Client Student Debt Lifecycle Management

You work with clients from diverse backgrounds and at various stages of life. It’s important to have a comprehensive understanding of each individual client’s student loan debt. LoanBuddy can help.

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    Income-Based Repayment Programs

    Client data automatically imports into our Federal Repayment Calculator, making it easy for you to analyze the situation at a glance and generate powerful graphs and tables using our family planning and future income projection tools.

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    Public Service Loan Forgiveness

    Easily confirm the number of certified payments with LoanBuddy. Up until now, clients have not had the tools to track their payments and count down to their loan forgiveness.

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    White Labeled Reports

    Client-ready downloadable PDFs are available to print and customize to include your firm’s own logo and branding within your profile settings.

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    Streamlined Onboarding with Client NSLDS Files

    One-click processing of client loan information from the National Student Loan Data System. All imported data is automatically channeled to sortable fields.

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    Free 5-Minute Educational Videos

    View educational videos that efficiently summarize the knowledge you need to help your clients with their student loan debt.

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    Access to Student Loan Planning Courses

    Almost five hours of continuing education granted by the CFP Board. We have five 50-minute videos available to purchase for $399 or individually for $99.

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    Lead Generation

    Exclusive leads are routed to your prospects tab. These free leads are based on your geographic region and niches, helping you to grow your firm.

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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 who are seeking to refinance.

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    Centralized Client Information and Analytics

    Keep all of your individual debt files stored securely for an unlimited number of clients and gain 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 options with accelerated pay downs by utilizing the optional extra-payment field.

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    Pro Forma Tax Calculations

    Showcase what happens at the end of their student loans (it’s actually a tax bomb), by preparing clients for the tax implications associated with their student loan forgiveness.

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    Join the Community

    A growing number of advisors are supporting each other within the LoanBuddy private Facebook group and communicating on best practices and we’d love to have you join in the conversation.

LoanBuddy technology empowers financial advisors with tools and education to better serve their clients who have student loan debt.

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