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Tools for Successful Mortgage Originators

As a mortgage professional, join LoanToolbox and you will find everything you need to take your business to the next level. No matter how many deals you closed last week. No matter how many years you’ve been in the mortgage business. No matter what level you find yourself on the Pyramid of a Complete Loan Officer—everything you need is in LoanToolbox.

Read below to determine which product best suits your business needs:

LoanToolbox Membership

With an annual membership to LoanToolbox, you get the resources you need to build and maintain a 100% referral-based loan origination business—all for less than the amount you’ll make after you close your first or second additional loan.

  • Hundreds of ready-to-use marketing tools
  • Easy-to-implement strategies from top loan producers
  • Tips for building your database and referrals
And LoanToolbox is always there for you, available online 24/7. Click here to learn more.

LoanToolbox Platinum Plus

With LoanToolbox Platinum Plus, you get all of the benefits of LoanToolbox Platinum in addition to exclusive tools and products designed to maximize your ability to market your client database.
  • Upload your database and we'll send out campaigns on your behalf
  • You Magazine, a customized monthly email publication we send to your database
  • Timely industry alerts that we auto-email to your client database
  • Track the results of your campaigns with monthly online reports
Simply put, you give us your database and we’ll do the rest. To learn more about Platinum Plus, click here.

Platinum Partners

With Platinum Partners, you will send co-branded marketing campaigns with the name and logo of you and your referral partner. You will then setup automated marketing campaigns to your partner’s clients—campaigns that will increase your name visibility and brand both you and your partner as expert information sources.

You and your referral partner can co-brand the following and more:
  • You Magazine, a monthly multimedia email publication
  • Marketing collateral such as market alerts, holiday postcards, and success stories
  • Consumer booklets on relevant topics such as Credit Scoring, First Time Home Buyers, For Sale by Owner and more.
  • Timely email alerts, such as mortgage rate changes
To learn more about Platinum Partners, click here.

Enterprise Edition

With the Enterprise Edition, your team will have full access to LoanToolbox’s proven marketing tools and solutions that will empower them to thrive in an ever-changing market. With the Enterprise Edition, you get:
  • Personalized collateral to create a sense of comfort and confidence in the minds of your customers
  • Training modules and ongoing informational conference calls to help you retain top team members.
  • Customized newsletters, CD labels, fully-automated marketing campaigns and more.
To take your business to the next level, call us today at 800-963-1900 or click here to learn more.

Group rates exclusive to 20 or more users.
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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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