Banking/Mortgage Lending Advisors

WealthBook helps banking and lending professionals efficiently share and access their clients’ financial and tax information and make recommendations to provide clarity and service for their clients’ lending strategies.

Generate Referrals

• Reach your clients’ other professional advisors through trusted introductions
• Collaborate with your clients’ other advisors to expand your referral network

Enhance Client Service

• Offer a secure, electronic vault for clients' tax documents, financial records and statements
• Share pre-qualification documentation

Work Together

With your clients’ important documents in WealthBook’s secure eVault:

• Access critical tax and net worth information to validate lending requirements
• Work with bankers to manage operating accounts
• Share important contracts and manage lending vehicles