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Life Happens Mission Alignment

LoanBuddy reinforces the Life Happens mission through its innovative fintech platform that delivers solutions to advisors by helping reduce client exposure on existing student debt and increasing financial wellness. LoanBuddy adds value to its corporate partners by connecting new potential clients with advisors for financial planning conversations, that begin with, student debt. With this new initial connection in place, it's an excellent starting point to introduce new services that modern consumers need.

Value Proposition (Student Loan Repayment Planning Tools)

The LoanBuddy platform offers our corporate partners software tools for their advisors who are assisting their clients with student debt repayment planning. LoanBuddy technology automatically calculates options for federal income-driven repayment programs and tracks Public Service Loan Forgiveness for borrowers that qualify. Borrowers with federal student loans have options unlike any other form of debt, with a process that offers a reduction in monthly payments based on income. Advisors will save time generating graphs and reports they can use to guide clients through the lifecycle of their loans in these new federal plans. LoanBuddy has a "Member Community" of advisors that now track hundreds of millions of client student debt.

Innovative companies are implementing LoanBuddy in order to better serve their prospective clients right out of graduate programs, who typically have high debt amounts and lower starting incomes and coincidentally great long-term clients to have. When an advisor is empowered with LoanBuddy technology they are better equipped to grow their business with modern lead generation features that route exclusive leads from our Free Student Loan Assistance portal that offers DIY tech and pairs these recent graduates with an advisor. This connection is based on the advisor’s niche (client’s occupation) or geographical region turning the initial client conversation into one that includes student debt.

When advisors are empowered with solutions and education that help borrowers improve their financial wellness and optimize their student debt, it's a powerful addition to your firm. Administration of your advisors in LoanBuddy software is simple, our admin tools and centralized billing are suited to reducing monthly subscription costs with an on-demand methodology. This flexible cost structure will only generate subscription fees if an advisor accesses the LoanBuddy platform during the month. This gives more control to the marketing, practice management and IT teams that desire it, while delivering effect cost managed fintech to your advisors and most importantly new leads that drive business growth.

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STUDENT LOAN SOFTWARE

LoanBuddy Corporate Administration

Special Offer for Life Happens Corporate Partners

Complimentary One-Month Trial 

Start FREE Trial

$30/month (On-Demand Per Advisor)

Enterprise Pricing Plan:

NOTE: Admins can login and give access to due diligence teams or influential advisors to test during the first month. For compliance documents and due diligence questionnaire email alex@loanbuddy.us

LoanBuddy Innovative Dashboard Tutorial

LoanBuddy Video Courses on Student Debt

LoanBuddy Video Courses available for CFP Board Continuing Education Credit

LoanBuddy Users Private Facebook Group

LoanBuddy & Life Happens Educational Webinar

LoanBuddy for Advisors Now Available to Enterprises With Flexible, On-Demand Subscription Pricing

Learn How To Advise Clients on Student Loans in Just a Few Hours

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