LoanToolbox is a monthly subscription service that caters to mortgage brokers and mortgage bankers. LoanToolBox provides a wide spectrum of mortgage marketing tools and services. Included are mortgage marketing videos, tutorial & guides, strategies, database mining tools, mortgage forums, mortgage newsletters, and direct mail tools, among others.

From the LoanToolbox Website:

Loan Toolbox is a division of Mortgage Success Source (MSS), the leader in providing training, business solutions and marketing systems to the mortgage industry. MSS is the strategic alliance of Mortgage Market Guide, LoanToolbox and The Duncan Group. Featuring the talents of industry leaders Barry Habib, Sue Woodard, Todd Duncan, Greg Frost and Jim McMahan, MSS provides money-making resources to more than 40,000 loan originators nationwide. All MSS products and technologies feature proven systems that are easy to implement and generate increased loan volume.

The LoanToolbox Loan Officer Pyramid

The centerpiece of the LoanToolbox mortgage training strategy is the Loan Officer Pyramid. The pyramid is made up of the elements deemed to be the necessary components for success as a mortgage originator.

Loan Officer Pyramid Elements:

  • Essential Knowledge
  • Selling and Presentation
  • Marketing
  • Operational Systems
  • Leadership & Team Building
  • Legacy

LoanToolbox Mortgage Faculty

The faculty listed on the website are Barry Habib, Sue Woodard, Greg Frost and Jim McMahan.

Loan Toolbox Subscription Pricing and Contact Information

LoanToolbox lists multiple tiers subscription levels on the website, but no direct pricing information is listed.

LoanToolbox is located at 24 S. Holmdel Road, Holmdel, NJ 07733. also lists the following contact information:

Sales: (800) 963-1900

Corporate Sales Discount pricing for groups of 20 or more loan officers. (800) 963-1900

Customer Support (800) 963-1900

Technical Support (800) 963-1900