Client Student Debt Lifecycle Management

Your client range is diverse and at various stages of life and it's important to have a comprehensive understanding of your client’s student loans.

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    Income-Based Repayment Programs

    Analyze your client data that auto imports into our Federal Repayment Calculator, with the family planning and future income projections that generate powerful graphs & tables.

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    Public Service Loan Forgiveness

    Confirm the number of certified payments simply with LoanBuddy as clients have not had the tools to track their payments that have been certified.

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    White Labeled Reports

    Client ready downloadable PDFs available to print and customized easily within in your profile settings to your firm's own logo and branding.

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    Streamlined Onboarding with Client NSLDS Files

    One click processing of client loan information, once downloaded from the NSLDS site, importing all data from the files via sortable fields.

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    Free 5 Minute Educational Videos

    Educational videos efficiently summarizing the knowledge you need to help your clients with their student debt in a few minutes.

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    Hour Long Student Loan Planning Courses

    5 total hours of Continuing Education granted by the CFP Board. There are five 50 minute videos available to purchase for $399 or individually for $99.

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    Lead Generation

    Exclusive leads are routing to your prospects tab, these free leads are based on your geographic region and niches, helping grow your firms.

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    Refinance Client Loans

    Our partner Credible offers competitive rates from their vetted marketplace of lenders for your clients with private loans or is seeking to refinance.

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    Centralized Client Information and Analytics

    Keep all of your client's debt files stored securely with an unlimited amount of clients and insights into your client data with averages and percentages of loan types.

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    Private Loan Payoff Calculator

    Help clients understand their private loans and showcase savings with the accelerated pay downs with the optional extra payment field.

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    Pro Forma Tax Calculations

    Showcase what happens at the end of their student loan, it's actually a tax bomb, preparing clients for the tax associated with their student loan forgiveness.

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    Join the Community

    A growing number of collaborative advisors are supporting each other within the LoanBuddy private facebook group and communicating on best practices.

LoanBuddy technology empowers financial advisors with tools and education to better serve their clients with student loans.

Our Pricing

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Monthly

$60 / mo.

For independent financial advisors.

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Yearly

$600 / year

Save $120 a year from the monthly plan.

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Enterprise

$30 user / mo.

For organizations with ten or more advisors.

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Each subscription comes with a 30 day trial