Code Green

Loan Saver

How It Works

Loan Saver is displayed inside your website content, so members stay inside your trusted website, in your branded environment, on your secure domain.  Don't worry about integration though, all the technology resides on our servers, and site integration is literally a one-line HTML tag that gets pasted into your page.  The IT Department will likely not even be involved!

1. Dedicated Loan Savings Page

Your multichannel marketing, emails, in-branch conversations, new member onboarding, and community outreach efforts will direct Members to your Loan Saver page or to any of your lending or rates pages where you choose to display it. 

2. Simple Instructions


There, members will see the first tab of Loan Saver – simple instructions and will quickly step through a series of tabbed savings calculators -one for each type of lending product you'd like to promote. These calculators will keep a running total of potential savings across all products, educating and exciting people about your superior financial products.

3. Calculations


Members and potential members will quickly and easily enter all their relationships with other lenders. Loan Saver will run instantaneous savings comparison calculations to show members a running tally of the overall savings you might be able to offer them. All loan types, tabs, colors, wording, rates, examples, disclosures, and more will be customized for your credit union./p>

4. Call To Action & Lead Capture

Then, only after the user is excited about the potential loan savings they have discovered, Loan Saver asks for some basic contact information so that your lending team can follow up with them.  We intentionally keep this simple and short to keep up the momentum and not scare away an interested lead.

5. Automated Follow-up Email

The user will immediately receive a thank you email message, letting them know that someone will be in touch soon- setting an APPOINTMENT to talk to your team.  This reinforces everything they have learned in Loan Saver and puts it into their inbox. This way the information will be handy and top-of-mind when you call.

6. Loan Lead Alerts

Simultaneously with the automated thank you email to the lead, your lending team will also receive an email from Loan Saver. This is a lead alert email letting them know that someone is interested. This lead alert includes all the entered loan and savings information as well as all the captured contact details for that lead. 

Loan Saver has just delivered an excited educated consumer as a hot lead and your lending team is armed with the right information at the right time!

Please contact us today to grow your loans with Loan Saver

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