Manage your home loan portfolio
A simple and free tool, to better manage your portfolio
How does it work?
Home Loan App is simple and easy for brokers to use. Just upload your regular commission files and Home Loan App does the rest.
It really is that simple! Once your commission file has been uploaded, Home Loan App will start to monitor and track your home loans.
The base entry package to Home Loan App is free, reach out if you would like to learn more or to book in a demo.
Customer Management
Build deeper relationships with your customers
- Home Loan App create regular tasks, ensuring every home loan in your portfolio has bespoke and personal touch points.
- Create broker notes, ensuring all loan interations are documented, Home Loan App will even automate some of these for you.
- Send customers personalised rate change notifications, fully automated by Home Loan App.
Portfolio Analytics
Realtime analytics will allow you to better understand your business
- Home Loan App continuously monitoirs your portfolio and will identify missing or irregular commission payments.
- The portfolio report provides you with detailed MoM performance, along with yearly metrics.
- Monitor your businesses performance to your projected budget.
Increase Book Value
Develop a stickier book, through regular customer engagement and meaningful interactions.
- Home Loan App will monitor your portfolio, creating tasks when something needs your attention.
- Better understand your business and your customers through detailed book analysis.
- Increase the value of your portfolio with an engaged and active customer base.
