LoanBuddy posted in Blog @ March 26, 2020

LoanBuddy Integrates with Redtail

LoanBuddy for Advisors expands its growing number of integrated partners with Redtail — a cloud-based CRM that helps financial advisors strengthen client relationships and improve workflow efficiency by creating consistent, accurate data across platforms.

LoanBuddy, the market-leading software for advisors who assist clients with student loan debt repayment planning — accounts for more than $380 million of student debt within the LoanBuddy platform and is accelerating daily. 

Now, LoanBuddy for Advisors supports the routing of identical client information between Redtail CRM and the LoanBuddy for Advisors platform. Advisors facing applications have redundancies and data entry can be daunting to leverage the best of breed technologies an advisor uses on a daily basis. Now, LoanBuddy for Advisors integrates with Redtail to improve the usability for users who utilize both platforms. 

Financial advisors can use LoanBuddy and Redtail to effortlessly:

  • Create Client Data in LoanBuddy from Redtail CRM Data
  • Route & Map Client Information into LoanBuddy
  • New LoanBuddy Prospects Sync Back into Redtail
LoanBuddy Integrates with Plaid

“We are proud to deliver the Redtail integration for the advisors using LoanBuddy. This integration transforms the client onboarding process to reduce duplication of effort among the technologies that advisors routinely rely on,” said Alex Bottom, Co-Founder of LoanBuddy. “When designing our solutions and integrations, we strive to increase efficiency for an advisor so they can spend more time strategically helping their clients as well as harness the power of the combined platforms, ultimately making their businesses more productive,” continued Bottom. 

About Redtail

In 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry’s most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona, and Georgia. For more information, visit www.redtailtechnology.com.

About LoanBuddy

LoanBuddy for Advisors offers software tools to financial advisors who are assisting their clients with student debt repayment planning. LoanBuddy for Advisors technology automatically calculates options for federal income-based repayment programs and tracks Public Service Loan Forgiveness for borrowers that qualify. Financial planners will save time generating graphs and reports they can use to guide clients through the lifecycle of their loans. LoanBuddy has a “Member Community” of advisors that is growing rapidly. Our mission is to empower advisors with solutions to help borrowers improve their financial wellness and optimize their student debt.

LoanBuddy for Advisors expands its growing number of integrated partners with Redtail — a cloud-based CRM that helps financial advisors strengthen client relationships and improve workflow efficiency by creating consistent, accurate data across platforms.

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