Boost Conversions With Compliant Presentations

Move prospects past reluctance to close with clear, effective quotes and proposals.

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Show the Value of Your Advice With Visually-Appealing, Compliant and Comprehensive Presentations

Convert more prospects

  • Say goodbye to complicated spreadsheets and notepads and hello to more closed loans
  • Meet the requirements of each client with a fast, easy and accurate solution
  • Present clear, professional and easy-to-understand quote and loan proposals
Convert more prospects

Create an unfair advantage

  • Increase conversions with loan presentations, calculators, open house flyers and more
  • Present whenever and wherever your clients want – face-to-face, on the web or mobile
  • Personalize your presentations with your photo, company logo and contact information
Personalized sales presentations

Avoid a compliance misstep

  • Present the lowest rate, the lowest points and the lowest risk options every time
  • Prepare open house flyers with ease, meeting new compliance guidelines
  • Rely on the built-in audit trail and never worry again
Platinum Sales
“Platinum Sales adds instant credibility for me and my team that helps me convert far more prospects who might be rate shopping, to customers that close.”
— Trevor Hammond, Personal Financial Coach
“I get twice as many client referrals since using this software, as friends and family see my savings analysis and want it too!”
— Dan Williams, CLA, Lending Specialist

A complete end-to-end system, Platinum Sales gives you the quotes and proposals you need to turn more prospects into clients.