn from your peers. Share your experiences (it works both ways!) with a peer in Alaska who will lend tricks of the trade he learned from a loan officer in Miami.
Talk to the Experts
  Imagine starting a software company and having monthly access to the mind of Bill Gates. In the world of mortgage professionals, that’s what its like to Talk to the Experts. Pick the brains of cream-of-the-crop mortgage professionals like Greg Frost and David Kuiper in our monthly conference calls. Send in questions, engage in dialogue and learn from others in these highly-productive calls.
“Tips from The Toolbox”
  Stay tuned to the latest mortgage news with weekly tips sent directly to your email and voicemail. We know it’s not easy to read dozens of newsletters and magazines to hone your trade – that’s why we do it for you and cherry pick the hottest tips for you.
Conference Call Series
  Top loan originators share their secrets of success in an ongoing series of conference calls. Use the knowledge gained from these calls to stay on top of the latest trends and successfully navigate your way through a constantly changing landscape.
Raise your business to level it deserves with LoanToolbox’s Platinum Plus membership.
Take a Trial Join Today Call 800-963-1900
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Success Story

"I just signed up for Platinum Plus last week. My first message to my entire database went out the other day and I already have had an inquiry for a $1 million re-fi, a potential referral to a Real Estate Agent, and another inquiry from a client that wants to get out of their ARM into a Fixed. Not a bad return after only 2 days of use."
Jeff Wilensky

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