Let’s close more loans, together and easier

We built an app that makes it easier to manage leads and your availability to pursue them, directly from your mobile device.

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Leads

Easily receive and manage leads

See all the leads you’re currently working with on your home screen. Review lead information, call or email them, or take notes on a lead’s status.

Notifications

Get live notifications on a lead’s status

As new leads come in, or a current lead moves through the process you’ll get notifications on your phone. Use the intuitive filters to receive updates on the factors that matter most to you, all on your schedule.

Walkthrough

See it in action

The quick walkthrough explores notifications, taking notes, adjusting availability, and more.

Once you’ve downloaded the app, here’s how to get started:

  • Select “Log in” and create a LendingTree Account
  • Complete the entire sign up process, including adjusting your availability (this is the time you’re willing to be notified about leads)
  • Make sure you enable push notifications
  • With setup complete, you’re ready to receive new prospects!

Lead flow is not guaranteed and lead volume may vary.

Frequently asked questions

  • If a consumer comes through LendingTree during a time you selected to be available, then you will receive a notification through the app on your mobile device.
  • Click on the notification and log into the app.  Once in the app, you will have the ability to see some of the consumer’s information.  This information will include requested loan amount, credit score range, loan type, and other data.
  • Upon reviewing the information, you will be able to ACCEPT or DECLINE receiving the prospect’s information.
  • If you successfully ACCEPT the lead, you will be notified the prospect is now yours to work and you will receive additional information regarding this consumer.  The additional information will include the name, email address, and phone number of the consumer.
    • NOTE:  You will only be charged for accepting and receiving the consumer’s information.
  • At this point, the consumer will also be transferred to your phone number to start the conversation about the loan process.
  • If you click ACCEPT and someone else claimed the lead, then you will not receive any additional information regarding that lead and you will not be charged for the lead.
  • If you DECLINE a lead, then you will not receive any additional information regarding that consumer.
  • You will then continue to be able to receive leads during your set availability through the app.

Loan Officer Connect allows you to set your availability to easily receive incoming leads on your time frame. Once logged in to the app, there are still ways to change your availability:
 

  • Check “Availability” on the bottom menu bar.
  • Select “Edit” in the top right corner of the Availability menu.
  • This will open the “Edit Availability” menu.
  • Select the time zone, days, and hours you are available.

The app allows you to “snooze” notifications for a specified period up to an hour.  This is perfect for pausing notifications while you are in an appointment with a client, attending a closing, or just unavailable.
 

  • Check “Availability” on the bottom menu bar.
  • Select “Edit” in the top right corner of the Availability menu.
  • This will open the “Edit Availability” menu.
  • Drag the “Snooze Notifications” bar for the time you need to the paused time (15, 30, 45, or 60 minutes)

Get STarted

Start working leads, anywhere.

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