Loan Referral Links

Loan Referral Links are custom hyperlinks that are automatically created when you set up a free user account for your business and real estate associates. They make it easy to refer clients to you who may want to ask a question, request pre-qualification, or apply for a loan.

When you create a free user account for a business or real estate associate, an email invitation is sent to that associate that includes their own unique Loan Referral Links. The associate must accept the invitation to become a free user. The hyperlinks that are sent in this invitation message open your Loan Concierge Page, Question Form, Pre-Qualification Request Form, and Loan Application when used. They are unique to each associate, so when they are used, you know exactly who referred the client to you. They can be used on their website and social media pages, inserted as hyperlinks on their computer’s desktop, e-mailed, or texted to potential clients.

If the associate wishes, they can add their photo and contact information to their version of your Loan Concierge Page, where they appear in a section toward the lower area of the page. This promotes their business and yours. Powerful! The beauty of the Loan Referral Link is that you can create as many associate accounts as you wish. Your associates receive a link to a unique and free version of your Loan Concierge Page that allows them to add their contact information to the bottom.

User-Friendly Loan Application

The Uniform Residential Loan Application can be intimidating. With LoanSystems, this loan application displays as a six-step user-friendly form. Take a look. Your associates will be thrilled with this client-friendly approach to submitting a loan application.

When logged in, loan applications can be accessed and completed in the six-step view or in the 1003 view. Loan applications can also be printed or exported in the Fannie Mae file format (.fnm) for use in your Loan Origination Software (LOS).

1003s that may have come from other sources can be easily imported into LoanSystems, allowing you or your loan processor to manage the status of all loans in your pipeline in one convenient and secure location.

Norton Secure Site + EV SSL

Security is one of our highest priorities at LoanSystems. For this reason, your Loan Concierge Page, Question Form, Pre-Qual Request Form, and Loan Application all have the distinction of a Norton Secure Site and are all secured by an Extended Validation Secure Sockets Layer (EV SSL) certification.

The Norton Secure Site seal is highly recognized due its presence on major banking websites, PayPal and other major payment gateways. The EV SSL certificate is a digital identity authentication solution used by HTTPS websites to provide the highest level of security by verifying the identity of a website owner or operator. When visiting your Question Form, Pre-Qual Request Form, Loan Application, a green bar and lock, exclusive to EV SSL certificates, appears in the address window, letting your clients know that they are conducting business on a highly secured, trustworthy site.

Get started now. Set up only takes a few minutes and is free.