WebloanQ

WebloanQ is an integration designed for broker's customer use (i.e. loan applicants) as an iframe on broker's or referrer website. It can be used on all devices and provides an intuitive flow for loan customers to check on products and to generate leads that will go direct to your Salestrekker workflows

It can be embedded on a landing page on broker or referrer's web site for lead generation from new clients. A QR code can be printed on broker's marketing materials such as brochures or business cards. Separate lending pages can be created for home loans, asset finance and personal loans. Once client enters own details, a new deal is created (in LoanQ and Salestrekker) and all collected data is autosaved.

Webloanq also uses open banking. At the end of product comparison, customers are given an option to provide their banking data. We use Basiq as the solution provider. Once customers login to their bank accounts, we import their income, expenses, cash assets and liabilities information. Should the customer complete to the full application, they are asked to import data detected in the Basiq query. Brokers also get a PDF Basiq report attached to the new deal. If the customer opts to use banking data service, broker's credit card is charged $4.99+GST.