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New Integration with LoanBuddy for Advisors!

Category: Integrations
integration updates

LoanBuddy for Advisors, a provider of student loan analysis software for financial advisors, now offers integration with Redtail CRM!

LoanBuddy for Advisors

ABOUT LoanBuddy for Advisors
LoanBuddy technology empowers financial advisors with tools and education to better serve their clients who have student loan debt. For more information, visit the LoanBuddy website here.

WHAT ARE THE INTEGRATION POINTS BETWEEN LOANBUDDY AND REDTAIL CRM?

Financial advisors can use LoanBuddy and Redtail to:

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

LoanBuddy Interface

DETAILS ON INTEGRATION SETUP AND USAGE
Redtail’s documentation on this new integration is available here.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.