LoanBuddy for Advisors, a provider of student loan analysis software for financial advisors, now offers integration with Redtail CRM!
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
DETAILS ON INTEGRATION SETUP AND USAGE
Redtail’s documentation on this new integration is available here.