It is neither though you may add your loan origination procedures within your Finance Plan. Lender Ambassador is a professional collaborative client service system and a referral system. Lenders create a branded HomeToHome Guide for their client. You don’t need a CRM or a transaction system to use it.
Lender Ambassador is also a lead and referral system.
Your lender professional profile is displayed publicly. Also Lender Ambassador delivers automated leads and referrals to you. Past clients, professional recommendations, public referrals from listing your profile, and your own home to home link from your social media pages. These are all sources for your business as aLender Ambassador member.